Fund Finance Solutions FX, Analyst

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.

The anticipated salary range for this role is between $110,000.00 and $125,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

The Fund Finance Solutions FX Analyst is a supporting member of the Origination and Execution team in the Bank's Fund Finance Solutions Department ("FFSD") responsible for providing underwriting new potential exposure (PE) credit facilities and build out the FX (foreign exchange) portfolio. This will include developing and managing portfolio level reporting regarding risk frameworks for senior stakeholders, exposure management, and assist in the creation of budget and profitability planning in relation to managing the FX hedging products for the group.

Role Objectives

• Prepare internal and external presentations for senior stakeholders and regulatory bodies
• Monitor and provide reporting regarding risk frameworks, exposure management, profitability and other KPIs and limits
• Ability to reconcile conflicting workbooks/data sets and remedy the root cause
• Exhibit progress in achieving technical proficiency using all SMBC analytical tools and internal financial models, and SMBC systems necessary to perform the responsibilities of the role
• Develop knowledge of financial statements and provide insightful analysis proficiently, eliminating “elevator commentary,” to effectively influence outcomes that support business objectives
• Demonstrate advanced attention to detail and an ability to complete work accurately and precisely in a timely manner against strict deadlines with minimal need for revisions
• Assist with the development of the credit application and negotiation process for FX deals
• Learn the basic structure of FX hedging, including key documentation
• Display a desire and the capability to handle more responsibilities over time

Qualifications and Skills

Experience/Knowledge Requirements

• Bachelor’s Degree in Finance or related field; 0-2 years of comparable or relevant experience
• Experience working in data analysis or in a corporate banking group preferred
• Knowledge of basic corporate finance, accounting, and FX hedging
• Ability to learn financial analysis

Required Skills/Abilities

• Solid financial analytical skills
• Strong written and oral communication skills with an ability to communicate effectively with all levels across the organization
• Ability to multi-task and prioritize effectively to meet strict and competing deadlines
• Highly collaborative and flexible in a team and client environment and ability to form good relationships
• Proficiency using Microsoft Office suite (Excel, Word, PowerPoint)

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 [email protected].