SMBC Group

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2018 Analyst Training Program - Subscription Secured Finance

2018 Analyst Training Program - Subscription Secured Finance

Job Locations 
US-NY-New York
Career Category 
Analyst Program
Position ID 
Corporate Title 
Posting Date 

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SSFD is responsible for the Global Subscription Finance Product. Subscription Finance lends to private equity funds across alternative asset classes based upon the strength of the sponsor and the investors.
SSFD is actively a Lead Arranger and Administrative Agent and employs a fully origination and distribution model and often as active in syndicating its transactions.
The main function of this position is to provide analytical and administrative support to the senior members of the team. This individual will support associates and senior level officers in preparing credit applications, reviewing quarterly loan reports, conducting regular credit reviews of loans in the portfolio, providing research and analytics, assisting marketing staff in preparing client materials and other administrative tasks as required.



  • Conduct analysis and research on the performance of borrowers to assess historical performance and future projections; ie. Cash flow analysis, risk capital calculations
  • Gather support documentation to structure deals, liaise with middle and back office for KYC purposes, and assist in drafting pre screen memos for the Credit Department
  • Conduct quarterly and annual reviews of loan portfolio and handle a variety of system and procedural issues related to the borrowers such as internal grading, monthly/quarterly reporting, and other ad hoc projects
  • Assist with amendments, dividend transactions, loan closings and funding, and other credit events that may impact the borrower
  • Support in the preparation of client materials (presentations, proposals, RFPs, term sheets, etc.)
  • Undertake research and analytics related to specific sectors, regions or loans, and stay abreast of current market conditions
  • Provide ad hoc reports for management



  • Learning (Agility/Flexibility): Able to quickly learn and adapt to new processes and systems. Works well in a culturally diverse and team oriented environment. Demonstrates intellectual curiosity and an interest in continuous learning
  • Analytical: Strong analytical and critical thinking skills, ability to synthesize large amounts of information, analyze risk and identify mitigating factors
  • Initiative: Self-driven and motivated; takes personal ownership of specific assignments.
  • Teamwork/Agility: Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally. Able to coordinate and communicate with various internal departments across the bank (middle/back office, global counterparts)
  • Communication: Ability to organize thoughts and clearly articulate points and provide summaries and explanations of transactions, verbally or in writing to management or other internal departments
  • Technical Knowledge: Strong accounting skills with an ability to read and interpret financial statements and perform cash flow analysis. Must be proficient in the use of MS Excel, Word and PowerPoint
  • Attention to Detail: Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines