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Job details

Portfolio Monitoring Analyst

About the Bank

Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are the largest asset manager in Asia and number one among Japanese financial institutions by AUM, with $1,142 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.

Department Overview

The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Real Estate Finance Department (“REF”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. REF focuses on building and monitoring portfolio assets in Real Estate product area.

Position Overview:

Responsible for portfolio monitoring, transaction management, supporting review & approval of construction draws, site visits, and market / submarket information for the New York Branch Real Estate Team.

Duties and Responsibilities

Oversees market, submarket, and comp analysis for new and existing transactions.
Supports Credit Analysts and CRE Team with:
- Reviewing construction draws
- Amendments and waivers
- Monthly & quarterly asset management
- Lease approvals
Visit project / property markets and job sites for due diligence and periodic monitoring purposes.
Monitor portfolio to ensure compliance with property reporting deadlines, financial covenants, and construction milestones.
Maintains monthly monitoring / asset management file for NY Branch’s CRE portfolio.
Performs other duties and responsibilities as assigned by management.

Knowledge, Skills and Abilities

Bachelor's degree in Accounting, Finance, Real Estate Finance, Economics or relevant field with 5+ years of related experience.
5+ years of banking experience is preferred.
General knowledge of banking principles and/or real estate lending markets.
Excellent organization skills and detail oriented.
Good interpersonal skills for team-oriented environment.
Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access).
Proficient in Argus.
Excellent oral and written communication skills.

SuMi Trust Glassdoor Company Review

3.5

SuMi Trust DE&I Review

No rating

CEO of SuMi Trust

Hitoshi Tsunekage

Approve of CEO

By SuMi Trust

Please Note that the various Sumitomo companies are completely different but the reviews here may be combined. Sumitomo Mitsui Trust Bank USA (in Hoboken, NJ) is completely different from Sumitomo Mitsui Trust Bank (SuMi TRUST in NYC) and they are...

9 jobs

INDUSTRY

Banking & Lending

TEAM SIZE

51-200

LOCATION

Hybrid, based in Tokyo, Japan

DATE POSTED

August 6, 2023