Loan Syndications Marketing Associate
1 week ago
About the Bank
Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.Department Overview
The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions.
Investor Services and Business Solution Department (“ISB”)
The Investor Services and Business Solution Department (“ISB”) is responsible for (i) distribution, agency services, and developing new business opportunities for syndicated loan transactions and (ii) developing and executing business and operation plans and managing day-to-day operations and administrative matters in GBU.
Your Role Overview:
Associate position has two main roles as below.
Agency:
Responsible for deal processing, internal control, agency function and regulatory compliance.
Syndication (Origination and Distribution):
Responsible for managing all phases of the loan syndication process including origination, distribution, and execution of syndicated loan financings with a focus on financing mandates in GBU. Collaborates with other departments for loan origination, distribution, and execution to secure financing mandates from investors.
Your Duties and Responsibilities:
Agency:
- Oversee and perform necessary agent functions, including communicating with customers and other lenders for loan servicing and distribution of documents.
- Acts as primary point of contact with external borrowers and/or lenders in relation to loan agency & administration function.
- Performs business review of credit documentation, regulatory compliance review and booking of new investments and for amendments or periodic review.
- Ensures compliance and operational requirements are satisfied before closing and for amendments.
- Coordinates with internal and third parties to effect bookings, amendments and funding.
- Supports Credit Analysts with Branch and Head Office monitoring and reporting requirements.
- Tracks credit documentation and other customer reporting requirements for timely receipt.
- Maintains related systems, reports, credit files and websites as well as assigns application numbers and records approvals.
- Performs other duties and responsibilities as assigned by management.
Syndication (Origination and Distribution):
- Continuously monitors market trends to identify active participants, prevailing market terms and pricing, market depth, and other factors influencing lending and underwriting decisions.
- Advises and pitches to clients on market status, optimal structures, and syndication strategies for best execution in the syndicated loan capital markets.
- Collaborates with other departments to develop market-based structures and innovative capital raising solutions.
- Builds and maintains relationships with other banks and non-bank institutions to gather market intelligence during the origination process and assesses market capacity during syndication.
- Works closely with other departments to originate syndicated loan mandates and execute transactions once mandated.
- Develops junior members of the Distribution and Agency team and assists originators in managing deal teams during new deal origination and execution.
- Performs other duties and responsibilities as assigned by management.
- Bachelor’s degree in finance, Economics or related field with at least 5 years of related experience.
- 2+ years of Loan Agency and Administration preferred.
- General knowledge of banking principles and/or loan markets.
- Excellent organization skills and detail oriented.
- Good interpersonal skills for team-oriented environment.
- Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access).
- Excellent oral and written communication skills.
- The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance.
- We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals.
Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny
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. SuMi Trust 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 when the Human Resources staff reaches out to you for an interview.The anticipated salary range for this role is listed above. The specific salary offered to an employment applicant is based on the individual’s qualifications, experiences, the job responsibilities, an analysis of the current compensation paid for similar roles in the local geographic area, and key distinctions of the job as compared to current jobs in the Branch. The role may also be eligible for an annual discretionary bonus.
Sumitomo Mitsui Trust Bank, Limited New York Branch is a branch of Sumitomo Mitsui Trust Holding Group. Learn more about the company, the values, and vision at https://www.smth.jp/english/about_us/philosophy
-
Loan Syndications Marketing Associate
2 days ago
New York, New York, United States SUMITOMO MITSUI TRUST BANK, LIMITED Full timeJob Title: Loan Syndications Marketing AssociateJoin our team at Sumitomo Mitsui Trust Bank, Limited as a Loan Syndications Marketing Associate. In this role, you will be responsible for managing all phases of the loan syndication process, including origination, distribution, and execution of syndicated loan financings. You will work closely with other...
-
Syndicated Loan Capital Markets Expert
3 weeks ago
New York, New York, United States Société Générale Securities Services Full timeJob DescriptionSociete Generale Securities Services is seeking a highly skilled and experienced professional to join our Loan Capital Markets & Syndicate team as a Vice President.Key ResponsibilitiesOriginate and execute syndicated loan financings in the Americas, with a focus on financing mandates in the Energy Transition, Energy Project Finance, Digital...
-
Vice President
1 week ago
New York, New York, United States Société Générale Securities Services Full timeJob Title: Vice President - Loan Capital Markets & SyndicateWe are seeking a highly skilled and experienced professional to join our Loan Capital Markets & Syndicate team as a Vice President. The successful candidate will be responsible for originating and executing syndicated loan financings in the Americas, with a focus on financing mandates in the Energy...
-
Vice President
2 weeks ago
New York, New York, United States Société Générale Securities Services Full timeJob Title: Vice President - Loan Capital Markets & SyndicateWe are seeking a highly skilled and experienced professional to join our Loan Capital Markets & Syndicate team as a Vice President. The successful candidate will be responsible for originating and executing syndicated loan financings in the Americas, with a focus on financing mandates in the Energy...
-
Syndicate Loan Analyst
3 weeks ago
New York, United States TalentBridge Full timeLocation: New York, NY (Hybrid schedule)Duration: 12 months contractJob Description:Responsibilities:Confirmation of loan documentation for accurate trade settlements drafting and confirmation of loan documentation related to trade settlement within the syndicated loan market, inclusive of trade confirmations, assignment and acceptance agreements and funding...
-
Syndication Loan Analyst
1 week ago
New York, New York, United States LHH Full timeJob Opportunity: Banking Syndication AnalystLHH Recruitment Solutions is seeking a highly skilled Banking Syndication Analyst for a 12-month contract with a well-established banking client in New York City.Key Responsibilities:Confirm and draft loan documentation for accurate trade settlementsSupport syndicated loan trading in trade closing, research, sales,...
-
Vice President of Loan Capital Markets
5 days ago
New York, New York, United States Société Générale Securities Services Full timeJob Title: Vice President of Loan Capital Markets & SyndicateWe are seeking a highly skilled and experienced Vice President to join our Loan Capital Markets & Syndicate team in New York. As a key member of our team, you will be responsible for originating and executing syndicated loan financings in the Americas, with a focus on financing mandates in the...
-
Syndicated Loan Analyst
4 weeks ago
New York, New York, United States CIBC Full timeAbout CIBCAt CIBC, we are committed to building a client-focused banking experience for the modern era. We seek dedicated professionals who are passionate about making a positive impact for our clients. Role OverviewThe Analyst will play a crucial role in supporting our loan syndication efforts by:Primary Market Responsibilities: Assisting in the...
-
Financial Analyst
4 weeks ago
New York, New York, United States CIBC Full timeAbout CIBCAt CIBC, we are committed to building a relationship-focused bank that meets the needs of the modern world. We seek dedicated and passionate professionals who prioritize doing what is right for our clients.Your RoleThe Analyst will play a crucial role in supporting our loan syndications team by:Primary Market Engagement: Assisting in the...
-
Syndications Manager, Senior
3 weeks ago
New York, New York, United States City National Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Syndications Manager, Senior to join our Capital Markets team at City National Bank. As a key member of our team, you will be responsible for structuring and executing complex financial transactions, working closely with our Relationship Managers and other stakeholders to identify and pursue new...
-
Syndicated Loan Deal Closer
1 month ago
New York, United States UBS Full timeYour role GLS is responsible for the front-to-back operational lifecycle management of our portfolio of corporate loans. This includes origination/loan deal closing, primary syndication, loan servicing, amendments, restructurings, and terminations. UBS AG is looking for a junior syndicated/direct lending corporate loan Deal Closer to join our Global Loan...
-
Loans Administrator
3 weeks ago
New York City, United States Global Business Consulting Services Full timeHYBRID Position with NYC BankMUST HAVE:Syndication and Bi-lateral LoansResponsibilities Process, monitor and check all required daily operations for Syndication and Bi-lateral Fund Finance loans and Customer Time Deposits.Execute loan funding instructions to Treasury team by booking/checking loans in various General Ledger and trading systems and process...
-
Head of Syndication and Project Finance
3 weeks ago
New York, New York, United States Fusion Staffing Partners Full timeFusion Staffing Partners is looking for a Senior Director of Loan Syndication to lead our syndication efforts and manage both primary and secondary syndication transactions within various project finance sectors, particularly emphasizing energy and renewable energy infrastructure.Key Responsibilities:Direct the bank's syndication operations and oversee...
-
Syndicated Loan Operations Manager
4 weeks ago
New York, New York, United States UBS Full timeYour Role As part of our Global Loan Services (GLS) team, you will oversee the comprehensive operational management of our corporate loan portfolio. This encompasses the entire lifecycle from origination and deal closure to servicing, amendments, restructurings, and terminations. UBS AG is seeking a seasoned professional in syndicated and direct lending to...
-
New York, New York, United States BNY Full timeSenior Vice President, Syndications and Capital MarketsJoin us in shaping the future.BNY Mellon presents a remarkable opportunity for innovative careers at the convergence of finance, business, and technology. As a leading global asset management and banking institution, we oversee trillions of dollars in assets, custody, and administration. Recognized as...
-
Syndication Analyst
2 weeks ago
New York, New York, United States LHH Full time{"Job Title": "Commercial Loan Specialist", "Job Description": "Job SummaryLHH Recruitment Solutions is seeking a highly skilled Banking Syndication Analyst to join our team in New York City. This is a 12-month contract opportunity that requires immediate start. The ideal candidate will have a strong background in syndicated loan trading and excellent...
-
Syndicated Loan Portfolio Manager
4 weeks ago
New York, New York, United States FIS Full timeJob Overview At FIS, we drive the technology that fuels the global economy, and our teams are at the forefront of innovation. We embrace diversity to deliver superior products and solutions for our colleagues, clients, and communities. If you are eager to learn, grow, and make a significant impact in the fintech sector, we want to hear from you. About Our...
-
Commercial Loan Specialist
3 weeks ago
New York, United States LHH Full timeLHH Recruitment Solutions is seeking a Banking Syndication Analyst for a 12-month contract for a well-established banking client in New York City. This is a hybrid job opportunity and will start immediately. Please continue reading and apply if interested! Pay Rate: 33 dls Must Have: Syndicate Loan experience (non-negotiable) 3-5 years in the syndicated...
-
Senior Loan Origination Specialist
3 weeks ago
New York, New York, United States I.N.G. Group, LLC Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our Loan Distribution team as a Vice President in New York. The successful candidate will be responsible for originating, underwriting, and executing syndicated loan transactions in the Americas across various sectors.Key ResponsibilitiesMonitor market trends to identify...
-
Commercial Loan Specialist
3 weeks ago
New York, New York, United States LHH Full timeJob Opportunity at LHH Recruitment SolutionsJob Title: Commercial Loan SpecialistJob Summary:LHH Recruitment Solutions is seeking a highly skilled Banking Operations Expert to join our team for a 12-month contract. This is a hybrid job opportunity that requires a strong understanding of syndicated loan markets and excellent communication skills.Key...
