Structured Finance Acquisition & Advisory, Vice President

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. 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.

The anticipated salary range for this role is between $225,000.00 and $225,000.00. 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

The role of the position of Vice President, in the Structured Finance Acquisition & Advisory Team, is to lead and support in the execution and the origination of advisory (M&A and project finance debt) and acquisition finance activities for our clients in the Americas.

This individual will support senior team members in developing and managing client relationships by taking an active role in developing, structuring and executing a broad range of advisory and financing transactions for our clients with an important focus in the energy and infrastructure sectors. Vice President will also supervise Associates/Analysts and work closely with senior and junior team members in all stages of transaction execution including financial modeling and analysis, creating and preparing presentations and interacting with clients and various departments within the firm.

Role Objectives

• Act as the deal team leader in the execution and origination of advisory and financing activities
• Support senior bankers in the origination of new transactions by preparing presentation materials, analyzing companies and industries and gathering necessary information.
• Coordinate the day-to-day of the execution of transactions by debt sizing and valuation exercises, managing execution timeline and due diligence process.
• Support the creation of complex financial models which support the analysis of transactions in key sectors.
• Assists with identification of potential investors, lenders, buyers, and acquisition targets.
• Lead internal coordination with other stakeholders regarding client interactions, transactions and credit approvals.
• Participate in client meetings and pitches. Demonstrate initiative and ability to contribute value-add information to the meetings.
• Provides mentorship to junior banking team members.
  
  

Qualifications And Skills

• At least 5 years of investment banking, project finance lending and advisory or similar experience.
• Demonstrated leadership skills and a team player approach with a strong motivation to contribute to a positive team culture.
• Sound credit analysis skills and ability to determine relative value of investment opportunities.
• Outstanding financial modeling/valuation and analytical skill. Create and/or work with complex financial models.
• Excellent verbal and written communication skills with the ability to manage a variety of transactions and projects simultaneously.
• Ability to organize thoughts, clearly articulate points, and provide summaries and explanations of transactions, verbally or in writing, to clients, management or other internal departments.
• Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines.
• General understanding of power/energy/infrastructure sectors in the Americas.
• Able to quickly learn and adapt to new processes and systems.
• Leadership skills (will assist in leading and training junior staff.)
  
  

Education

• Required BA/ BS. Preferred MA/ MS/ MBA.
  
  

Licenses, Certifications, Registrations

• Series 63 and 79 required. CFA a plus.
  
  

Language Skills

• Strong written and verbal English and Spanish communication skills. Portuguese is a plus.
  
  

Software Systems/ Programming Languages

• Microsoft Office, Word, Excel, PowerPoint
  
  

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.