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.
EDUCATION
• Undergraduate degree in finance, accounting, economics, or a related field
• Master of Business Administration (MBA) or advanced degree may be preferred, though not universally expected
• Equivalent work experience equally preferable
CERTIFICATIONS
• Dependent on regional requirements:
• Financial Industry Regulatory Authority (FINRA) Series 79
• Financial Industry Regulatory Authority (FINRA) Series 24
• Chartered Financial Analyst (CFA)
• Financial Risk Manager (FRM) or comparable credit-risk credential
• Markets in Financial Instruments Directive II (MiFID II) registration
• Securities and Futures Commission (SFC) Type 1 and Type 6 licensing
WORK EXPERIENCE
• Demonstrated client-facing or execution experience with independent deal or project accountability
• Financial or other highly regulated industry experience
• Experience originating, structuring, pricing, executing, and distributing financing and capital solutions across debt, equity, hybrid, syndicated, and structured products
• Experience advising clients on capital structure, liability management, and credit rating strategy
• Experience with cross-border transactions and global investor coverage preferred
FUNCTIONAL SKILLS
• Advanced expertise in origination, structuring, pricing, and distribution of financing and capital solutions across debt (loans and bonds), equity, hybrid, and structured products
• Proven expertise in liability management execution, including tender offers, consent solicitations, and exchange offers
• Deep expertise in preferred stock, convertible bond, and hybrid capital instrument structuring, including rating-agency and regulatory-capital treatment
• Advanced proficiency in syndication, distribution, and secondary loan trading across bank and institutional investor channels
• Extensive knowledge of credit agreements, indentures, covenants, intercreditor dynamics, and security arrangements
• Sophisticated understanding of credit rating agency methodologies and capital structure optimization
• In-depth expertise in pricing strategy, allocation, and risk-adjusted return calibration
• Refined judgment in market intelligence, portfolio analytics, and investor-demand assessment
• Thorough understanding of regulatory, information-barrier, and securities-law requirements across jurisdictions
• Advanced proficiency in Bloomberg, Debt domain, orderbook management (Ipreo or equivalent) and Customer Relationship Management (CRM) platforms
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
RESPONSIBILITIES
• Leads structuring, pricing, execution, and distribution of financing and capital solutions across debt (loans and bonds), equity, hybrid, and structured products
• Originates and develops client relationships and financing solutions aligned with client capital objectives
• Directs syndication, placement, and secondary market trading, aligning distribution with market appetite
• Advises clients on capital structure optimization, liability management, and credit rating strategy across debt instruments
• Negotiates final pricing, terms, and allocations in collaboration with origination, credit, syndicate, and risk partners
• Manages liability management transactions, including tender offers, consent solicitations, and exchange offers, from launch through close
• Represents the firm in client, investor, and rating agency dialogue on assigned mandates
• Drives allocation frameworks, bookbuilding approaches, and investor engagement plans tailored to transaction objectives
• Directs resolution of complex structuring, documentation, tabulation, and execution issues during live transactions
• Leads coordination with origination, credit, legal, syndicate, and operations teams through closing and post-close activities
• Manages market intelligence, portfolio analytics, and competitor monitoring to inform structuring and timing decisions
• Advises junior team members and reviews analytical work products for quality and accuracy
• Ensures adherence to underwriting policies, regulatory requirements, and conduct standards across transactions
The typical base pay range for this role is between $200-225K 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.
MUFG Benefits Summary