Portfolio Management Administrator

Sumitomo Mitsui Banking CorporationNew York, NY
12dHybrid

About The Position

The candidate will join the Portfolio Management Group - Steering (PMG), which is responsible for reviewing all lending decisions within the Americas Division to ensure adequate return on risk capital and alignment with client / department business plans. PMG oversees transactions across Corporate Finance, Project Finance, Securitized Products, Leveraged Finance, Real Estate, and LatAm.   PMG manages a committee that brings the Heads of the Business & Finance together to review client-level ROE to ensure efficient resource deployment and alignment with SMBC’s strategic and profitability goals. This position will manage the day-to-day operations of the committee and provide critical support to senior management and business stakeholders. The PMG team reports to the U.S. Controller Team under the U.S. CFO. This is a highly visible role with significant exposure to senior leadership.

Requirements

  • 5-7 years of full-time experience in Finance, Consulting, or Business Management within the financial industry.
  • Experience producing and presenting management-ready materials.
  • Strong organizational, oral, and written communication skills; ability to interact effectively with all levels of the organization.
  • Ability to manage multiple initiatives simultaneously and prioritize effectively.
  • Proven analytical and problem-solving skills.
  • Strong knowledge of financial services industry (finance, banking, accounting, business management).
  • Proficiency in Microsoft Word, PowerPoint, and Excel.
  • Ability to work collaboratively across teams and influence stakeholders.

Responsibilities

  • Execute committee management responsibilities as the primary contact for internal stakeholders, ensuring process rigor and timely execution; including but not limited to agenda development; gathering, review, and posting of all meeting-related materials and information; attending meetings; drafting and reviewing meeting minutes; and committee meeting scheduling.
  • Execute, support and coordinate governance-related operations and projects as assigned by Head of PMG
  • Prepare executive-ready communication and updates, including clear and concise visual artifacts for senior management.
  • Provide oversight and tracking for committee-related communications and maintain the committee charter.
  • Design solutions to address evolving processes and identify areas for optimization across supported teams.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service