About the Role
Structure and execute transactions across product groups as part of the Infrastructure Finance North America team. Actively participate with senior colleagues in the origination, due diligence and structuring of transactions across the infrastructure asset class within the credit and business guidelines established by the Bank. Follow market trends, collect marketing intelligence and propose ideas to the team for new opportunities. Support execution efforts, reviewing due diligence reports, coordinating processes with clients, advisors, other lenders and internal counterparties and provide guidance and training to junior colleagues. Responsibility also includes cross-selling of products that enhance the return for the Bank and executing per the department strategy set forth by management.
Responsibilities
- Lead the execution of project finance and structured finance transactions in North America with the oversight of the group head and/or other senior colleagues.
- Partner with product groups to enhance return through cross-sell opportunities.
- Present the transaction internally, lead the preparation of credit applications for all new transactions, manage the credit process with the Credit Department and back office, perform any due diligence activities, and negotiate documentation.
- Continuously monitor and manage existing transactions and relationships, including the review and processing of waivers and amendments, internal reports, and special credit requirements.
- Collaborate and coordinate with other departments with overlapping clients to develop new business opportunities and enhance market position.
- Understand external regulatory matters and internal compliance and policies and procedures; proactively escalate operational risk loss events to management as necessary.
- Delegate and review the work of junior members of the team and provide guidance and feedback.
- Attend bank meetings, industry events, conferences, and seminars to stay abreast of industry trends and developments and to expand network of client contacts.
- Marketing and origination of new transactions by preparing pitch books and marketing materials and attending client meetings.
- Present research and analytics that supports new business opportunities.
Requirements
- Recommended 7 years of experience in the finance industry.
- Relevant professional experience in a project finance team.
- Hands-on experience with financial modelling, due diligence, negotiating term sheets and finance documentation, mitigating credit and other risks, and other related structured finance activities.
- Experience analyzing and negotiating documentation for financing and investments.
- Securities licenses required: SIE, 79 and 63.
- BA/BS degree.
- MS Office Suite - Word, Excel, PowerPoint; Bloomberg.
- Strong proficiency particularly in Excel and PowerPoint.
- Strong writing and analytical skills.
Skills
- Financial modelling
- Due diligence
- Negotiating term sheets
- Negotiating finance documentation
- Mitigating credit risks
- Mitigating other risks
- Structured finance activities
- Analyzing documentation for financing
- Analyzing documentation for investments
- Negotiating documentation for financing
- Negotiating documentation for investments
- MS Office Suite
- Excel
- PowerPoint
- Bloomberg
- Writing skills
- Analytical skills
Work Type
- Hybrid workforce model
Experience Level
- 7 years of experience in the finance industry
Education Level
- BA/BS degree
Salary/Compensations
- $225,000.00 - $225,000.00
Benefits
- Competitive portfolio of benefits
- Annual discretionary incentive award
About the Company
- SMBC Group is a top-tier global financial group headquartered in Tokyo with a 400-year history.
- Offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance.
- 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, 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.
- Connects a diverse client base to local markets and the organization’s extensive global network.
- 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.
