Analyst, Corporate Research

Role Description

Reporting to Tokyo Head Office, the Corporate Research Department serves as an independent research function and information repository with the dual mandate of supporting growth initiatives of the Americas Division and SMBC wholly, including the Wholesale Banking Unit and its Corporate Advisory Division. Its due diligence activities support senior management, marketing, credit, risk management, and others in decision making positions to mitigate the bank's risk and enhance business opportunities.

Reporting to the Lead Analyst and/or Team Leader of Corporate Research, the Corporate Research Analyst supports their team research on country, industry, and company trends by helping gather intelligence on their team’s assigned industries and constituents. The Analyst should learn to translate his/her findings logically and through various report types, basing their conclusions on fundamental research performed (primary and secondary), aiming to add value. The Analyst may participate in both external and internal client meetings to exchange information and opinions in support of their team's work. The Corporate Research Analyst also supports research at a transactional level with time spent on due diligence, document processing, financial /statistical analysis, and performs all work independently. This position is directly involved in client business activities. This position has a defined career path for the Analyst to develop further within the Corporate Research Department. All work is presented and typically reviewed by the Lead Analyst and/or Team Leader.

Role Objectives:

• Supports research activities of their team by seeking depth, quality of information and timeliness of delivery.
• Conducts assigned country, industry, and company specific research typically under direct instruction from their Lead Analyst and/or Team Leader.
• Uses their team’s networks (i.e., Credit Agencies, Investment Banks, External Experts, and other resources) to set-up meetings in support of their team’s work and/or to buttress their team’s industry knowledge.
• Provides supporting information to other departments as approved internally to inform about business direction including potential and specific risks to business.
• Prepares and contributes information for internal and external meetings and presentations whenever needed in consultation with their Lead Analyst and/or Team Leader.
• Performs translation of written reports as needed or organizes their translation (using internal resources, for example, from English to Japanese or vice-versa). Follows all necessary compliance rules and processes regarding all written reports and both internal and external customer presentations created by their team.
• Seeks out opportunities to raise the team’s profile with business stakeholders through timely and high-quality support.
• Establishes relationships with internal departments to share their team’s research and views.
• Collects and summarizes feedback to inform refinements to work, as necessary.
• Aligns with team members, including those of other regions or business verticals, to share best practices and potential collaboration on client meetings or cross-regional initiatives as appropriate.

Qualifications and Skills

• 2 years+ of experience in Financial Services, some industry coverage experience preferable.
• Basic knowledge of banking industry and banking products of U.S. and Japanese banks.
• Basic knowledge of U.S. and Japanese banking regulations; legislative and judicial processes.
• Basic knowledge of the financial marketplace, trends, and client understanding of the research function including the ability to locate sources and determine relevance of information.
• Analytical: logical thinker and ability to synthesize information.
• Good communication skills; including good writing and presentation skills.
• Education Required: BA/BS, CFA Level 1 (progress towards)
• Business fluency in the following language(s): Japanese, Spanish &/or Portuguese is a plus.
• Software Systems / Programming Languages: Bloomberg, MS Office (Access, Excel, PowerPoint, Word), Python.