Leasing Asset Finance Originations, Vice President Investment Banking

MUFG   •  

Orange, CA

Industry: Accounting, Finance & Insurance

  •  

5 - 7 years

Posted 26 days ago

Job Summary:   This position will originate and lead the execution of new business opportunities in the Leasing & Asset Finance group (“L&AF”) through marketing activities directed towards clients and prospects of certain defined coverage areas within the MUFG Wholesale Banking platform to enhance MUFG product penetration; will have responsibility for the evaluation of the client’s financing needs and objectives, recommendation of the appropriate financial solution for large ticket leasing and asset finance business, and transaction execution; and will maximize new business generation to enhance MUFG’s client relationships and meet/exceed L&AF’s financial objectives.      Major Responsibilities:   Business Origination

  • Assist with marketing activities, identifying and sourcing leasing opportunities that conform to MUFG’s business strategy and credit policies
  • Lead or assist with new secured transaction originations
  • Establish and maintain strong relationships with Wholesale Banking staff and provide consistent and comprehensive product coverage to their customers
  • Collaborate with Senior Officers to establish dialogue and foster direct relationships with MUFG clients and prospects that have been identified as candidates for L&AF
  • Coordination and collaboration with internal client coverage teams
  • Develop an expert level of knowledge in L&AF products

Transaction Identification

  • Conduct analysis and due diligence on new business opportunities
  • Develop a strong understanding of the clients’ financial goals and objectives
  • Assist with the recommendation of financial solutions that are appropriate for clients
  • Understand market dynamics and competitive landscape to appropriately structure and price a lease proposal.

Transaction Management

  • Lead and/or assist with the management of all aspects of transactions through closing.
  • Lead and/or assist with deal structuring and internal screening
  • Lead and/ or assist with client negotiation
  • Internal approvals (credit, legal, accounting, new products, etc.)

Other

  • Perform related duties and participate in special projects as required
  • Ensure all activities are in compliance with L&AF and MUFG policies and procedures

Qualifications:
We Require:

  • Bachelor's degree; an advanced degree will be a decisive asset
  • 5-10 years relevant experience in wholesale banking, leasing and/or structured finance
  • Sound knowledge of finance, accounting, and the leasing and asset finance market
  • Strong and proven risk management skills (transaction due diligence and structuring skills)
  • Ability to contribute to transaction execution both internally and externally (with clients and key industry participants)
  • Ability to think critically, solve problems, make decisions, and build trust across the organization
  • Negotiation skills with respect to transaction structure and documentation of loans, leases, partnership transactions, etc.
  • Corporate finance professional with strong marketing, communications and analytical experience
  • Ability to self-manage, develop marketing initiatives, travel and meet directly with clients
  • Series 7/79 & 63 a plus (can be licensed through MUFG)
  • Requisition #: 10021945-WD