Portfolio Management Specialist

5 days ago


New York, New York, United States Sumitomo Mitsui Banking Corporation Full time
About the Role

We are seeking an experienced Portfolio Management Specialist to join our team at Sumitomo Mitsui Banking Corporation. As a key member of our Portfolio Management Group, you will play a critical role in analyzing the profitability of clients, businesses, and sectors to inform the strategic direction of the bank.

Key Responsibilities
  • Develop and Implement Analytical Tools: Design and implement advanced technical tools to create efficient processes that support a deep understanding of data and drive business decisions.
  • Manage Complex Projects: Independently carry out complex projects, such as scenario analysis development or project management for system improvement, with minimal supervision.
  • Source and Manage Data: Source relevant information and manage vendor relationships to procure external data for profitability benchmarking.
  • Lead Partnership with Finance: Lead our team's partnership with the broader finance and treasury organizations to ensure alignment on profitability and forecasting efforts.
  • Automate Data Aggregation: Automate essential data aggregation functionality to enhance analytical capabilities using Python, SQL, and Tableau.
  • Present Results to Senior Management: Present profitability results to senior management to enhance understanding of specific clients and sectors and support strategic decision making.
Requirements
  • 5-7 Years of Experience: Minimum 5-7 years of work experience in data and analytics, preferably in corporate banking.
  • Strong Critical Thinking Skills: Strong critical thinking skills with the ability to create informative and accurate reporting.
  • Advanced Technical Skills: Advanced Excel and Power Point skills, as well as experience working with finance on budgeting topics and knowledge of financial regulations (Basel III) and capital allocation models.
About Us

Sumitomo Mitsui Banking Corporation is a top-tier global financial group with a 400-year history. We offer a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. Our Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries.

We are an equal employment opportunity employer and are committed to fostering a culture of diversity and inclusion. We offer a competitive portfolio of benefits to our employees and participate in a hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office.



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