LADA Client Coverage - Analyst (Colombia)
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.
Role Description
Provide analytical and administrative support to the senior members of the Coverage Teams in Colombia. Support associates and senior level officers in preparing marketing presentations, analytical support for deal origination, support on credit applications, providing research and analytics, assisting senior members in the firm and marketing staff and other administrative tasks as required.This position reports to the Head of Client Coverage and Head of PF.
Role Objectives
The job responsibilities are described herein:
- Build an understanding of the credit process and conduct analysis and research on the performance of borrowers to assess historical performance and future projections; i.e. projected model grade, M&A pro-forma analysis, cash flow analysis.
- Gather support documentation to structure deals, liaise with middle and back office for KYC purposes, and assist in drafting pre consultation memos for the Credit Department.
- Assist with credit applications, amendments, deal closings and funding, and other credit events that may impact the borrower.
- Support in the preparation of client materials (presentations, proposals, RFPs, term sheets, etc.)
- Undertake research and analytics related to specific sectors, regions, large corporate groups or individual companies, and stay abreast of current market conditions.
- Provide ad hoc reports for management.
- Strong accounting skills with an ability to read and interpret financial statements and perform cash flow analysis proficiently. Strong analytical and critical thinking skills, ability to synthesize large amounts of information, analyze risk and identify mitigating factors.
- Proficient in Excel (ability to manipulate data, equations and analysis) and some experience creating financial models.
- Able to quickly learn and adapt to internal policies, processes, grading and other systems. Able to work well in a culturally diverse and team oriented environment. Demonstrates intellectual curiosity and an interest in continuous learning.
- Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally. Able to coordinate and communicate with various internal departments across the bank (middle/back office, global counterparts).
- Organizes thoughts and clearly articulates points, both verbally and in writing, to management or other internal departments; i.e.. ability to summarize and explain transactions. Fluent in English, Spanish and/or Portuguese.
- Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines.
- Self-driven and motivated; takes personal ownership of specific assignments. Able to raise flags and/or consult with senior members as appropriate.
- 0 to 2 years of comparable or relevant experience
- Prior internship experience at a corporate bank or other financial institution preferred.
- BA / BS required
- MS Office Suite - Word, Excel, Power Point
- Business fluency in the following language(s): English & Spanish / Portuguese a plus.
Additional Requirements
SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location.Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.SMBC provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.