Assistant Vice President - Real Estate Finance

Sumitomo Group; Australia; Vor Ort; AUD 90.000 - 140.000; Vollzeit

Zusammenfassung

SMBC in Australia seeks a senior credit and execution member of the REF, CBAP team to assess corporate real estate and investment clients. You will review financial information, build financial models, analyse projects, and prepare reports and credit papers to seek approval.

In this role you will deliver detailed credit analysis, manage loan and ISDA documentation negotiations, and support transaction execution while promoting SMBC’s products and services to clients and advisors.

Qualifikationen

• 3-5 years of relevant experience as an Assistant Relationship Manager or Credit Analyst
• Awareness of Real Estate Finance and Corporate Banking products
• Advanced understanding of financial statements and financial modelling
• Strong numeracy and financial analysis skills
• Excellent written and verbal communication
• Proficiency in Microsoft Office (Excel, Word, PowerPoint)

Aufgaben

• Deliver detailed credit and financial analysis of corporate real estate customers and potential deals
• Work with financial models to model cash flows and financial information
• Prepare reports for presentations to customers and advisors
• Prepare credit papers to seek credit approval from SMBC Credit Department
• Conduct periodic reviews of existing customer accounts
• Manage loan and ISDA documentation negotiation and execution
• Assist with ongoing credit, compliance and administration of the real estate portfolio
• Support REF leadership with policy and process improvements

Kenntnisse

Credit Analysis

Financial Modelling

Financial Statements

Report Writing

Communication Skills

Ausbildung

Business degree or equivalent

Tools

Excel

Word

PowerPoint

Jobbeschreibung

Location: Australia

Office Location: Sydney, Australia

This role involves assessing corporate real estate, real estate investment, and development clients by reviewing financial information, building financial models, analysing projects, and preparing reports. The successful candidate will prepare credit applications, manage transaction documentation, and support the completion of transactions. As a senior credit and execution member of the REF, CBAP team, this person will play a key role in executing transactions whilst promoting SMBC’s products and services.

This position will be responsible for the following:

• Delivering detailed credit analysis and financial analysis of corporate and structured real estate customers and potential deals.
• Working with financial models and modelling cash flows and financial information to undertake financial analysis.
• Preparing reports for presentations to external parties, such as customers and advisors.
• Preparing credit papers to seek credit approval for transactions from SMBC Credit Department.
• Conduct periodic / interim reviews over existing customer accounts.
• Manage the loan and ISDA documentation negotiation and execution.
• Assisting with ongoing credit, compliance and general administration of the real estate portfolio. This will relate to credit memoranda, assisting with the execution of loan documents and ongoing project monitoring requirements.
• Participating as a senior member of the REF team in servicing the clients’ day-to-day requirements over existing and new products.
• Supporting the Head of REF, Deputy Head of REF, and Vice Presidents with implementation of policy and process improvements, REF portfolio analysis and analysis of new business opportunities.

To succeed in this role, you will have:

• 3-5 years of relevant experience as an Assistant Relationship Manager or Credit Analyst, ideally within a Bank or Financial Institution in a deal origination team.
• Awareness and reasonable understanding of Real Estate Finance and Corporate Banking financial products and services.
• Advanced understanding of financial statements and ability to conduct financial modelling.
• Advanced understanding of credit processes within a bank and related administration.
• Strong level of numeracy and financial analysis skills.
• Influencing skills both in writing through presenting a persuasive argument and verbally.
• Ability to condense complex issues into a readable format in report writing or through other communications.
• Excellent communication skills both verbal and written.
• Proficiency in Microsoft Office, including Excel, Word and PowerPoint.
• Tertiary qualifications in a business relevant field.

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