LADA Corporate & Project Finance, Analyst (Peru)

Job Level:  Analyst
Job Function:  Relationship Management
Location: 

Lima, PE

Employment Type:  Full Time
Requisition ID:  6066

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.

Role Description

Support corporate & investment banking  functions to develop and implement customer-centric relationship plans. Assist senior bankers in developing and maintaining customer database, including calls and results on all new and existing business relationships. Support senior bankers in managing existing relationships to meet profit and revenue targets, achieve sales goals, mitigate retention risk and increase cross-sells while delivering an excellent customer service experience.

Role Objectives

The job responsibilities are described herein:                        

  • Build an understanding of the credit process and conduct analysis and research on the performance of borrowers to assess historical performance and future projections; i.e. projected model grade, M&A pro-forma analysis, cash flow analysis. 
  • Gather support documentation to structure deals, liaise with middle and back office for KYC purposes, and assist in drafting pre consultation memos for the Credit Department.                
  • Assist with credit applications, amendments, deal closings and funding, and other credit events that may impact the borrower.
  • Support in the preparation of client materials (presentations, proposals, RFPs, term sheets, etc.)                          
  • Undertake research and analytics related to specific sectors, regions, large corporate groups or individual companies, and stay abreast of current market conditions.                                    
  • Provide ad hoc reports for management.

Qualifications and Skills

  • Ability to read and interpret financial statements and perform cash flow analysis proficiently. Strong analytical and critical thinking skills, ability to synthesize large amounts of information, analyze risk and identify mitigating factors.          
  • Proficient in Excel (ability to manipulate data, equations and analysis) and some experience creating financial models.     
  • Able to quickly learn and adapt to internal policies, processes, grading and other systems.  Able to work well in a culturally diverse and team oriented environment. Demonstrates intellectual curiosity and an interest in continuous learning.       
  • Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally. Able to coordinate and communicate with various internal departments across the bank (middle/back office, global counterparts).   
  • Organizes thoughts and clearly articulates points, both verbally and in writing, to management or other internal departments.
  • Ability to summarize and explain transactions.                                
  • Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines.
  • Self-driven and motivated; takes personal ownership of specific assignments. Able to raise flags and/or consult with senior members as appropriate.
  • 0 to 2  years of comparable or relevant experience                        
  • MS Office Suite - Word, Excel, PowerPoint
  • Business fluency in the following language(s): English & Spanish 

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.