SMBC Group

Returning Candidate?

Associate II- Middle Market Group

Associate II- Middle Market Group

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

More information about this job


Our Middle Market Group is lookign for an Associate II who will be responsible for periodic credit monitoring and underwriting activity for an assigned portfolio of accounts.



- Underwrite increases to total facility, M&A transactions, dividends, refinancing, and repricing transactions that arise out of the current portfolio
- Analyze, negotiate, and prepare credit applications for amendments
- Act as direct account manager for assigned stressed accounts
- Prepare credit analysis for quarterly and annual reviews
- Assist the Head of Portfolio in various reporting and presentations to senior management as well as support the overall monitoring and management of the portfolio
- Provide training and guidance to junior analysts in credit monitoring skills
- Preparation of financial projection model including Base Case and development of Stress Case scenario
- Review of projections and budget achievement
- Utilize a variety of IT systems including customer setup, compliance, portfolio management systems, etc.



- 5-7 years of comparable or relevant experience. 2-3 years of experience working as a credit analyst at a corporate bank or other financial institution preferred. Middle Market leverage lending credit experience is a plus
- BA or BS degree required. Advances accounting and finance coursework preferred
- CFA designation is a plus

- Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint and Access) required.
- Experience with research databases such as Bloomberg and Capital IQ is a plus