Agency Analyst

SUMITOMO MITSUI TRUST BANK, LIMITED•New York, NY

3h•$140,000 - $170,000•Hybrid

About The Position

The Agency Analyst position is within the Investor Services and Business Solution Department (ISB) of the Global Banking Unit (GBU), Americas Division. The ISB department is responsible for the distribution, agency services, and development of new business opportunities for syndicated loan transactions, as well as developing and executing business and operation plans and managing day-to-day operations and administrative matters in GBU. This role has two main functions: Agency, which involves deal processing, internal control, agency function, and regulatory compliance; and Syndication (Origination and Distribution), which involves managing all phases of the loan syndication process, including origination, distribution, and execution of syndicated loan financings with a focus on financing mandates in GBU. The role requires collaboration with other departments for loan origination, distribution, and execution to secure financing mandates from investors.

Requirements

Bachelor's degree in Finance, Economics or related field with at least 5 years of related experience.
General knowledge of banking principles and/or loan markets.
Excellent organization skills and detail oriented.
Good interpersonal skills for team-oriented environment.
Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access).
Excellent oral and written communication skills.

Nice To Haves

Experience of Loan Agency and Administration preferred.

Responsibilities

Oversee and perform necessary agent functions, including communicating with customers and other lenders for loan servicing and distribution of documents.
Act as primary point of contact with external borrowers and/or lenders in relation to loan agency & administration function.
Perform business review of credit documentation, regulatory compliance review and booking of new investments and for amendments or periodic review.
Ensure compliance and operational requirements are satisfied before closing and for amendments.
Coordinate with internal and third parties to effect bookings, amendments and funding.
Support Credit Analysts with Branch and Head Office monitoring and reporting requirements.
Track credit documentation and other customer reporting requirements for timely receipt.
Maintain related systems, reports, credit files and websites as well as assign application numbers and record approvals.
Communicate closely with Head Office and conduct business conditions appropriately, which may include preparing some reports and applications.
Perform other duties and responsibilities as assigned by management.
Continuously monitor market trends to identify active participants, prevailing market terms and pricing, market depth, and other factors influencing lending and underwriting decisions.
Advise and pitch to clients on market status, optimal structures, and syndication strategies for best execution in the syndicated loan capital markets.
Collaborate with other departments to develop market-based structures and innovative capital raising solutions.
Build and maintain relationships with other banks and non-bank institutions to gather market intelligence during the origination process and assess market capacity during syndication.
Work closely with other departments to originate syndicated loan mandates and execute transactions once mandated.
Develop junior members of the Distribution and Agency team and assist originators in managing deal teams during new deal origination and execution.
Communicate closely with Head Office and conduct business conditions appropriately, which may include preparing some reports and applications.
Perform other duties and responsibilities as assigned by management.