Credit Portfolio Associate: Funds & Asset Managers

SMBC; New York (NY); Hybrid; USD 150.000 - 200.000; Vollzeit

Zusammenfassung

SMBC is seeking an Associate within GFIG Credit Portfolio Management in New York to support credit coverage of funds and asset managers across the Americas. You will perform independent credit risk analysis, review transactions, and monitor portfolios for non-bank financial institutions.

The role emphasizes reviewing credit applications, producing concise analyses for Credit Department leadership, and ensuring adherence to SMBC credit standards and regulatory requirements.

Qualifikationen

• 3–5 years of experience in credit risk, investment analysis, or related roles within financial services.
• Experience supporting analysis of funds and/or asset managers.
• Strong foundation in finance and accounting with interest in fund structures and credit risk.

Aufgaben

• Analyze credit risk for funds and asset managers, including strategy, asset composition, leverage, liquidity, investor base, and governance.
• Review transaction structures and facility terms, including revolving credit facilities, term loans, letters of credit, structured financings and trading exposure.
• Assess counterparty risk, deal economics, and alignment with SMBC’s risk‑return and relationship objectives.
• Prepare written credit analysis, executive summaries, and recommendations for Credit Department management.
• Coordinate the credit approval process by liaising between the Front Office and the Credit Department.
• Monitor approved counterparties and portfolios, identifying emerging risks or credit deterioration.
• Provide guidance to Front Office teams to ensure complete, consistent, and policy‑compliant credit applications.

Kenntnisse

Credit risk

Financial analysis

Funds & asset managers

Communication

Jobbeschreibung

SMBC is seeking an Associate within GFIG Credit Portfolio Management in New York to support credit coverage of funds and asset managers across the Americas. You will perform independent credit risk analysis, review transactions, and monitor portfolios for non-bank financial institutions.

The role emphasizes reviewing credit applications, producing concise analyses for Credit Department leadership, and ensuring adherence to SMBC credit standards and regulatory requirements.