CLO Lending and Management, Analyst / Associate
The Associate will be in charge of the set up and monitoring process for broadly syndicated loan and private credit Collateralized Loan Obligation (CLO) warehouses.
Role Objectives :
- Reviewing and negotiating various CLO warehouse credit agreements;
- Preparing spreadsheets, projections and cashflow analyses of warehouse facilities;
- Drafting and submitting internal SMBC credit applications;
- Developing an understanding of ratings criteria and bank regulations;
- Working with rating agencies to get rating on certain facilities;
- Working closely with other verticals within SMBC including the CLO Banking, Loan Capital Markets and the Lender Finance.
- Engaging with clients through calls, discussions, etc during different phases of the warehousing process
Qualifications and Skills :
2-5 years of banking experience in financial analysis, credit analysis, credit structuring at a corporate or investment bank or other financial institutionBachelor's degree in Economics, Finance, Business or Accounting preferred or equivalent education and trainingStrong ability and background working with MS Office Suite (Word, Excel, PowerPoint,) is requiredAbility to read various financial statements and prepare spreadsheetsDemonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines.Familiarity with corporate finance and some accounting rules is requiredSome knowledge of research databases and tools such as Bloomberg, Capital IQ, HIS Markit, etc.Strong written and verbal communication skills and the capacity to work well in a team structure.Securities licenses requiredSMBC'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.