Fund Finance Credit Analyst

SUMITOMO MITSUI TRUST BANK, LIMITED•New York, NY

3h•Hybrid

About The Position

SUMITOMO MITSUI TRUST BANK, LIMITED WAS ESTABLISHED THROUGH THE MERGER OF THE SUMITOMO TRUST AND BANKING CO., LTD WITH CHUO MITSUI TRUST AND BANKING, LTD. ON APRIL 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 billion USD in AUM. The bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Market Unit (“GMU”), Americas Division” which performs business functions. The Fund Finance Department (“FFD”) is responsible for providing financing and other service-based solutions to customers that primarily consist of alternative investment funds, fund managers and/or corporate clients. These solutions include, but are not limited to, subscription finance, liquidity facilities, and FX solutions, collectively “Fund Finance”, in addition to Asset Backed Commercial Paper (ABCP) solutions. The Investor Services and Business Solution Department (“ISB”) is responsible for (i) distribution, agency services, and developing new business opportunities for syndicated loan transactions and (ii) developing and executing business and operation plans and managing day-to-day operations and administrative matters in GBU. This role is for a Credit Analyst, responsible for credit evaluation and deal maintenance.

Requirements

Bachelor’s degree in Finance or Economics or equivalent with 2+ years related experience.
Good knowledge of finance and basic accounting.
Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies.
Basic knowledge of corporate finance transaction.
Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)and some modeling capabilities.
Excellent oral and written communication skills.
Basic knowledge of loan markets and alternative investments.

Responsibilities

Reviews potential assets in assigned products/industries and prepares credit applications and makes investment recommendations.
Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management.
Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity.
Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities.
Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated.
May conduct business development activities.
May conduct or support deal structuring activities.
Performs other duties and responsibilities as assigned by management.