Fund Finance Solutions Analyst

2 days ago

New York, New York, United States Sumitomo Mitsui Banking Corporation Full time
Job Title: Fund Finance Solutions Analyst - Collateral Management

Sumitomo Mitsui Banking Corporation (SMBC) is a leading global financial institution with a rich history dating back 400 years. As a top-tier bank, SMBC offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. With over 130 offices and 80,000 employees worldwide, SMBC has a significant presence in nearly 40 countries.

In the Americas, SMBC has a strong presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC and the value of its relationships in Asia, the bank offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network.

The Fund Finance Solutions Department (FFSD) is seeking an experienced analyst to join the Collateral Management Team. The primary focus will be to support the Origination Team in the underwriting and subsequent monitoring of investor capital commitments that are pledged as collateral for loans.

As a Fund Finance Solutions Analyst - Collateral Management, you will develop a deep understanding of Subscription Secured Finance (SSF) and how to underwrite various types of private equity fund investors. You will also learn how to build scalable processes and other portfolio management/banking best practices from a market-leading team.

Key Responsibilities:
  • Perform annual reviews for the collateral within FFSD's Global Fund Finance Portfolio, including spreading financials, applying gradings, and evaluating the financial health of private equity fund investors.
  • Collaborate with various departments across SMBC's global banking platform to ensure alignment in underwriting standards and to obtain industry/region-specific expertise as necessary.
  • Review collateral calculations prior to approving borrowing requests to ensure there are no over advances to clients.
  • Help manage an offshore team responsible for the spreading of certain financials.
  • Obtain insights from FFSD's proprietary portfolio of collateral information.
  • Research and prepare reports based on industry trends.
  • Oversee and produce standardized reports to communicate and monitor key risk levels within the SSF portfolio.
  • Responsible for the routine and ad hoc updates of deal and collateral values in a new reporting database.
Requirements:
  • Bachelor's Degree in finance, accounting, economics, 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.

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.

We are 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. SMBC provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know.

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