Do you want your voice heard and your actions to count?
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.
EDUCATION
• Degree or equivalent work experience equally preferable
• Master of Business Administration (MBA) or advanced degree in Finance, Economics, or a related quantitative field may be preferred but is not universally required
CERTIFICATIONS
• Financial Industry Regulatory Authority (FINRA) Securities Industry Essentials (SIE), Series 7, Series 79 and Series 63
WORK EXPERIENCE
• Demonstrated client-facing or execution experience with independent deal or project accountability
• Financial services or other highly regulated industry experience
• Substantive experience in warehouse and capital markets origination and structuring across asset-backed securities (ABS) and collateralized loan obligations (CLOs)
• Demonstrated ownership of client relationships, structuring decisions, and end-to-end transaction execution
FUNCTIONAL SKILLS
• Advanced expertise in origination and structuring for warehouse facilities, ABS, and CLO transactions across multiple asset classes
• Deep expertise in client relationships with issuers, sponsors, asset managers, and warehouse borrowers
• Proven expertise in engagement with rating agencies, investors, and syndicate desks on structure, pricing, and distribution strategy
• Comprehensive command of negotiation of warehouse facility terms and capital markets transaction documentation, including indentures, asset purchase agreements, and credit agreements
• Thorough understanding of Regulation AB II, risk retention, Volcker Rule, and applicable securities law frameworks
• Substantive expertise in Profit & Loss (P&L) accountability for assigned client portfolios, including fee revenue, financing revenue, and capital usage
• Sophisticated understanding of origination of new mandates and warehouse-to-term takeout opportunities
• Advanced proficiency in coaching and development of associate and analyst professionals across modeling, materials, and execution
FOUNDATIONAL SKILLS
• Demonstrates leadership
• Communicates effectively
• Identifies multiple paths to success using analytical and critical thinking as well as decision-making skills
• Operates strategically to support a culture of continuous improvement and systems thinking
• Makes sound business decisions in a complex work environment
• Collaborates with other business functions and divisions to advance business objectives
• Is flexible, decisive, and able to establish support from leadership
• Monitors industry trends and best practices and applies insights to advance the business
• Exhibits and fosters optimism, resilience, flexibility, and openness to others' ideas
• Inspires innovation and values learning as a lifelong professional objective
• Leads by example, engaging inclusively and with intent
• Always acts with integrity
RESPONSIBILITIES
• Sources and executes financing solutions for clients secured by asset cashflows across warehouse lending and term ABS and CLO transactions
• Originates and structures warehouse facilities and term ABS and CLO transactions across multiple asset classes
• Owns end-to-end transaction execution, including data analysis, idea generation, marketing materials, and stakeholder coordination
• Engages directly with clients, banking coverage teams, legal counsel, risk partners, accountants, syndicate, sales and trading, rating agencies, and investors
• Negotiates warehouse facility terms and term securitization transaction documentation, including indentures, credit agreements, and asset purchase agreements
• Develops structuring solutions calibrated to client objectives, asset cashflows, and capital markets conditions
• Recommends transaction structures, pricing, and distribution strategies to senior origination leadership and clients
• Analyzes market trends, asset class performance, and secondary spread movements to inform structure and pricing
• Manages P&L outcomes for assigned client portfolios, including fee revenue, financing revenue, and capital usage
• Identifies warehouse-to-term takeout opportunities and broader cross-sell with capital markets, lending, and advisory product partners
• Coaches and develops associate and analyst professionals across modeling, materials, and execution
The typical base pay range for this role is between $175K-225K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. 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.
