Associate - Leveraged Finance

About the role

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.

Responsibilities

• Build and maintain detailed financial models, including LBO, cash flow, and sensitivity analyses
• Support transaction origination efforts through preparation of client materials
• Lead the drafting of credit approval packages, terms sheets and marketing materials
• Coordinate across internal and external stakeholders to drive transaction underwriting process including credit, legal and coverage teams
• Synthesize large amounts of data, conduct detailed company and industry due diligence and develop comparable transaction analysis
• Present transactions to senior management, credit and approval committees
• Assist with documentation and loan closing processes, including review of credit agreements and closing checklists
• Demonstrate accountability for work quality, accuracy, and timeliness
• Train and develop analysts

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 3+ years of leveraged finance, investment banking, private credit, or related experience
• Knowledge of leveraged loan and high yield markets
• Quantitative and analytical skills with strong financial modeling capabilities
• Strong written and verbal communication skills
• Ability to multi-task, operate under tight timelines while maintaining a collaborative team environment

Skills

• MBA candidate or progress toward CFA (preferred)
• Experience supporting private equity‑backed transactions (preferred)
• Familiarity with different industry verticals and market trends (preferred)

Benefits

• Competitive portfolio of benefits (in addition to cash compensation)
• Hybrid workforce model: opportunity to work from home and from an SMBC office
• Reasonable accommodations for applicants with disabilities (contact accommodations@smbcgroup.com)
• Employees must live within a reasonable commuting distance of their office location
• Hybrid work schedule details provided during interview