Analyst in Loan Capital Markets at Sumitomo Mitsui Banking Corporation supporting transactions and analysis. Engaging in research, underwriting, and investor meetings with senior teams.
Responsibilities
Responsible for supporting the senior Marketing Officers in Loan Capital Markets with research, analytics, inputs for pitches and underwriting memos, due diligence and the credit approval process
Work directly with the senior deal leads and be involved in all aspects of Loan Capital Markets transactions from pitching through execution; manage the input (capital structure, comparables, indicative term sheets, syndication tracker, etc.)
Maintain and provide regular input to Comparables Database (database of comparable transactions and market trends) and League Tables; ensure database is current and accurate and all new deals are reflected in comps and League Tables reporting; report on assigned deals to team on a weekly basis
Prepare marketing materials such as pitches, Confidential Information Memorandums and Lender Presentations and draft underwriting memos and present to the department's management
Review market updates to ensure quality of information, such as, trends (pricing, tenors, structure), deals and opportunities in the investment grade and non-investment grade markets (corporate and project finance)
Keep close collaboration with the credit and client coverage teams during the structuring and primary syndication process
Manage the process for investor meetings (bank meetings, roadshows) to ensure flawless execution
Requirements
Ideally 1-2 years prior experience at a major financial institution (preference from a loan capital markets role but not required)
Strong analytical and presentation skills and experience supporting syndicated transactions
Strong understanding of the syndicated loan business, including an understanding of credit agreements, deal structures, loan funding mechanics, etc.
Strong financial statement, cash flow and credit analysis, corporate finance and financial accounting skills
Excellent organizational, analytical, and problem-solving skills while balancing workload and prioritizing effectively to complete work accurately and in a timely manner against strict deadlines
Good interpersonal skills and ability to manage internal and external customer relationships and work comfortably with senior members of the team
Highly collaborative and flexible in a team and client environment; shares information with team pro-actively and coordinates and communicates effectively with various internal departments across the bank group
Excellent writing skills to clearly articulate information in pitch materials and underwriting
Self-driven and motivated; takes personal ownership of specific assignments
MS Office Suite - Word, Excel, PowerPoint required; familiar with Debt Domain, Intralinks, Syndtrack, LCD, Loan Connector, Bloomberg, Capital IQ.
Detection & Investigation Analyst Lead handling fraud support and case analysis for PNC's FDO Zelle Fraud organization. Collaborating with customers and departments to mitigate fraud risks and improving processes.
Member Coach Sat Analyst supporting coaching - rich environment for customer care associates at Elevance Health. Monitoring performance and conducting coaching sessions for service quality improvement.
Analyst designing and proposing actions for process improvement in a financial group. Contributing to strategic growth and sustainability initiatives with innovative methodologies.
Analyst managing operational risks at Bancolombia's international branches, executing risk management activities. Collaborating on projects for effective decision - making and compliance with legal standards.
Analista de Informações Estratégicas na BAT em Santa Cruz do Sul, RS. Conduz análises estratégicas e desenvolve dashboards corporativos para decisões gerenciais.
Analista de atendimento pleno at Evertec handling customer support for treasury products. Involved in client interface, incident resolution, and product demand management.
Customer Service Analyst providing client support at Credits Brasil, facilitating communication and resolving inquiries. Collaborating internally for efficient demand management and service quality.
Program Financial Analyst at CACI overseeing financial strategy, compliance, and performance. Collaborating with program managers to ensure accurate financial reporting and analysis throughout project lifecycle.