Associate/Analyst Funds Finance

MUFG Bank, Ltd. • $128K — $177K *

Los Angeles, CA 90011In-Person

Finance & Insurance

Less than 5 years of experience

1 week ago

By clicking Apply, I agree with Ladders' Terms of Use and Privacy Policy

Job Overview by Ladders

Qualifications

3-6 years of relevant experience in a financial institution assessing corporate client risk and credit profiles
Bachelor's degree or equivalent experience
CFA designation or background in Financial Accounting is a plus
Completion of a formal credit-training program is advantageous
Experience with syndicated or multi-bank credit facilities is preferred
Strong understanding of Asset Management lending & finance
Excellent MS Office proficiency primarily in Excel and PowerPoint
Superior interpersonal, communication, and writing skills, with a results-driven and accountable mindset
Effective in both self-managed and team-oriented projects
Deep knowledge of Private Equity and Finance
Desirable bilingual skills in English and Japanese

Responsibilities

Assist in pitching financing solutions to private equity fund clients
Prepare deal screen committee materials and internal credit memos
Collaborate with internal teams to create account plans and cross-sell opportunities
Facilitate forecasting for business unit financials, including revenue and loan balances
Compile ad hoc reports and presentations for senior management
Develop and maintain databases with key transaction and financial data on fund borrowers

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

Full Job Description

Position Summary:

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.

The Funds Finance Team is responsible for providing lines of credit to private equity funds across real estate, energy, infrastructure, secondaries, and private debt strategies.

Responsibilities:

Primarily 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 (i.e. FX, Transaction Banking, Securitization, CLO, and other client needs)
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

Qualifications:

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
A CFA designation and or a background in Financial Accounting are a plus
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
Bilingual (English-Japanese) language skills is desirable (not required)

The typical base pay range for this role is between $128K to $177K depending on job-related knowledge, skills, experience and location. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes 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, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

About MUFG Bank, Ltd.

MUFG Bank, Ltd. Careers

There has never been a better time to join the global team at MUFG Bank, Ltd., a premier institution recognized for its leadership in the financial sector. MUFG Bank, Ltd. offers a plethora of job opportunities that cater to a variety of skills and interests, all while fostering professional growth and innovation.

Work You’ll Do

Join MUFG Bank, Ltd.'s distinguished team to assist some of the most sophisticated clients in navigating their financial landscapes. At MUFG Bank, Ltd., team members lead from a unique position in the marketplace, at the crossroads of financial expertise, industry knowledge, and digital innovation. Engage with a global team of business and financial advisors to help clients master their economic strategies and challenges. Collaborate with the largest group of finance professionals in the industry – a network that spans across continents offering unmatched opportunities for networking and professional development.

Introducing the MUFG Bank, Ltd. Business Advisory

The team is dedicated to building a leading Advisory group to guide some of the most renowned companies through their financial strategies using innovative solutions.

Do Innovative Work

Be part of a team that delivers targeted financial solutions through a depth and breadth of consulting experience and innovation that’s second to none.

Be Part of a Great Team

Work on a wide range of financial technologies and harness the unparalleled capabilities, global scale, and joint solution development that only MUFG Bank, Ltd. can offer.

Future-Proof Your Career

Advance your career as far as your ambition can take you with limitless opportunities supported by unmatched training, development, and certification support.

Explore

Discover how MUFG Bank, Ltd. is leading the way in financial innovation with cutting-edge projects like blockchain for secure transactions and AI for risk assessment.

The MUFG Bank, Ltd. Alliance

The combined service capabilities, global scale, and joint solution development enable clients to overcome challenges and lead transformation in their industries. Clients worldwide turn to MUFG Bank, Ltd. for new strategies and financial solutions to drive growth and success in the digital era.

Stay Connected

Join the Team

Search open positions that match your skills and interests. MUFG Bank, Ltd. seeks passionate, curious, creative, and solution-driven team players.

SEARCH MUFG JOBS

Keep Up to Date

Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the professionals who work at MUFG Bank, Ltd.

READ CAREERS BLOG

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at MUFG Bank, Ltd.

Learn more about MUFG Bank, Ltd.

Industry