VP - Loan Syndication

The Japan Research Institute, Limited (Singapore Branch); Mumbai; On-site; INR 4,000,000 - 6,000,000; Full time

Benefits offered by this job

Job summary

Sumitomo Mitsui Banking Corporation (SMBC) seeks a senior professional to support loan syndications—from origination through execution to investor engagement—in INR and FCY markets. You will prepare pitch materials, conduct credit analysis, and coordinate with internal and external teams to ensure consistency across documents.

Ideal candidates hold an MBA in Finance or CA/CFA with 10+ years of relevant experience, strong knowledge of loan documentation and syndication practices, and excellent

Qualifications

• MBA in Finance / CA / CFA with 10+ years of relevant experience in loan syndications and investment banking.
• Strong understanding of loan documentation, credit structuring, and syndication market practices.
• Excellent analytical, communication, and presentation skills.
• Proficiency in financial modeling and preparing investor materials.
• Ability to work independently & collaboratively across internal teams & external stakeholders.
• Proven ability to manage multiple transactions simultaneously while meeting tight timelines.

Responsibilities

• Assist team in preparing pitch materials, market updates, benchmarking, and transaction structuring.
• Prepare credit analysis briefs and underwriting memos to support deal assessment and approval processes.
• Prepare and Review key commercial terms in draft term sheets to ensure alignment with market standards and internal risk appetite.
• Support the review of loan documentation from a syndication and APLMA best-practice perspective.
• Prepare high-quality sales and marketing materials for syndicated loan transactions, and coordinate with internal/external teams.
• Engage with potential investors to address queries related to credit profile, transaction structure, pricing, and legal documentation.

Skills

Financial analysis

Credit analysis

Financial modeling

Presentation skills

Communication

Team collaboration

Education

MBA in Finance

Chartered Accountant

CFA

Job description

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Headquartered in Tokyo, Sumitomo Mitsui Banking Corporation (SMBC) is a leading global financial institution and a core member of Sumitomo Mitsui Financial Group (SMBC Group). Built upon our rich Japanese heritage since 1876, we put our customers first and provide seamless access to, from and within the Asia Pacific region. SMBC is one of the largest Japanese banks by assets and maintain strong credit ratings across our global integrated network. We work closely as one SMBC Group to offer personal, corporate and investment banking services to meet the needs of our customers.

With sustainability embedded within our strategy and operations, we are committed to creating a society in which today’s generation can enjoy economic prosperity and well-being, and pass it on to future generations.

1. Origination:

• Assist team members in preparing pitch materials and transaction proposals for new mandates, including market updates, benchmarking, and transaction structuring.
• Prepare credit analysis briefs and internal discussion memos, including underwriting memos to support deal assessment and approval processes.
• Prepare and Reviewkey commercial terms in draft term sheets to ensure alignment with market standards and internal risk appetite.
• Support the review of loan documentation (e.g., facility agreements, term sheets, intercreditor agreements) from a syndication and APLMA best practice perspective.

2. Execution Support:

• Prepare high-quality sales and marketing materials (e.g., Information Memorandums, teasers, investor presentations) for the distribution of syndicated loan transactions primarily for INR syndications.
• Coordinate with internal teams and external advisors to gather relevant information and ensure consistency across execution materials.
• Support in organizing investor roadshows, virtual calls, and one-on-one meetings for mandated transactions.

3. Distribution and Investor Engagement:

• Engage with potential investors to address queries related to credit profile, transaction structure, pricing, and legal documentation.
• Collate and analyze investor feedback to refine distribution strategy and optimize investor allocation.
• Maintain updated investor databases and support investor coverage initiatives to enhance market reach across both INR and FCY lenders (including banks, NBFCs, and institutional investors).

4. Job Criteria

• MBA in Finance / chartered accountant / chartered financial analyst with 10+ years of relevant experience in loan syndications, investment banking, credit analysis, or related functions.
• Strong understanding of loan documentation, credit structuring, and syndication market practices.
• Excellent analytical, communication, and presentation skills.
• Proficiency in financial modeling and preparing investor materials.
• Ability to work independently & collaboratively across internal teams & external stakeholders.
• Proven ability to manage multiple transactions simultaneously while maintaining attention to details & meeting tight timelines.