About the Role
In this role, you will support developing new business, preparing capital committee presentations, and structuring and closing loans in the technology sector. You will also maintain and service the existing portfolio as a Marketing Officer, represent the Bank in the targeted business community, and manage Salesforce database and reporting.
Responsibilities
- Support senior bankers with lending proposals, capital markets updates, customer and industry research, marketing material production, coordination with product areas and other pitches to existing and prospective clients.
- Assist Relationship Managers (RMs) with due diligence related to prospective client deals.
- Follow and prepare sector materials, including updating white papers on sector specific developments and evolution.
- Prepare memos for capital committee that highlight the business rationale for leading or participating in revolving credit facilities, term loans, and other debt products.
- Assist in documenting transactions.
- Liaise with various product areas on GCIB transactions to help develop more extensive knowledge of MUFG's product capabilities.
- Integrate developing product knowledge into draft presentations and transaction memos.
- Assist in developing a strategic and operational business plan for the department under the general guidelines provided by the Managing Director.
- Promote sales and marketing activity to the target market, assist RMs in new strategic area development.
- Attend client meetings when appropriate to observe the RMs and develop working knowledge of relationship development and management.
- Follow relationship development activities with clients and act as liaison with product areas to facilitate opportunities.
- Assist in the loan closing process teams that include KYC, funding, and liquidity.
- Support the Bank's culture through ongoing customer contact, quality customer service, and superior product knowledge.
Requirements
- 3+ years’ experience in U.S. banking and international markets with an emphasis on corporate credit analysis, capital markets and/or Technology coverage
- Formal credit training is a decisive asset
- Excellent interpersonal skills including business writing, editing, and proofreading
- Advanced user of MS Excel, Word and PowerPoint
- Ideally experience in financial modelling and financial statement analysis
- Knowledge of domestic and foreign financial markets and products, including nonbanking financial institutions
Skills
- U.S. banking
- international markets
- corporate credit analysis
- capital markets
- Technology coverage
- business writing
- editing
- proofreading
- MS Excel
- MS Word
- MS PowerPoint
- financial modelling
- financial statement analysis
- domestic financial markets
- foreign financial markets
- financial products
- nonbanking financial institutions
Location
- MUFG office or client sites
Work Type
- Hybrid
Experience Level
- Associate
Education Level
- Bachelor's degree in Business, Finance, Economics or equivalent work experience
Salary/Compensations
- $135k-$155k
Benefits
- Discretionary performance-based bonus and/or incentive compensation
- 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
- Paid vacation, sick days, and holidays
About the Company
- Mitsubishi UFJ Financial Group (MUFG) is one of the world’s leading financial groups with 150,000 colleagues globally.
- MUFG's vision is to be the world's most trusted financial group.
- MUFG values building long-term relationships, serving society, and fostering shared and sustainable growth.
- MUFG's culture prioritizes people, new and diverse ideas, innovation, speed, and agility.
- MUFG invests in talent, technologies, and tools to empower employee careers.
Equal Opportunity
- 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.
- 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.
