Support senior leadership on strategic projects and broader team initiatives.
Prepare and present ad hoc decks for management as requested.
Originate and execute briefing memos (clients/prospects) and credit preview memos to equip RMs with what they need to move transactions and opportunities forward.
Build market intelligence by synthesizing industry research, market trends and competitive dynamics into sector insights (e.g. debt comps, M&A comps, capital raises, sector reports, bespoke slides for RMs).
Prospecting: Utilize our internal and external resources to find prospects and create ad-hoc reports to find opportunities.
Support VC/PE coverage efforts through portfolio analysis/screening and pitch materials preparation.
Marketing: create LinkedIn posts, master slides, one-pagers, etc.
Assist with client onboarding - KYC, profitability/returns approvals, etc.
Support operational, account planning, and budgeting processes for the broader team.
In addition to the responsibilities listed above, you will be also tasked with keeping the following reports active:
National Sales Report
Monthly Calling Activity Report
Build and manage the Master sales deck and related materials to include ad-hoc client slides such as (competitive liquidity analysis, capital alternatives & recommendations, and syndication overview)
Salesforce timeliness and accuracy
Finally, you will be responsible for:
Preparing unsolicited term sheets for prospective clients
Attending events (as time allows)
Attending in-person and virtual client calls
Continuing to develop your professional network locally and nationally
The role also includes allocating a portion of your time to support the Credit Solutions team with portfolio reviews, underwriting memos/analysis, and financial spreading/modelling.
Requirements
Credit underwriting or portfolio management experience (ideal but not required)
At least one or two years of commercial/corporate banking experience
Credit training program with a money center bank/regional bank
Accounting and finance experience
Interpersonal, analytical, and writing skills
Organization and time management skills with strong attention to detail
Knowledge of Microsoft Excel, PowerPoint and Word
Experience with financial modeling and spreadsheets
Bachelor's Degree in a business-related major, including Finance, Accounting, or Economics
Benefits
Vision insuranceRemote work optionsEquity / stock optionsPerformance bonus
Additional Information
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.
The Growth and Middle Market Technology Banking team at MUFG covers the most exciting venture backed, private equity owned and publicly traded technology companies in the world. They support pre-IPO growth and middle market private and public companies in the innovation ecosystem by evaluating, structuring and underwriting loan facilities and other credit exposures.
The Analyst position is an opportunity to be a part of a new, fast-growing team within a truly global financial institution, supporting relationship managers (RMs) with business development and client management activities. Ideal candidates have a growth mindset, are proactive problem-solvers and have a passion for technology.
Job Summary:
As an Analyst, you will be responsible for supporting the Growth & Middle Market Technology Banking team to achieve their client growth and profitability goals by leveraging the daily activities outlined below.
Mufgub · Menlo Park, CA