Analyst/Associate - Syndicated Loan Closing & Execution

Company Overview

SMBC Group is a top-tier global financial group headquartered in Tokyo with a 400-year history. The Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. SMBC 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, 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 SMBC Group’s capital strength and the value of its relationships in Asia, the Group provides commercial and investment banking services to corporate, institutional, and municipal clients. SMBC Group connects a diverse client base to local markets through its 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.

Compensation and Benefits

The anticipated salary range for this role is $63,000.00 to $120,000.00. The specific salary offered will be based on an applicant’s qualifications, experience, and an analysis of current compensation in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

SMBC is looking for a full-time Analyst or Associate to join the Middle Office function for Loan Capital Markets (Agency, Execution and Planning). In this role, the Analyst or Associate will be responsible for the execution and closing of loan transactions across various business lines. The individual will work closely with Origination and Distribution teams, as well as Relationship Managers, Legal, and Loan Services, to ensure all required documentation, internal credit approvals, and due diligence are obtained for an enhanced and streamlined closing process.

The Agency Execution and Planning group is customer/investor facing and supports functions such as distribution of information to lenders, lender KYC, confidentiality agreements, and technical and administrative amendments.

Role Objectives

• Manage the end-to-end loan closing process for primary and secondary transactions, ensuring timely and accurate execution.
• Liaise with internal and external stakeholders (front office, legal counsel, counterparties, operations) to facilitate smooth closings and settlements.
• Monitor and track closing milestones and timelines, ensuring all conditions precedent are satisfied.
• Support settlement of transactions by coordinating funding flows, trade bookings, and post-closing activities.
• Handle trade settlement inquiries and resolve discrepancies in coordination with operations teams.
• Coordinate confidentiality agreements (NDAs) and lender onboarding requirements where applicable.
• Ensure compliance with internal policies, regulatory requirements, and KYC/due diligence standards for all counterparties.
• Maintain metrics on deal closings and monitor key milestone indicators during the closing process.
• Support the agency function by assisting with amendments, modifications, and other post-closing deliverables.

Qualifications and Skills

• 1 to 3 years of trade closing experience required.
• Work experience in a corporate bank or other financial institution, including syndications team, is preferred.
• Education: BA/BS required.
• Understanding of financial services, particularly corporate banking.
• High attention to detail and the ability to complete work accurately in a fast-paced, pressure-oriented environment with strict deadlines.
• Ability to build understanding of syndicated loan business, credit agreements, deal structures, and loan funding mechanics.
• Knowledge of Clearpar.
• Knowledge of LoanIQ.
• Knowledge of Debtdomain, Intralinks, SyndTrak, or similar loan platforms.
• Adept at sharing relevant information and communicating in a team environment.
• Excellent organizational, analytical, and problem-solving skills.
• Works well in a team-oriented environment and able to develop strong relationships with individuals at all levels.
• Loan Operations experience is a plus.

Hybrid Work Model

SMBC employees participate in a Hybrid workforce model, with an opportunity to work from home as well as from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during the interview process. Hybrid work may not be permitted for certain roles, including certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

Reasonable Accommodations

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, let us know at accommodations@smbcgroup.com.