AVP/VP – LCMA
Sumitomo Mitsui Banking Corporation – SMBC Group
full-time
Posted on:
Location Type: Office
Location: Mumbai • India
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Job Level
About the role
- Origination: Assist team members in preparing pitch materials and transaction proposals for new mandates, including market updates, benchmarking, and transaction structuring.
- Prepare credit analysis briefs and internal discussion memos, including underwriting memos to support deal assessment and approval processes.
- Prepare and Review key commercial terms in draft term sheets to ensure alignment with market standards and internal risk appetite.
- Support the review of loan documentation (e.g., facility agreements, term sheets, intercreditor agreements) from a syndication and APLMA best practice perspective.
- Execution Support: Prepare high-quality sales and marketing materials (e.g., Information Memorandums, teasers, investor presentations) for the distribution of syndicated loan transactions primarily for INR syndications.
- Coordinate with internal teams and external advisors to gather relevant information and ensure consistency across execution materials.
- Support in organizing investor roadshows, virtual calls, and one-on-one meetings for mandated transactions.
- Distribution and Investor Engagement: Engage with potential investors to address queries related to credit profile, transaction structure, pricing, and legal documentation.
- Collate and analyze investor feedback to refine distribution strategy and optimize investor allocation.
- Maintain updated investor databases and support investor coverage initiatives to enhance market reach across both INR and FCY lenders (including banks, NBFCs, and institutional investors).
Requirements
- MBA in Finance / chartered accountant / chartered financial analyst with 10+ years of relevant experience in loan syndications, investment banking, credit analysis, or related functions.
- Strong understanding of loan documentation, credit structuring, and syndication market practices.
- Excellent analytical, communication, and presentation skills.
- Proficiency in financial modeling and preparing investor materials.
- Ability to work independently & collaboratively across internal teams & external stakeholders.
- Proven ability to manage multiple transactions simultaneously while maintaining attention to details & meeting tight timelines.
Benefits
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
credit analysisfinancial modelingloan documentationtransaction structuringsyndication market practicespreparing investor materialsbenchmarkingunderwritingdrafting term sheetsanalyzing investor feedback
Soft Skills
analytical skillscommunication skillspresentation skillscollaborative skillsindependent workattention to detailtime managementorganizational skillsengagement skillscoordination skills
Certifications
MBA in Financechartered accountantchartered financial analyst