Analyst, Underwriting and Portfolio Management - Sponsor, Growth & Middle Market Healthcare at MUFG | Chicago, IL, US | Rezi

Analyst, Underwriting and Portfolio Management - Sponsor, Growth & Middle Market Healthcare at MUFG

Analyst, Underwriting and Portfolio Management - Sponsor, Growth & Middle Market Healthcare

MUFG · Chicago, IL, US

2 weeks ago

Analyst, Underwriting and Portfolio Management - Sponsor, Growth & Middle Market Healthcare

MUFG · Chicago, IL, US

18 days ago
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About the Role

MUFG is seeking an Analyst to join the Portfolio Management Group (PMG) within the Sponsor, Growth & Middle Market (SGMM) Healthcare vertical. This role supports the evaluation, underwriting, and management of direct loans and other credit exposures to private equity owned non-investment grade borrowers.

Responsibilities

  • Support the credit analysis and management of Sponsor/Direct Lending opportunities within the Healthcare industry vertical.
  • Support the preparation of detailed credit analyses and required credit applications in accordance with internal policies and regulatory guidance.
  • Assist senior underwriters in the due diligence of leveraged buyouts (“LBO”), merger and acquisition (“M&A”), and other financing opportunities.
  • Construct detailed financial models (base and downside cases) to project go-forward business performance, credit statistics, and debt repayment capacity of new and existing clients.
  • Assist senior underwriters with detailed credit application memo write-ups.
  • Provide support for the syndication strategy, including lender presentations and liaison with participant lenders.
  • Responsible for the coordination and communication of account information across various constituencies throughout the organization.
  • Healthcare coverage responsibilities including the need to understand current relevant industry conditions in assigned portfolio utilizing internal and external sources.
  • Oversight of facility closing procedures including both operations and documentation.
  • Work within deal team environment supporting the development and analysis of financing structures/strategies.
  • Support credit analysis for structured credit transactions.
  • Understand and maintain knowledge of healthcare sub-sectors represented in portfolio, including technical aspects and regulatory issues.
  • Participate in client and bank meetings as necessary.
  • Support the communication with the credit approval division including final hold level strategies to ensure alignment of risk strategy and policy.
  • Evaluate and establish appropriate ratings for transactions and correlate appropriate exposure level with regard to exposure on both a transaction and group level.
  • Ensure compliance with policy and regulatory requirements.

Requirements

  • Work experience in financial institutions or equivalent credit risk related function analyzing corporate customers.
  • Knowledge of accounting and corporate finance.
  • Able to work independently and in teams under pressure, and collaborate with groups across the organization.

Skills

  • Strong written, verbal, and interpersonal skills.
  • Strong financial modeling skills.
  • Technologically savvy and proficient in Microsoft Office (Excel, PowerPoint, Word).
  • Interest in or familiarity with the healthcare sector (e.g., providers, services, pharma/life sciences) is a plus.

Location

  • MUFG office or client sites

Work Type

  • Hybrid

Experience Level

  • Analyst

Education Level

  • Bachelor’s degree
  • CFA candidacy is a plus

Salary/Compensations

  • $110k-$120k

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.
  • 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 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.