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MUFG

Associate/Analyst Funds Finance

Posted 7 Days Ago
Be an Early Applicant
In-Office
New York, NY, USA
128K-177K Annually
Mid level
In-Office
New York, NY, USA
128K-177K Annually
Mid level
Support the Fund Finance product team in originating and executing subscription lines and other fund financing solutions for private equity funds. Prepare deal committee materials and credit memos, develop account plans with coverage and product teams, assist with forecasting financials and loan balances, produce senior management reports, and maintain transaction and borrower databases.
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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. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.

HQ

MUFG New York, New York, USA Office

1221 6th Ave, New York, NY, United States, 10020

MUFG Jersey City, New Jersey, USA Office

34 Exchange Pl, Jersey City, NJ, United States, 07302

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