SMBC Group

Returning Candidate?

Associate I Middle Market

Associate I Middle Market

Job Locations 
US-NY-New York
Career Category 
Middle Market
Position ID 
Corporate Title 
Posting Date 

More information about this job


Opportunity to join a dynamic team and gain hands on and comprehensive experience in evaluating and financing transactions in the Middle Market Private Equity Sponsor LBO market within a multitude of industries. This is a position of increasing responsibility. 



Conduct analysis and research into the performance of potential borrowers including historical financial performance and evaluation of projections and their drivers
Conduct industry research/ drivers and developments that may impact the borrowers’ future performance
Assist in the write up of the credit application
Review credit agreement and facility terms
Ensure that analysis is conducted in a timely manner to ensure approval on time

Coordinate the booking of the loans with the operations dept. and be in compliance with banks policies and procedures



3+ years of lending experience - preferably to middle market companies.
Experience spreading of financial results, running projection modeling scenarios and repayment capacity analysis.

Analytical skills that include ability to write concisely and present view point on the credit including risks, mitigants and recommendations.
Ability to review credit agreements to ensure that terms and conditions are in line with what was represented in the credit application.
Excellent writing and presentation skills.
Able to work collaboratively in a fast paced and dynamic, team environment.
Good knowledge of accounting fundamentals. 


BS/BA in finance or accounting preferred.
Proficient in MS Excel and Word.