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Job Type:
Minimum USD Salary: 100,000
Maximum USD Salary: 115,000

Industry: OB


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 one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.

This role is for Officer level candidates.

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.

Investor Services and Business Solution (“ISB”)

The Investor Services and Business Solution Department (“ISB”) is responsible for (i) distribution, agency services, and developing new business opportunities for syndicated loan transactions and (ii) developing and executing business and operation plans and managing day-to-day operations and administrative matters in GBU.

Specialty Finance Department (“SFD”)

The Specialty Finance Department (“SFD”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance, and Aviation.

Real Estate Finance (“REF”)

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:

Operations Analyst, ISB, SFD,REF

Responsible for deal processing, internal control and regulatory compliance.

Duties and Responsibilities:

Operations Analyst, ISB, SFD,REF

  1. Performs business review of credit documentation, regulatory compliance review and booking of new investments and for amendments or periodic review.
  2. Ensures compliance and operational requirements are satisfied before closing and for amendments.
  3. Coordinates with internal and third parties to effect bookings, amendments and funding.
  4. Supports Credit Analysts with Branch and Head Office monitoring and reporting requirements.
  5. Tracks credit documentation and other customer reporting requirements for timely receipt.
  6. Performs agent function, including communicating with customers and other lenders for loan servicing and distribution of documents.
  7. Maintains related systems, reports, credit files and websites as well as assigns application numbers and records approvals.
  8. Performs other duties and responsibilities as assigned by management.

Your Qualifications:

  1. Bachelor’s degree in Finance, Economics or related field with at least 3 years of related experience.
  2. 2+ years of banking experience preferred.
  3. Bilingual oral and written skills on a business level in both English and Japanese.
  4. General knowledge of banking principles and/or loan markets.
  5. Excellent organization skills and detail oriented.
  6. Good interpersonal skills for team-oriented environment.
  7. Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access).
  8. Excellent oral and written communication skills.

Why you should join SuMi Trust:

SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion.

  • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance.
  • We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals.

Check out our LinkedIn for our employee experience:

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. SuMi Trust 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 when the Human Resources staff reaches out to you for an interview.

The anticipated salary range for this role is listed above. The specific salary offered to an employment applicant is based on the individual’s qualifications, experiences, the job responsibilities, an analysis of the current compensation paid for similar roles in the local geographic area, and key distinctions of the job as compared to current jobs in the Branch. The role may also be eligible for an annual discretionary bonus.

Sumitomo Mitsui Trust Bank, Limited New York Branch is a branch of Sumitomo Mitsui Trust Holding Group. Learn more about the company, the values, and vision at

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