Operations Analyst

This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. The position is at the Assistant Officer level.

About the Bank

Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.

Department Overview

The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch (“SMTBNY”) to perform corporate functions and supervise U.S. entities. The division includes the Global Banking Unit (“GBU”), Americas Division and Global Markets Unit (“GMU”), Americas Division, which perform business functions.

Investor Services and Business Solution (“ISB”)

The Investor Services and Business Solution Department (“ISB”) is responsible for (i) distribution, agency services, and developing new business opportunities for syndicated loan transactions and (ii) developing and executing business and operation plans and managing day-to-day operations and administrative matters in GBU.

Specialty Finance Department (“SFD”)

The Specialty Finance Department (“SFD”) is responsible for originating, booking, and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in three main product areas: Project Finance, Trade and Commodity Finance, and Aviation.

Real Estate Finance (“REF”)

The Real Estate Finance Department (“REF”) is responsible for originating, booking, and monitoring credit facilities for both bilateral and syndicated loan transactions. REF focuses on building and monitoring portfolio assets in the Real Estate product area.

Responsibilities

• Performs business review of credit documentation, regulatory compliance review, and booking of new investments and amendments or periodic reviews.
• Ensures compliance and operational requirements are satisfied before closing and for amendments.
• Coordinates with internal and third parties to effect bookings, amendments, and funding.
• Supports Credit Analysts with Branch and Head Office monitoring and reporting requirements.
• Tracks credit documentation and other customer reporting requirements for timely receipt.
• Performs agent function, including communicating with customers and other lenders for loan servicing and distribution of documents.
• Maintains related systems, reports, credit files, and websites, as well as assigns application numbers and records approvals.
• Performs other duties and responsibilities as assigned by management.

Requirements

• Bachelor's degree in Finance, Economics, or related field with 0-2 years of related experience.
• 2+ years of banking experience preferred.
• Bilingual oral and written skills on a business level in both English and Japanese.
• General knowledge of banking principles and/or loan markets.
• Excellent organization skills and detail-oriented.
• Good interpersonal skills for a team-oriented environment.
• Advanced proficiency in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access).
• Excellent oral and written communication skills.

Benefits

• Paid Time Off
• Medical, HSA, vision, and dental insurance
• FSA (Flexible Spending Account)
• 401(k) and profit sharing
• Legal plan
• Cancer indemnity plan
• Disability and life insurance
• Employee assistance program
• Commuter benefits
• Business travel accident insurance
• Paid volunteer day
• Paid memberships and seminars
• Tuition assistance

We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Development Goals.