Analyst/Associate - Syndicated Loan Closing & Execution

Sumitomo Mitsui Financial Group, Inc. • $63K — $120K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 1 to 3 years of trade closing experience required
  • Corporate banking experience, particularly in syndications, preferred
  • Bachelor's degree (BA/BS) required
  • Strong understanding of financial services, especially corporate banking
  • High attention to detail with ability to work under pressure and meet deadlines
  • Familiarity with syndicated loan business and related deal structures
  • Knowledge of loan platforms: Clearpar, LoanIQ, Debtdomain, Intralinks, SyndTrak

Responsibilities

  • Manage the end-to-end loan closing process for primary and secondary transactions
  • Liaise with internal and external stakeholders for smooth closings and settlements
  • Monitor and track closing milestones and timelines
  • Support settlement by coordinating funding flows and trade bookings
  • Resolve trade settlement inquiries in collaboration with operations teams
  • Coordinate confidentiality agreements and lender onboarding
  • Ensure compliance with internal policies and KYC/due diligence standards

Benefits

  • Hybrid work model allowing a mix of home and office work
  • Opportunity to work with diverse teams across various functions
  • Supportive environment for professional growth and relationship building
  • Access to industry-standard loan management platforms
  • Engagement with both internal and external stakeholders in a dynamic setting
Full Job Description
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 be working closely with the Origination and Distribution teams, as well as with Relationship Managers, Legal, and Loan Services, to ensure all required documentation, internal credit approval, and due diligence are obtained for an enhanced and streamlined closing process. Agency Execution and Planning group role is customer / investor facing and handles functions such as distribution of information to lenders, lender KYC, confidentiality agreements, as well as 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 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
  • Demonstrate a high degree of attention to detail and able to complete work accurately in a fast-paced, pressure-oriented environment against strict deadlines
  • Able to build understanding of syndicated loan business, credit agreements, deal structures, loan funding mechanics, etc.
  • 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 in the organization
  • Loan Operations experience is a plus

SMBC's employees participate in a Hybrid workforce model that provides employees 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 their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

About Sumitomo Mitsui Financial Group, Inc.

Sumitomo Mitsui Financial Group, Inc. Careers

There has never been a more opportune time to join the dynamic team at Sumitomo Mitsui Financial Group, Inc. (SMFG)—a leading force in the financial services industry recognized for its leadership in innovation and diversity.

Explore Job Opportunities

Sumitomo Mitsui Financial Group, Inc. offers a plethora of job opportunities that cater to a variety of skills and interests. The company is renowned for its commitment to professional growth and leadership development, making it an ideal environment for ambitious individuals looking to advance their careers.

Experience Professional Growth

At SMFG, career advancement is not just a possibility but a priority. The company supports its team members with extensive training programs, including leadership development and diversity training, ensuring that every employee has the tools and knowledge necessary to succeed.

Join a Diverse and Inclusive Team

Diversity and inclusion are at the core of the company culture at Sumitomo Mitsui Financial Group, Inc. With a global team that values unique perspectives and fosters a collaborative and inclusive environment, SMFG is a place where everyone can thrive.

Internship Programs

For those starting their career journey, SMFG offers internship programs that provide a robust foundation in the financial sector. Interns gain invaluable experience, working alongside seasoned professionals and engaging in projects that offer real-world applications of their studies.

Benefits and Culture

Sumitomo Mitsui Financial Group, Inc. is dedicated to not only attracting but also retaining top talent by offering competitive benefits that enhance both personal and professional life. The company culture promotes work-life balance, employee well-being, and continuous learning.

Innovative Work Environment

Innovation is a key driver of SMFG’s success. Employees are encouraged to bring forward-thinking ideas to the table and are provided with the resources to transform these ideas into actionable solutions that drive the financial industry forward.

Networking and Career Development

Networking opportunities within SMFG are abundant. Employees are encouraged to connect with colleagues and industry leaders through various platforms and events, enhancing their professional network and opening doors to myriad career opportunities.

Apply for a Position

Sumitomo Mitsui Financial Group, Inc. is actively hiring and looking for talented individuals who are passionate, curious, and driven. Explore open positions that match your skills and interests on the SMFG careers page.

Stay Connected with SMFG Careers

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Prepare for Your Interview

Aspiring to join SMFG? Prepare your resume to reflect your best self and gear up for the interview process where you can showcase your skills and passion for finance and innovation.

Career Opportunities Await

At Sumitomo Mitsui Financial Group, Inc., the potential for professional development and personal growth is limitless. Discover the exciting and rewarding career opportunities that await at SMFG, where every position contributes to the company’s global success and leadership in the financial industry.
Learn more about Sumitomo Mitsui Financial Group, Inc.
Industry
Finance & Insurance
* Ladders Estimates

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