Analyst​/Associate - Syndicated Loan Closing & Execution

Job Level: Analyst

Location:

New York, NY, US, 10172

Employment Type:

Full Time

Requisition

The anticipated salary range for this role is between $63,000.00 and $. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award.

In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

SMBC is looking for a full-time Analyst or Associate to join the Middle Office function for Loan Capital Markets (Agency, Execution and Planning). In this role, the Analyst or Associate will be responsible for the execution and closing of loan transactions across various business lines. The individual will be working closely with the Origination and Distribution teams, as well as with Relationship Managers, Legal, and Loan Services, to ensure all required documentation, internal credit approval, and due diligence are obtained for an enhanced and streamlined closing process.

Agency Execution and Planning group role is customer / investor facing and handles functions such as distribution of information to lenders, lender KYC, confidentiality agreements, as well as technical and administrative amendments.

• Manage the end-to-end loan closing process for primary and secondary transactions, ensuring timely and accurate execution.
• Liaise with internal and external stakeholders (front office, legal counsel, counter parties, operations) to facilitate smooth closings and settlements.
• Monitor and track closing milestones and timelines, ensuring all conditions precedent are satisfied.
• Support settlement of transactions by coordinating funding flows, trade bookings, and post-closing activities.
• Handle trade settlement inquiries and resolve discrepancies in coordination with operations teams.
• Coordinate confidentiality agreements (NDAs) and lender onboarding requirements where applicable.
• Ensure compliance with internal policies, regulatory requirements, and KYC/due diligence standards for all counter parties.
• Maintain metrics on deal closings and monitor key milestone indicators during the closing process.
• Support the agency function by assisting with; amendments, modifications, and other post-closing deliverables.

• 1 to 3 years trade closing experience required
• Work experience in a corporate bank or other financial institution including syndications team is preferred
• Education:
  
  BA / BS required
• Understanding of financial services, particularly corporate banking
• Demonstrate a high degree of attention to detail and able to complete work accurately in a fast‑paced, pressure‑oriented environment against strict deadlines
• Able to build understanding of syndicated loan business, credit agreements, deal structures, loan funding mechanics, etc.
• Knowledge of Clearpar
• Knowledge of LoanIQ
• Knowledge of Debt domain, Intralinks, Synd Trak or similar loan platforms
• Adept at sharing relevant information and communicating in a team environment
• Excellent organizational, analytical, and problem‑solving skills
• Works well in a team‑oriented environment and able to develop strong relationships with individuals at all levels in the organization
• Loan Operations experience is a plus

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in‑office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at