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Associate, Middle Market Group
Sumitomo Mitsui Financial Group
New York, NY, United States
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Overview
Responsible for periodic credit monitoring and underwriting activity for an assigned portfolio of leveraged loan accounts. Supports senior level officers in preparing credit applications, reviewing quarterly loan reports, conducting regular credit reviews of assigned loans, and providing research and analytics.
Responsibilities
• Underwrite increases to total facility, M&A transactions, dividends, refinancing and repricing transactions that arise out of the current portfolio
• Analyze, negotiate and prepare credit applications for amendments
• Act as direct account manager for stressed accounts and liaise with workout department on remedial strategies
• Prepare periodic credit reviews for submission to Credit Department
• Assist the Head of Portfolio in various reporting and presentations to senior management as well as support the overall monitoring and management of the portfolio
• Providing training and guidance to junior analysts in credit monitoring skills
• Preparation of financial projection models including Base Case and development of Stress Case
• Review of projections and budget achievement
Qualifications
• 5-7 years of comparable or relevant experience, 2-3 experience working as a credit analyst at a corporate bank or other financial institution preferred.
• Middle Market lending credit experience is a plus
• BS or BA Degree required
• Advanced accounting and finance coursework preferred
• CFA designation is a plus
• Knowledge of Microsoft Office suite (Word, Excel, PowerPoint and Access) required
• Experience with research databases such as Bloomberg and Capital IQ is a plus