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Lender Finance, Associate Job Opening In New York – Now Hiring SMBC Group


Job description

The anticipated salary range for this role is between $150,000.00 and $200,000.00.

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


Sumitomo Mitsui Banking Corporation(“SMBC”) is seeking an Associate to join its’ growing Lender Finance Group’s Origination and Execution team in the Securitized Products and Capital Solutions Department.

The Lender Finance Group provides asset-based financing and a range of other financing products and services to asset managers that are leading lenders to US middle markets.

The Associate will provide senior bankers with marketing support in origination, execution, and monitoring of lender finance transactions.

This role will also construct terms and conditions and participate in term sheet negotiation.

Role Objectives:

  • Support senior bankers in the execution of new transactions by preparing credit materials, analyzing collateral, and managing transaction processing through the closing process.

  • Prepare detailed, high-quality credit analysis and applications ensuring accuracy, analytical depth, and an understanding of relevant credit metrics, in accordance with internal policies and regulatory guidance.

  • Develop financial models for use in securitization transactions.

  • Coordinate information flow among counter-party asset managers, Origination and Execution team, credit department, and other departments to ensure successful execution of transactions.

  • Coordinate due diligence and approval processes with relevant departments.

  • Run Know Your Customer processes to ensure compliance with internal and external policies.

  • Support group and division initiatives, including syndication and distribution of originations.

  • Develop marketing material and pitch books.

  • Qualifications and Skills

  • 2-4 years of relevant experience.

  • Sound credit analysis and financial modeling skills.

  • Excellent verbal, interpersonal, 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 senior bankers and credit 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.

  • CPA, CFA preferred.

  • Knowledge of MS Office Suite is required.

  • Knowledge and experience working with Intex and Bloomberg and programming tools (Python, C++, MATLAB, VBA, etc.) is preferred.


  • 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.

    Required Skill Profession

    Financial Specialists


    • Job Details

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    Unlock Your Lender Finance Potential: Insight & Career Growth Guide


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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at SMBC Group adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying United States laws and regulations

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    Interview Tips for Lender Finance, Associate Job Success

    SMBC Group interview tips for Lender Finance, Associate

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    Before the Interview:

    Research: Learn about the SMBC Group's mission, values, products, and the specific job requirements and get further information about

    Other Openings

    Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

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