What are the responsibilities and job description for the Analyst - Agency, Execution and Planning Loan Capital Markets position at SMBC Group?
The anticipated salary range for this role is between $63,000.00 and $75,000.00. 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 Description
SMBC is looking for a full-time Analyst to join the Middle Office function for Loan Capital Markets (Agency, Execution and Closing). In this role, the Analyst will be responsible for the execution and closing of loan transactions across various business lines. The individual will be working closely with the Origination and Distribution teams, as well as with Relationship Managers, Legal, and Loan Services, to ensure all required documentation, internal credit approval, and due diligence are obtained for an enhanced and streamlined closing process. Agency Execution and Planning group role is customer / investor facing and handles functions such as distribution of information to lenders, lender KYC, confidentiality agreements, as well as technical and administrative amendments.
Role Objectives
- Monitor booking and closing of primary and secondary loan transactions, including the preparation, review, and execution of legal documents.
- Coordinate with relevant parties to settle all primary and secondary market loan transactions, including liaising with front offices, distribution team, trading counterparties, legal counsel and back-office operations team.
- Assist with ad-hoc trade settlement inquiries and maintain various Management reports.
- Prepare various internal reports (daily, monthly and weekly)
- Maintain metrics on deal closings and monitor key milestone indicators during the closing process.
- Coordinate internal KYC review and due diligence of trading counterparties.
- Coordinate confidentiality requests.
- Assist various lines of business with deal closings / amendments and modifications.
Qualifications and Skills
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.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.
Salary : $63,000 - $75,000
