Managing Director, Technology and Software Sponsor Coverage at MUFG | Boston, MA, US | Rezi

Managing Director, Technology and Software Sponsor Coverage at MUFG

Managing Director, Technology and Software Sponsor Coverage

MUFG · Boston, MA, US

3 weeks ago

Managing Director, Technology and Software Sponsor Coverage

MUFG · Boston, MA, US

a month ago
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About the Role

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

Responsibilities

  • Grow MUFG’s market share in the technology and software sectors via new client acquisition in the leveraged finance space.
  • Cross-sell the bank’s robust global corporate and investment banking product platform.
  • Manage and grow the software and broader technology sponsor finance practice.
  • Identify and drive left lead financing opportunities in both private credit and syndicated financing opportunities.
  • New Business Development
  • Deep working knowledge of the technology and software sectors with a broad history of transaction success, M&A financing and underwriting leveraged loan and private credit transactions
  • Grow relationships with existing MUFG software private equity clients.
  • Identify, qualify, and create new technology and software clients within the leverage finance sector.
  • Become leader in the sector, including advising, arranging, and agenting marquee transactions in the sector by leveraging your sector expertise and MUFG’s Global Corporate & Investment Banking Platform.
  • Work closely with MUFG’s sponsor coverage bankers and leverage your industry relationships to source new business opportunities to drive dynamic growth in the business.
  • Represent, and ideally present, MUFG at industry conferences to build market awareness around MUFG’s tech and software business
  • Goals will be heavily weighed on new business and fee generation
  • Cross-Selling Additional Bank Products
  • Drive revenue and increased profitability by creating multi-faceted relationships with clients, leveraging MUFG’s world class platform of corporate, investment banking and markets products, both in the US and Globally.
  • Coordinate with MUFG’s product leaders to deliver comprehensive and creative client solutions in areas including M&A finance, leveraged capital markets, rate and currency hedging, working capital solutions, securitization, leasing, project finance, treasury services, and a truly global corporate and investment banking network.
  • Work closely with MUFG owned Intrepid Investment Bank on potential M&A activity and strategic advisory roles.
  • Manage Credit Risks to protect the Bank’s Balance Sheet
  • Utilize bank capital in an effective manner that will meet the Bank’s return hurdles and credit appetite
  • Help underwrite and structure private credit and or leveraged loans for software transactions
  • Be a subject matter expert in underwriting risk in the software and broader technology sectors.
  • Experience in tech M&A financing and have a view on valuations.
  • Identify opportunities to connect MUFG senior management to senior finance and treasury executives at target companies
  • Supervise, as necessary, junior staff members in daily transactions
  • Perform duties and participate in special projects as required

Requirements

  • A Bachelor's degree or equivalent level of related work experience, with an advanced MBA degree preferred
  • A minimum of 15+ years Investment banking and finance experience, business origination, M&A, credit and product training, preferably with money center banks or Boutique M&A Software banks and with 5+ years focused on Tech and Software.
  • Deep experience in leveraged lending / LBO financing is A+
  • A well-developed network of professional peers, client contacts and a track record of achievements with prior origination assignments
  • Subject matter expertise in corporate finance
  • Advanced knowledge of credit analysis
  • FINRA Licenses: Series 63, 79

Skills

  • Deep knowledge of the software sectors in which MUFG private equity clients invest
  • Established network of contacts within the industry (private equity sponsors, investment banks, law firms, etc)
  • Experience financing M&A transactions in the software sector
  • Experience with broadly syndicated leveraged loans, term loan A, private credit and ARR-based financings
  • Developed view of sectors within software, including the implications of AI on their business models
  • Leveraging MUFG’s Global Corporate & Investment Banking Platform
  • Industry relationships (including private equity sponsors, investment banks, law firms, accounting firms, business brokers)
  • M&A finance
  • Leveraged capital markets
  • Rate and currency hedging
  • Working capital solutions (trade & supply chain finance)
  • Securitization (ARS, warehouse & ABS)
  • Leasing
  • Project finance
  • Treasury services
  • Global corporate and investment banking network
  • Underwriting risk in the software and broader technology sectors
  • Tech M&A financing
  • View on valuations

Location

  • MUFG office or client sites

Work Type

  • Hybrid

Experience Level

  • 15+ years Investment banking and finance experience
  • 5+ years focused on Tech and Software
  • Senior banker

Education Level

  • Bachelor's degree or equivalent
  • MBA degree preferred

Salary/Compensations

  • The typical base pay range for this role is between $275k-$400k
  • This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation.

Benefits

  • 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), 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.

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.