Carry out and eventually lead the execution process of CLO transactions and "warehouse facilities", including the structuring, documentation drafting, cash-flow modeling, rating agency analytics, marketing and investor analysis
Liaise with internal stakeholders such as Credit, Syndicate, Sales and Trading teams and with third parties such as external Legal Counsel, Trustees, Rating Agencies and Investors
Communicate with CLO Manager clients and provide them with transaction updates during the transaction development and execution stages
Monitor and participate in the preparation of materials to update Syndicate, Sales, and CLO Manager clients
Assist junior team members in review and analysis of portfolio data and coordination on internal processes
Review marketing materials for CLO Issuer and investor clients
Participate in conference and investor marketing "road show" meetings
Review materials for internal meetings and approvals
Participate in special assignments and projects as required
Requirements
4 -7 years of relevant experience
Bachelor's Degree or higher. Degree in Finance or a Quantitative Discipline (i.e. Mathematics, Computer Science, and/or Engineering) preferred. CFA or working on designation a plus. Master's Degree a plus
Experience working at a Bank, Ratings Agency, CLO Manager and/or experience working in a quantitative area i.e. Structuring, Trading or Quantitative Analysis
Knowledge of bilateral facilities, Asset Based Lending (ABL), warehouses, and lender finances
Highly proficient in MS Office (Excel, PowerPoint), knowledge about VBA, Python preferred
Excellent interpersonal, communication and writing skills. Results driven, with a strong sense of accountability
Series 7, 63, and 79 (or obtained shortly after joining)
MUFG Benefits Summary
Benefits
Health insuranceVision insurancePaid time offRemote work optionsPerformance bonusParental leave
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.
Position Summary:
This individual will help execute and eventually lead Structuring on Primary CLO transactions and warehouse facilities. He/she will interact with CLO Issuers, Senior and Junior Execution team members, Middle Office and Operations, Syndicate, Sales, Legal Counsel, Investors, and Rating Agencies throughout all phases of the deal. This person will negotiate and market new issue transactions, utilize analytical tools and models to produce results and reports,
Mufgub · New York, NY