Associate - Leveraged Finance

Sumitomo Mitsui Financial Group, Inc. • $150K — $200K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 3+ years of leveraged finance, investment banking, private credit, or related experience
  • Knowledge of leveraged loan and high yield markets
  • Quantitative and analytical skills with strong financial modeling capabilities
  • Strong written and verbal communication skills
  • Ability to multi-task and work under tight timelines in a collaborative environment
  • Preferred: MBA candidate or CFA progress; experience in private equity-backed transactions.

Responsibilities

  • Build and maintain detailed financial models (LBO, cash flow, sensitivity analyses)
  • Support transaction origination through preparation of client materials
  • Lead drafting of credit approval packages, term sheets, and marketing materials
  • Coordinate with internal and external stakeholders for transaction underwriting
  • Synthesize data and conduct detailed company and industry due diligence
  • Present transactions to senior management and credit approval committees
  • Assist with loan documentation and closing processes.

Benefits

  • Hybrid work model allowing for flexibility between home and office work
  • Opportunity for career development and training for analysts
  • Engagement with experienced professionals in private equity and corporate financing
  • Access to a collaborative team environment within a fast-paced market.
Full Job Description


Role Description

The Leveraged Finance Associate is an execution-oriented professional responsible for supporting the analysis, structuring, underwriting and execution of leveraged credit transactions. The Associate works closely with experienced professionals in developing optimal capital structures for private equity-backed and corporate clients. The role requires strong analytical skills, attention to detail, and the ability to manage multiple workstreams in a fast-paced transaction environment.

Role Objectives

  • Build and maintain detailed financial models, including LBO, cash flow, and sensitivity analyses
  • Support transaction origination efforts through preparation of client materials
  • Lead the drafting of credit approval packages, terms sheets and marketing materials
  • Coordinate across internal and external stakeholders to drive transaction underwriting process including credit, legal and coverage teams
  • Synthesize large amounts of data, conduct detailed company and industry due diligence and develop comparable transaction analysis
  • Present transactions to senior management, credit and approval committees
  • Assist with documentation and loan closing processes, including review of credit agreements and closing checklists
  • Demonstrate accountability for work quality, accuracy, and timeliness
  • Train and develop analysts


Qualifications and Skills

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 3+ years of leveraged finance, investment banking, private credit, or related experience
  • Knowledge of leveraged loan and high yield markets
  • Quantitative and analytical skills with strong financial modeling capabilities
  • Strong written and verbal communication skills
  • Ability to multi-task, operate under tight timelines while maintaining a collaborative team environment
  • Preferred: MBA candidate or progress toward CFA; experience supporting private equity-backed transactions, familiarity with different industry verticals and market trends.

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

Keep up to date with the latest career tips, industry insights, and company news from Sumitomo Mitsui Financial Group, Inc. Subscribe to receive updates and stay informed about new job openings and employment trends.

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

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Sumitomo Mitsui Financial Group, Inc.

More Finance & Insurance Jobs

Find similar Associate - Leveraged Finance jobs:

NationwideNew York, NY