Energy Finance Analyst - Corporate Banking
MUFG · Houston, TX · 1 mo ago
Finance$100k–$110k/yrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also must not include sections with filler like "commensurate with experience". We need to preserve all substantive information.
Let's parse the posting.
First paragraph: "Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. 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."
This is about the role/company. Could be "About the role" or "About MUFG". We'll use "About the role". It includes schedule info: four days office/client sites, one day remote. That's schedule. We'll need a Schedule section if we have specific schedule info. The posting says: "The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day." That's schedule. So we can include a Schedule section with that detail.
Next paragraph: "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."
This is more about role responsibilities. Could go under Responsibilities. We'll extract responsibilities.
Then "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 clientsReviewing new business opportunities, preparing and submitting materials used for screening proposed transactions with senior management for approvalDeveloping client marketing presentations and pitch materials under the direction of the GRM(s)Maintaining the Salesforce DatabaseCoordinating transaction closings with back and middle officesAssisting 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 functionsReviewing and analyzing transaction term sheets and documentation with a focus on understanding credit features and covenants in financing documentationOwnership 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"
That's responsibilities.
Then "Qualifications A BA/BS degree or equivalent required. Banking or related experience is requiredPowerPoint Presentation skills, experience with Excel modeling and BloombergPrevious exposure to accounting and finance (classes) preferredUnderstanding of energy sector or other related work experience is preferredProactive, resourceful self-starter capable of rapidly learning new systems and processes and working effectively in a team environmentStrong written and verbal communication skills with the ability to deliver high-quality, clear, and concise presentations and memoranda with limited assistanceCapacity to consistently communicate professionally, tactfully, and effectively with clients, third party advisors, and colleaguesDemonstrated 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"
That's qualifications/skills. Could split into Qualifications and Skills. The instruction says we can have sections like Qualifications, Skills. We need to decide what to put where. Usually Qualifications includes education, experience; Skills includes technical and soft skills. We'll separate.
Then "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."
That's Pay section.
Then "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"
That's Benefits section.
Then there is a lot of legal boilerplate about EEO, Fair Chance, etc. Must remove.
Also "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." That's legal; remove.
Also "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." Remove.
Also "We are proud to be an Equal Opportunity Employer..." Remove.
Thus final HTML will have sections: About the role, Responsibilities, Qualifications, Skills, Pay, Benefits, Schedule. Possibly also "Location"? Not required as heading; location info is in responsibilities paragraph: "Position will be based in downtown Houston." Could be included in About the role or Responsibilities. We'll keep it in About the role.
We must not repeat job title as heading. So no heading for "Global Corporate and Investment Banking Analyst". Good.
We must use
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also must not include sections with filler like "commensurate with experience". We need to preserve all substantive information.
Let's parse the posting.
First paragraph: "Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. 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."
This is about the role/company. Could be "About the role" or "About MUFG". We'll use "About the role". It includes schedule info: four days office/client sites, one day remote. That's schedule. We'll need a Schedule section if we have specific schedule info. The posting says: "The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day." That's schedule. So we can include a Schedule section with that detail.
Next paragraph: "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."
This is more about role responsibilities. Could go under Responsibilities. We'll extract responsibilities.
Then "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 clientsReviewing new business opportunities, preparing and submitting materials used for screening proposed transactions with senior management for approvalDeveloping client marketing presentations and pitch materials under the direction of the GRM(s)Maintaining the Salesforce DatabaseCoordinating transaction closings with back and middle officesAssisting 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 functionsReviewing and analyzing transaction term sheets and documentation with a focus on understanding credit features and covenants in financing documentationOwnership 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"
That's responsibilities.
Then "Qualifications A BA/BS degree or equivalent required. Banking or related experience is requiredPowerPoint Presentation skills, experience with Excel modeling and BloombergPrevious exposure to accounting and finance (classes) preferredUnderstanding of energy sector or other related work experience is preferredProactive, resourceful self-starter capable of rapidly learning new systems and processes and working effectively in a team environmentStrong written and verbal communication skills with the ability to deliver high-quality, clear, and concise presentations and memoranda with limited assistanceCapacity to consistently communicate professionally, tactfully, and effectively with clients, third party advisors, and colleaguesDemonstrated 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"
That's qualifications/skills. Could split into Qualifications and Skills. The instruction says we can have sections like Qualifications, Skills. We need to decide what to put where. Usually Qualifications includes education, experience; Skills includes technical and soft skills. We'll separate.
Then "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."
That's Pay section.
Then "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"
That's Benefits section.
Then there is a lot of legal boilerplate about EEO, Fair Chance, etc. Must remove.
Also "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." That's legal; remove.
Also "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." Remove.
Also "We are proud to be an Equal Opportunity Employer..." Remove.
Thus final HTML will have sections: About the role, Responsibilities, Qualifications, Skills, Pay, Benefits, Schedule. Possibly also "Location"? Not required as heading; location info is in responsibilities paragraph: "Position will be based in downtown Houston." Could be included in About the role or Responsibilities. We'll keep it in About the role.
We must not repeat job title as heading. So no heading for "Global Corporate and Investment Banking Analyst". Good.
We must use for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to decide what to put as lists.
For About the role: prose paragraph(s). Could be multiple
.
For Responsibilities: we have bullet-like items but they are in paragraphs with commas. We could convert to
- for each major responsibility area: GRM Support, Risk and Credit Analysis, Product Liaison. Under each we could have sub-items? The instruction: use
- for any list of duties/requirements/benefits. So we can make a list of responsibilities items. Could list each bullet as
- . We'll parse the responsibilities text into items.
Responsibilities text:
- 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
- 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
- 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
We could group but it's okay as a flat list.
Qualifications: list items: BA/BS degree or equivalent required; Banking or related experience 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 preferred.
Skills: list items: 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.
Pay: prose: 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.
Benefits: list items: 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; paid vacation, sick days, and holidays.
Schedule: prose: The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day.
Location: maybe include in About the role: "Position will be based in downtown Houston." We'll add that as a sentence.
Now ensure we don't include filler like "commensurate with experience". Not present.
We must not include any application instructions like "please click the link below" etc. We removed that.
Now produce HTML fragment.
Structure:
About the role
...
Responsibilities
- ...
...
Qualifications
- ...
...
Skills
- ...
...
Pay
...
Benefits
- ...
...
Schedule
...
Make sure no extra whitespace issues.
Now craft the prose for About the role: combine the initial paragraphs plus location.
Paragraph 1: "Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward
- for any list of duties/requirements/benefits. Use
for prose. We need to decide what to put as lists. For About the role: prose paragraph(s). Could be multiple
. For Responsibilities: we have bullet-like items but they are in paragraphs with commas. We could convert to
- for each major responsibility area: GRM Support, Risk and Credit Analysis, Product Liaison. Under each we could have sub-items? The instruction: use
- for any list of duties/requirements/benefits. So we can make a list of responsibilities items. Could list each bullet as
- . We'll parse the responsibilities text into items.
Responsibilities text:
- 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
- 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
- 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
We could group but it's okay as a flat list.
Qualifications: list items: BA/BS degree or equivalent required; Banking or related experience 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 preferred.
Skills: list items: 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.
Pay: prose: 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.
Benefits: list items: 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; paid vacation, sick days, and holidays.
Schedule: prose: The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day.
Location: maybe include in About the role: "Position will be based in downtown Houston." We'll add that as a sentence.
Now ensure we don't include filler like "commensurate with experience". Not present.
We must not include any application instructions like "please click the link below" etc. We removed that.
Now produce HTML fragment.
Structure:
About the role
...
Responsibilities
- ... ...
Qualifications
- ... ...
Skills
- ... ...
Pay
...
Benefits
- ... ...
Schedule
...
Make sure no extra whitespace issues. Now craft the prose for About the role: combine the initial paragraphs plus location. Paragraph 1: "Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward
- for each major responsibility area: GRM Support, Risk and Credit Analysis, Product Liaison. Under each we could have sub-items? The instruction: use