Fund Finance Solutions Portfolio Management Analyst
4 weeks ago
Sumitomo Mitsui Banking Corporation (SMBC) is a leading global financial institution with a rich history and diverse range of financial services. We are seeking a highly skilled Fund Finance Solutions Portfolio Management Analyst to join our team in the Americas.
Job SummaryThe Fund Finance Solutions Portfolio Management Analyst will be responsible for managing and analyzing the bank's fund finance portfolio, including tracking, monitoring, and reporting on collateral values. The ideal candidate will have a strong background in finance, accounting, and data analysis, as well as excellent communication and interpersonal skills.
Key Responsibilities- Manage and analyze the bank's fund finance portfolio, including tracking, monitoring, and reporting on collateral values
- Develop and maintain standardized Excel templates using INDEX(MATCH()) and other formulas to boost update efficiency
- Responsible for routine and ad hoc updates of deal and collateral values in the database
- Assist with 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
- 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
SMBC offers a competitive salary range of $85,000.00 to $100,000.00 per year, based on individual qualifications and experience. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a comprehensive portfolio of benefits to its employees.
We are an equal employment opportunity employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for finance and data analysis, we encourage you to apply for this exciting opportunity.
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New York, New York, United States Sumitomo Mitsui Banking Corporation Full timeRole OverviewThe 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...
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