Associate - Latin America, Sustainable Finance & Advisory Group

Company:  Sumitomo Mitsui Banking Corporation
Location: New York
Closing Date: 31/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

The anticipated salary range for this role is between $150,000.00and $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

Opportunity to join an emerging platform at the heart of a global financial institution's response to the worldwide ESG transformation. This role is part of the Sustainable Finance & Advisory group, which has a mission of supporting business units in navigating the impact of ESG on clients and the bank, with emphasis on working directly with client on sustainable finance transactions. Key functions include preparing high-quality pitches and marketing presentation to clients (focused on Latin America) and coordinating with internal stakeholders; supporting the structuring and execution of sustainable finance transactions (across multiple financing products including bonds, loans and trade finance);; and coordinating across SMBC both in the Americas and globally.

Role Objectives
  • Support client relationship building in Latin America, including by developing high-quality presentation materials based on thorough research, careful analysis and deep foundation in sustainable finance concepts and market practice.
  • Help develop sustainable finance ideas and proposals, as well as gathering and analyzing data in relevant industries and region.
  • Drive transaction execution relating to the sustainable finance aspect of transactions in Latin America.
  • Engage with clients through calls, discussions, client visits (including potential periodic travels) and SMBC-hosted events.
Qualifications and Skills
  • Strong understanding of corporate finance, capital markets and lending business with preference for 3+ years of financial experience, either at financial institution or corporate roles.
  • Knowledge of Latin American market dynamics (and ability to participate in client meetings and prepare presentation materials with proficiency in Spanish and/or Portuguese
  • Strong verbal and written communication skills with an ability to present well, organize thoughts and clearly articulate points and to communicate and propose sustainable finance solutions to a sophisticated client base in a concise manner.
  • Strong research and analytical capabilities, with capacity to integrate and harmonize data from varied sources and draw meaningful conclusions in a client-friendly format.
  • Basicunderstanding of fundamental ESG risks and opportunities in the region and willingness to become a subject-matter expert on current and evolving approaches to integrating ESG into financial solutions.
  • Strong capabilities in Microsoft Powerpoint, Excel, Word and Outlook.
  • Self-driven and motivated; takes personal ownership of specific assignments.
  • Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally.
  • Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines.
  • Able to quickly learn internal policies, processes, and other systems and support expansion and evolution of the same.
  • Demonstrate an intellectual curiosity and interest in continuous learning with an ability to adapt to a culturally diverse and team-oriented environment.
  • Securities Licenses required - Series 7, 63, SIE
Additional Requirements

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.


We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SMBC provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know at

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