Funds Finance, Vice President

Position Summary

The selected colleague will work in 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 team to support the growth of a portfolio of credit facilities for Private Equity fund clients.

Responsibilities

• Aid in the origination/pitching of financing solutions to private equity fund clients and prospects.
• Underwrite, structure, and complete all approval requests.
• Initiate and ensure completion of all required credit facility documentation.
• Manage the activities of an Analyst team, allocating tasks and providing coaching and guidance as needed.
• Conduct ongoing credit monitoring to maintain the highest credit quality of assigned portfolio.
• Identify and communicate potential credit quality issues.
• Work as part of a team delivering both credit products and non-credit services to clients and prospects.
• Call regularly to existing clients to update their risk profiles and gather necessary information for effective credit monitoring.
• Act as the underwriter on syndicated credits where MUFG is the lead agent.
• Identify and pursue cross-selling opportunities to meet income generation goals (e.g., FX, Transaction Banking, Securitization, CLO, and other client needs).

Qualifications

• Preferably 3+ years of funds finance, subscription lending, or related experience including credit underwriting, structuring, and portfolio management.
• Experience in structuring, negotiating, and executing NAV, Hybrid, and FX transactions preferred.
• Requires a BA, BS, or equivalent work experience. MBA/CFA is a plus.
• Experience working with syndicated or multi-bank credit facilities is preferred.
• Completion of formal credit-training program at a financial institution is a decisive asset.
• 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 are desirable (not required).