Associate/Analyst Funds Finance

Join Mitsubishi UFJ Financial Group (MUFG)

Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Position Summary

This individual will provide support to the Fund Finance product team within the Financial Institutions Group (FIG) for the origination and execution of subscription lines of credit and other fund financing solutions. The individual will work alongside the origination and portfolio management teams to support the growth of a portfolio of credit facilities for Private Equity fund clients.

The Funds Finance Team is responsible for providing lines of credit to private equity funds across real estate, energy, infrastructure, secondaries, and private debt strategies.

Responsibilities

• Primarily assist in the origination process in pitching financing solutions to private equity fund clients and prospects
• Prepare deal screen committee materials and credit memos for internal teams and parties
• Work closely with internal coverage and product teams to develop account plans and cross-sell opportunities across different product areas (i.e. FX, Transaction Banking, Securitization, CLO, and other client needs)
• Assist in forecasting business unit financials. Revenue projections, and loan balances
• Prepare ad hoc reports/presentations for use by Bank's senior management
• Maintain/develop various databases of key transaction and financial information on fund borrowers and prospects

Qualifications

• A minimum of 3-6 years of relevant experience within a financial institution analyzing corporate client's risk and credit profiles
• A Bachelor's degree or equivalent work experience
• A CFA designation and or a background in Financial Accounting are a plus
• Completion of formal credit-training program at a financial institution is a decisive asset
• Experience working with syndicated or multi-bank credit facilities is preferred
• An understanding of the Funds Finance business with a focus on Asset Management lending & finance is a decisive asset
• Highly proficient in MS Office (Excel, PowerPoint)
• Excellent interpersonal, communication and writing skills. Results driven, with a strong sense of accountability
• Ability to work equally well on self-managed or team-oriented projects
• High level of understanding of Private Equity and Finance
• Bilingual (English-Japanese) language skills is desirable (not required)

The typical base pay range for this role is between $128K to $177K depending on job-related knowledge, skills, experience and location. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.