Fund Finance, Associate

Sumitomo Mitsui Banking Corporation • New York, NY

22h • $150,000 - $200,000 • Hybrid

About The Position

SMBC Group is a top-tier global financial group headquartered in Tokyo with a 400-year history, offering diverse financial services including banking, leasing, securities, credit cards, and consumer finance. The Group operates in nearly 40 countries with over 130 offices and 80,000 employees worldwide. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company, one of Japan's three largest banking groups, with shares trading on the Tokyo, Nagoya, and New York stock exchanges. In the Americas, SMBC Group has a presence across multiple countries, providing commercial and investment banking services to corporate, institutional, and municipal clients. This role is for an Analyst (Associate level) based in the NYC office, responsible for structuring and executing complex structured finance transactions for SMBC’s Fund Finance Solutions Department. The focus is on NAV, Hybrid, GP, and other fund financing solutions, including assisting in deal structuring, arranging, deal monitoring, and collaborating with the Bank's Loan Syndication department. The position covers all facilities related to capital commitment and other fund financing across various geographies and strategic sectors like corporate private equity, real estate, infrastructure, corporate credit, and secondaries. Strong financial modeling, financial accounting, and time management skills are essential.

Requirements

• Bachelor’s degree with focus in Finance, Economics, Accounting, or a quantitative discipline.
• 0-2 years of relevant experience in investment banking, corporate banking, or a related field.
• Strong proficiency in Microsoft Excel and financial modeling skills.
• Understanding of various valuation methodologies.
• Excellent oral and written communication skills, interpersonal skills, with strong attention to detail.
• Highly organized, self‑motivated, and capable of managing multiple priorities in a deadline‑driven environment.
• Strong ability to collaborate cross‑functionally and represent SMBC professionally with external stakeholders.

Nice To Haves

• Masters, CFA, or CAIA preferred
• Experience with fund finance, leveraged finance, or private capital structures preferred.
• Knowledge of fund finance industry, exposure to private equity fund structures, portfolio company analysis, or valuation‑driven credit products preferred.

Responsibilities

• Assist senior team members in structuring and executing complex fund finance transactions for high profile private equity clients.
• Support new deal execution from inception to closing, including transaction structuring, due diligence, and financing document negotiation alongside the Bank's legal department and external counsel.
• Support senior team members in managing the full lifecycle of legacy credit facilities, including extensions, amendments, and refinancings.
• Assist in the credit process including application preparation, risk grading, financial statement analysis, modeling and credit approval.
• Support portfolio management functions, including exposure reporting, collateral management and credit oversight.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees