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Jobs · Finance · California

Associate/Analyst Funds Finance

MUFG · Los Angeles, CA · 3 wk ago
On-siteFinance$128k–$177k/yrFull-time

Position Summary

The selected colleague 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.

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)
  • Aid 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
  • A high level of understanding of Private Equity and Finance
  • Bilingual (English-Japanese) language skills is desirable (not required)

Pay

The typical base pay range for this role is between $128K to $177K depending on job-related knowledge, skills, experience and location.

Benefits

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA).

The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. 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.

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