About the Role
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.
Responsibilities
- 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
- 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
Requirements
- 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
- 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
Skills
- MS Office (Excel, PowerPoint)
- Interpersonal skills
- Communication skills
- Writing skills
- Accountability
- Teamwork
- Private Equity
- Finance
Work Type
- Hybrid
Experience Level
- 3-6 years
Education Level
- Bachelor's degree or equivalent work experience
Salary/Compensations
- $128K to $177K
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) is one of the world’s leading financial groups.
- We are 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.
- Our vision is 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.
Equal Opportunity
- 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.
