Hybrid Fund Finance Portfolio Analyst

SMBC; New York (NY); Hybrid; USD 85.000 - 100.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Competitive benefits

Annual discretionary incentive

Zusammenfassung

SMBC is seeking a Fund Finance Portfolio Management Analyst in New York to support the Fund Finance Solutions Department (FFSD). You will contribute to the Loan Approval process, monitor collateral, and gain deep exposure to fund finance products within a market-leading team.

The role offers a hybrid work model in a fast-paced banking environment, with opportunities to interact with senior stakeholders and regulators. A finance-focused degree and strong Excel skills are essential.

Qualifikationen

• Bachelor’s degree in finance, accounting, economics, or related field.
• Strong analytical and quantitative skills.
• Experience with financial data analysis and reporting.

Aufgaben

• Ensure borrowing availability on subscription secured and NAV facilities and approve draw requests from clients.
• Reconcile collateral values with FFSD’s collateral management data.
• Place and manage facility blocks during collateral shortfalls.
• Liaise with deal coverage and loan operations teams and escalate issues.
• Prepare internal and external presentations for senior stakeholders and regulatory bodies.

Kenntnisse

Communication skills

Multi-tasking

Team collaboration

Analytical thinking

Ausbildung

Bachelor’s Degree in finance, accounting, economics, or related field

Tools

Microsoft Excel

Portfolio management software

Jobbeschreibung

SMBC is seeking a Fund Finance Portfolio Management Analyst in New York to support the Fund Finance Solutions Department (FFSD). You will contribute to the Loan Approval process, monitor collateral, and gain deep exposure to fund finance products within a market-leading team.

The role offers a hybrid work model in a fast-paced banking environment, with opportunities to interact with senior stakeholders and regulators. A finance-focused degree and strong Excel skills are essential.