Enterprise Valuation Advisory Associate - Project Finance
About The Position
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The 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, which is 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 the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s 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. The anticipated salary range for this role is between $150,000.00 and $200,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid 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 DescriptionThe Credit Product Management Team has established an Enterprise Valuation Advisory Team to add sophistication to the analysis performed on leveraged loans and loans using enterprise valuation as a source of repayment. The team consists of five professionals and is responsible for analyzing and assisting on loans originated by our structured debt and coverage and capital markets business lines. Team Profile The Enterprise Valuation Advisory Team is a specialized group within the Credit Product Management Team, sits within front office underwriting and origination and is responsible for the independent assessment of the quality of loan underwriting, adequacy of credit assessment, model assumption validation, enterprise valuation, and compliance with relevant credit policies and regulatory guidance relating to credit risk.
Requirements
- Bachelor’s degree in business, Finance, Accounting or Economics required
- Strong interpersonal and process management skills
- Self-starter who will take initiative, learn quickly and work independently
- High level of attention to detail, with excellent written and verbal communication skills
- Team-oriented, with high level of administrative and interpersonal professionalism
- A track record of success and a demonstrated ability to exercise good judgment and discretion
Nice To Haves
- Prior experience in valuation, project finance, M&A, financial analysis or research preferred
Responsibilities
- Provide independent view of credits, validate and endorse the projection model and underlying assumptions, validate debt and equity comparable companies.
- Utilize internal EV tools to provide independent valuation opinion on the transaction value to be contained in the final applications.
- Provide management with valuation updates and partner with various business units to enforce valuation control
- Provide training on enterprise valuation to other credit staff involved in originations, underwriting, and portfolio management.
- Analyze economic and industry conditions and how they affect a business or project
- Perform in-depth analysis of valuation issues and communicate findings to senior stakeholders
- Liaise with colleagues across the firm to better understand and document rationale and evidence of enterprise value
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
