Analyst - Growth & Middle Market Technology Banking - Relationship Management
Mitsubishi UFJ Financial Group (MUFG) is one of the world’s leading financial groups, striving to make a difference for every client, organization, and community they serve. The Analyst position within the Growth and Middle Market Technology Banking team involves supporting relationship managers with business development and client management activities to achieve client growth and profitability goals.ResponsibilitiesPrepare materials for client and prospect meetings, including external pitchbooks, bespoke slides (debt capacity and cost analysis, terms, comps), public information books and term sheets. Includes ensuring all pitch decks and other sales materials are kept up to date with current, relevant contentSupport senior leadership on strategic projects and broader team initiativesPrepare and present ad hoc decks for management as requestedOriginate and execute briefing memos (clients/prospects) and credit preview memos to equip RMs with what they need to move transactions and opportunities forwardBuild market intelligence by synthesizing industry research, market trends and competitive dynamics into sector insights (e.g. debt comps, M&A comps, capital raises, sector reports, bespoke slides for RMs)Prospecting: Utilize our internal and external resources to find prospects and create ad-hoc reports to find opportunitiesSupport VC/PE coverage efforts through portfolio analysis/screening and pitch materials preparationMarketing: create LinkedIn posts, master slides, one-pagers, etcAssist with client onboarding – KYC, profitability/returns approvals, etcSupport operational, account planning, and budgeting processes for the broader teamPreparing unsolicited term sheets for prospective clientsAttending events (as time allows)Attending in-person and virtual client callsContinuing to develop your professional network locally and nationallyPreparing unsolicited term sheets for prospective clientsAttending events (as time allows)Attending in-person and virtual client callsContinuing to develop your professional network locally and nationallySkillsCredit underwriting or portfolio management experience (ideal but not required)At least one year of commercial/corporate banking experienceCredit training program with a money center bank/regional bankAccounting and finance experienceInterpersonal, analytical, and writing skillsOrganization and time management skills with strong attention to detailKnowledge of Microsoft Excel, PowerPoint and WordExperience with financial modeling and spreadsheetsBachelor's Degree in a business-related major, including Finance, Accounting, or EconomicsBenefitsComprehensive health and wellness benefitsRetirement plansEducational assistance and training programsIncome replacement for qualified employees with disabilitiesPaid maternity and parental bonding leavePaid vacationSick daysHolidaysCompany OverviewMUFG (Mitsubishi UFJ Financial Group) is one of the world's leading financial groups. It was founded in 2001, and is headquartered in Chiyoda-ku, Tokyo, JP, with a workforce of 10001+ employees. Its website is http://www.mufg.jp/english/ourbrand/index.html.
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