Fund Finance Solutions Portfolio Management Analyst
4 weeks ago
Role Overview
The Fund Finance Solutions Portfolio Management Analyst position is a key role within the Portfolio Management and Agency team at Sumitomo Mitsui Banking Corporation. As a member of this team, you will be responsible for developing best-in-class reporting capabilities related to the tracking, monitoring, and analyzing of collateral values for the Fund Finance Solutions Department's global fund finance portfolio.
Key Responsibilities
- Create insights from proprietary data obtained from the Fund Finance Solutions Department's access to the composition of capital commitments to the largest private equity funds in the world.
- Develop standardized Excel templates using INDEX(MATCH()) and other formulas that will be fed into the reporting database and materially boost update efficiency.
- Responsible for the routine and ad hoc updates of deal and collateral values in the database.
- Assist with the downstream reporting and data analysis.
- Help build out and establish policies, procedures, and user guides related to the new reporting database.
- Contribute substantially to planning functions including determining profitability, projecting budget, extrapolating and stress testing funding scenarios, and global pipeline management.
- Reconcile conflicting workbooks/data sets and remedy the root cause.
- Monitor and provide reporting on the portfolio-level regarding risk frameworks, exposure management, and other KPIs and limits.
- Prepare internal and external presentations for senior stakeholders and regulatory bodies.
Requirements and Qualifications
- Bachelor's Degree in finance, accounting, economics, computer science, or related field.
- Knowledge of basic corporate finance and accounting, and ability to learn financial analysis.
- Familiarity with corporate banking, bank regulations, risk and compliance factors, and regulatory matters a plus.
Additional Information
Sumitomo Mitsui Banking Corporation is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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