SMBC Group
Structured Finance Acquisition & Advisory, Analyst / Associate
SMBC Group, New York, New York, us, 10261
The anticipated salary range for this role is between $110,000.00 and $200,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
Role Description This individual will support senior team members in developing and managing client relationships by taking an active role in developing, structuring and executing a broad range of advisory and financial transactions for our clients in the energy and infrastructure sectors. The individual will also occasionally support other teams focused on cross-border transactions. Analysts / Associates also provide guidance to analysts and work closely with senior and junior team members in all stages of transaction execution including financial modeling and analysis, creating and preparing presentations and interacting with clients and various departments within the firm.
Role Objectives
Create and/or work with complex financial models which support the analysis of companies in particular sectors. This will frequently require creating detailed pro forma models.
Assist in obtaining merger and acquisition (M&A) mandates, debt advisory, equity capital market transactions and acquisition financing by leveraging the execution and lending capabilities of SMBC and its partners. Support senior bankers in the origination of new transactions by preparing presentation materials, analyzing companies and industries and gathering necessary information.
Support the execution of transactions by preparing marketing materials, debt sizing and valuation exercises, managing the due diligence process and supporting outreach efforts.
Help coordinate internally with other stakeholders regarding client interactions, transactions and credit approvals.
Participate in client meetings and pitches. Demonstrate initiative and ability to contribute value-add information to the meetings, i.e. Valuation, debt sizing, specific sector topics, etc.
Assist in the establishment of the platform, including extensive (deep dive) analysis of targeted clients, helping create the databases and other information needed for the development and ongoing operations of specific sectors.
Qualifications and Skills Minimum 3 full years of experience at the analyst level in an investment banking group or other similar experience.
Demonstrated ability of having meaningfully contributed to the origination and execution of M&A, debt / financial advisory or strategic mandates.
Education Required BA / BS. Preferred MA / MS / MBA.
Licenses, Certifications, Registrations Series 63 and 79 required. CFA a plus.
Language Skills Strong written and verbal English and Spanish communication skills. Portuguese is a plus.
Software Systems / Programming Languages Microsoft Office, Word, Excel, PowerPoint
SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.
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Role Description This individual will support senior team members in developing and managing client relationships by taking an active role in developing, structuring and executing a broad range of advisory and financial transactions for our clients in the energy and infrastructure sectors. The individual will also occasionally support other teams focused on cross-border transactions. Analysts / Associates also provide guidance to analysts and work closely with senior and junior team members in all stages of transaction execution including financial modeling and analysis, creating and preparing presentations and interacting with clients and various departments within the firm.
Role Objectives
Create and/or work with complex financial models which support the analysis of companies in particular sectors. This will frequently require creating detailed pro forma models.
Assist in obtaining merger and acquisition (M&A) mandates, debt advisory, equity capital market transactions and acquisition financing by leveraging the execution and lending capabilities of SMBC and its partners. Support senior bankers in the origination of new transactions by preparing presentation materials, analyzing companies and industries and gathering necessary information.
Support the execution of transactions by preparing marketing materials, debt sizing and valuation exercises, managing the due diligence process and supporting outreach efforts.
Help coordinate internally with other stakeholders regarding client interactions, transactions and credit approvals.
Participate in client meetings and pitches. Demonstrate initiative and ability to contribute value-add information to the meetings, i.e. Valuation, debt sizing, specific sector topics, etc.
Assist in the establishment of the platform, including extensive (deep dive) analysis of targeted clients, helping create the databases and other information needed for the development and ongoing operations of specific sectors.
Qualifications and Skills Minimum 3 full years of experience at the analyst level in an investment banking group or other similar experience.
Demonstrated ability of having meaningfully contributed to the origination and execution of M&A, debt / financial advisory or strategic mandates.
Education Required BA / BS. Preferred MA / MS / MBA.
Licenses, Certifications, Registrations Series 63 and 79 required. CFA a plus.
Language Skills Strong written and verbal English and Spanish communication skills. Portuguese is a plus.
Software Systems / Programming Languages Microsoft Office, Word, Excel, PowerPoint
SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.
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