Portfolio Management Data Analytics; Analyst​/Associate

Job Level: Associate

Location:

New York, NY, US, 10172

Employment Type:

Full Time

Requisition

SMBC Group is a global financial group headquartered in Tokyo with operations in more than 40 countries and 80,000 employees worldwide.

The Group has a presence in the Americas, serving clients in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru.

The anticipated salary range for this role is between $82,000.00 and $, with potential for an annual discretionary incentive award and a competitive benefit portfolio.

We are hiring a candidate to join the Portfolio Management Group (PMG) analytics team in the Americas Division (AD). We are open to applicants at both the Analyst and Associate levels. The team analyzes profitability of clients, businesses, and sectors to inform strategic direction and manage the team’s profitability data infrastructure while leading projects to advance analytical capabilities. This team partners closely with front‑office departments to explain how changes in income, expense, or risk‑weighted assets impact profitability.

The position reports to the head of PMG analytics within the broader Finance organization.

• Engage with all aspects of the PMG analytics team including data analysis, recurring data preparation, and management presentations. Independently carry out complex projects, such as scenario analysis or project management for system improvement, with minimal supervision.
• Automate essential data preparation functionality to improve speed and accuracy of production. Manage current aggregation process using Python, SQL, and other tools.
• Present profitability results to stakeholders to enhance understanding of specific clients/sectors and support strategic decision making. Track and report on key new business initiatives to ensure alignment with return expectations.
• Maintain and expand PMG dashboard framework to provide users with interactive tools for assessing client and departmental performance.
• Develop consensus with front office departments regarding aggregation of client data and foster ongoing working relationships.
• Work closely with Finance and the Global Banking Unit to improve accuracy of global profitability data and incorporate any policy/methodology changes.
• Enhance understanding of available data sources in AD to provide supplementary information that can drive process efficiency.

• Work Experience:
• Analyst: 1–2 years of work experience in data and analytics
• Associate: 3–5 years of work experience in data and analytics
• Strong critical thinking skills with the ability to create informative and accurate reporting
• Advanced Excel and Power Point skills with a proven capacity to develop competency in analytical tools

• Experience using Python, Tableau, SQL, and/or Alteryx.
• 3–5 years’ experience in data and analytics in corporate banking.
• Experience with independent project management partnering with multiple stakeholders.
• Track record of driving creative technical solutions with IT to solve business problems.
• Knowledge of financial regulations (Basel III) and capital allocation models.

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 the 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