Portfolio Manager

4 weeks ago


New York, New York, United States Sumitomo Mitsui Banking Corporation Full time
Job Summary

Sumitomo Mitsui Banking Corporation (SMBC) is seeking a highly skilled Portfolio Manager to join its Sponsor Finance-Portfolio Management and Origination team. The successful candidate will be responsible for managing a mid-market and large-cap portfolio of Private Equity-backed Leveraged loans.

The ideal candidate will have a strong credit background, excellent analytical skills, and the ability to independently evaluate capital structures, leverage, cash flows, repayment capacity, industry trends, competitive landscape, and customer issues.

Key Responsibilities:

  • Assist in underwriting increases to total facility, M&A transactions, dividends, refinancing, and re-pricing transactions that arise from existing portfolio
  • Analyze, negotiate, and prepare credit applications and amendments
  • Act as direct account manager for assigned portfolio of accounts
  • Prepare credit analysis for quarterly and annual reviews
  • Assist Head of Portfolio Management in various reporting and presentations to senior management

Requirements:

  • Minimum of 1 year of credit and lending background preferred
  • Good accounting and financial analysis skills
  • Experience in review and interpretation of historical and projected statements
  • Strong credit background with the ability to independently evaluate capital structures, leverage, cash flows, repayment capacity, industry trends, competitive landscape, and customer issues

SMBC offers a competitive salary range of $100,000.00 to $110,000.00, as well as an annual discretionary incentive award. The company provides a hybrid workforce model, allowing employees to work from home and from an SMBC office.

SMBC is an equal employment opportunity employer and welcomes applications from qualified candidates without regard to race, color, religion, gender, national origin, disability status, or protected veteran status.


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