About the Role
Lead the execution of project finance and structured finance transactions across North America, collaborating with product groups to maximize returns through cross-selling initiatives. Present transactions internally, spearhead credit applications, and manage the approval process. Conduct due diligence, negotiate documentation, and oversee execution. Monitor existing transactions and client relationships, partnering with other departments to identify new business opportunities. Maintain understanding of regulatory requirements and compliance policies, and represent the bank at client meetings and industry events.
Responsibilities
- Lead the execution of project finance and structured finance transactions across North America.
- Collaborate with product groups to maximize returns through cross-selling initiatives.
- Present transactions internally and spearhead the preparation of credit applications for new deals, managing the approval process in coordination with the Credit Department and back office.
- Conduct due diligence, negotiate transaction documentation, and oversee all related execution activities.
- Monitor and manage existing transactions and client relationships, including reviewing and processing waivers, amendments, internal reporting requirements, and special credit matters.
- Partner with other departments covering overlapping clients to identify new business opportunities and strengthen market positioning.
- Maintain a thorough understanding of applicable regulatory requirements as well as internal compliance policies and procedures and proactively escalate operational risk events when necessary.
- Represent the bank at client meetings, industry conferences, and other events to stay informed of market trends and expand client networks.
- Drive marketing and origination efforts by developing pitch books and marketing materials, meeting with clients, and delivering research and analytics to support new business initiatives.
Requirements
- Bachelor’s degree in business, finance, or a related field plus 3 years of experience in finance industry.
- Experience must include financial modeling.
- Experience must include conducting due diligence.
- Experience must include negotiating term sheets and financing documentation.
- Experience must include identifying and mitigating credit and other transaction risks.
- Experience must include performing other structured finance–related activities.
- Experience must include analyzing and negotiating documentation for financing transactions and investments.
- The required skills do not need to be maintained over the full term of required experience.
Skills
- Financial modeling
- Conducting due diligence
- Negotiating term sheets and financing documentation
- Identifying and mitigating credit and other transaction risks
- Performing other structured finance–related activities
- Analyzing and negotiating documentation for financing transactions and investments
Location
- North America
Work Type
- Hybrid
Experience Level
- 3 years of experience in finance industry
Education Level
- Bachelor’s degree in business, finance, or a related field
Salary/Compensations
- $148,054.00 - $175,000.00
Benefits
- Competitive portfolio of benefits
About the Company
- SMBC Group is a top-tier global financial group headquartered in Tokyo with a 400-year history.
- SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance.
- The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries.
- Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan.
- SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.
- In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru.
- Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group 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 Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
Equal Opportunity
- SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law.
- If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.
