Analyst/Associate - Syndicated Loan Closing & Execution

Sumitomo Mitsui Banking Corporation•New York, NY

1d•$63,000 - $120,000•Hybrid

About The Position

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.

Requirements

1 to 3 years trade closing experience required
Education: BA / BS required
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.
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

Nice To Haves

Work experience in a corporate bank or other financial institution including syndications team is preferred
Understanding of financial services, particularly corporate banking
Knowledge of Clearpar
Knowledge of LoanIQ
Knowledge of Debtdomain, Intralinks, SyndTrak or similar loan platforms
Loan Operations experience is a plus

Responsibilities

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.