Energy Finance Analyst - Corporate Banking

MUFG Bank, Ltd.$100K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS degree in a relevant field required
  • Experience in banking or a related industry
  • Proficient in PowerPoint, Excel modeling, and Bloomberg
  • Preferred exposure to accounting and finance concepts
  • Understanding of the energy sector is advantageous
  • Strong communication skills for presentations and reports
  • Ability to thrive in high-pressure situations with attention to detail

Responsibilities

  • Assist Global Relationship Managers with client management
  • Conduct due diligence for prospective and current clients
  • Prepare marketing materials and client presentations
  • Maintain the Salesforce database for tracking client interactions
  • Coordinate transaction closings with various internal teams
  • Analyze financial statements and prepare projections for credit analysis
  • Liaise with product areas to enhance knowledge of MUFG's offerings

Benefits

  • Comprehensive health and wellness benefits
  • Retirement plans and educational assistance
  • Income replacement for eligible employees with disabilities
  • Paid maternity and parental bonding leave
  • Paid vacation, sick days, and holidays
Full Job Description
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.

MUFG Energy Finance is consistently a top-5 lead arranger of syndicated loans and debt capital markets bookrunner, with an uninterrupted 30+ year track record of banking companies across the energy value chain in the U.S. and Canada as well as regional coverage of General Industries companies.

An integral part of the Energy Finance team, the Global Corporate and Investment Banking Analyst ("Analyst") will assist in the management of major client relationships by providing financial analysis, marketing and operational support to Global Relationship Managers ("GRMs") heading business development efforts. The position will require credit analysis on proposed deals, staying abreast of client financing plans, and monitoring of portfolio exposures. The Analyst will handle the operational aspects of business origination such as analyzing portfolio profitability, keeping track of documentation, preparing pitch materials, preparing economic capital analysis, etc.

Position will be based in downtown Houston.

Major Responsibilities:

GRM Support - The Analyst will facilitate business development alongside the GRM(s), providing support where needed including industry and company research, marketing material production, coordination with product areas, as well as other activities as identified by the GRM(s). Key aspects of the job include:
  • Conducting due diligence related to prospective and existing clients
  • Reviewing new business opportunities, preparing and submitting materials used for screening proposed transactions with senior management for approval
  • Developing client marketing presentations and pitch materials under the direction of the GRM(s)
  • Maintaining the Salesforce Database
  • Coordinating transaction closings with back and middle offices
  • Assisting with client relationship management interactions, including the preparation of call reports following any meetings attended


Risk and Credit Analysis - Undertaking detailed financial analysis and transaction diligence, including reviewing financial statements and preparing financial projections
  • Preparing credit applications, including summaries of expected financial results and risk analysis for submission to risk and control functions
  • Reviewing and analyzing transaction term sheets and documentation with a focus on understanding credit features and covenants in financing documentation
  • Ownership and management of processes required for compliance and execution, including profitability analysis, committee approvals, legal due diligence, KYC, and closing checklists


Product Liaison - Liaison with various product areas on GCIB transactions to help develop more extensive knowledge of MUFG's product capabilities.
  • Integrate developing product knowledge into draft presentations and transaction memos


Qualifications
  • A BA/BS degree or equivalent required. Banking or related experience is required
  • PowerPoint Presentation skills, experience with Excel modeling and Bloomberg
  • Previous exposure to accounting and finance (classes) preferred
  • Understanding of energy sector or other related work experience is preferred
  • Proactive, resourceful self-starter capable of rapidly learning new systems and processes and working effectively in a team environment
  • Strong written and verbal communication skills with the ability to deliver high-quality, clear, and concise presentations and memoranda with limited assistance
  • Capacity to consistently communicate professionally, tactfully, and effectively with clients, third party advisors, and colleagues
  • Demonstrated ability to work under pressure in a high-intensity environment and effectively manage/prioritize and deliver on multiple streams of workflow while maintaining high degree of attention to detail and accuracy in all respects

The typical base pay range for this role is between $100K-$110K depending on job-related knowledge, skills, experience and location. This role will 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.

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.

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