Analyst - Growth and Middle Market Technology Banking - Relationship Management

Mitsubishi UFJ Financial Group•Menlo Park, CA

15h•Hybrid

About The Position

The Growth and Middle Market Technology Banking team at MUFG covers the most exciting venture backed, private equity owned and publicly traded technology companies in the world. They support pre-IPO growth and middle market private and public companies in the innovation ecosystem by evaluating, structuring and underwriting loan facilities and other credit exposures. The Analyst position is an opportunity to be a part of a new, fast-growing team within a truly global financial institution, supporting relationship managers (RMs) with business development and client management activities. Ideal candidates have a growth mindset, are proactive problem-solvers and have a passion for technology. As an Analyst, you will be responsible for supporting the Growth & Middle Market Technology Banking team to achieve their client growth and profitability goals by leveraging the daily activities outlined below.

Requirements

At least one or two years of commercial/corporate banking experience
Credit training program with a money center bank/regional bank
Accounting and finance experience
Interpersonal, analytical, and writing skills
Organization and time management skills with strong attention to detail
Knowledge of Microsoft Excel, PowerPoint and Word
Experience with financial modeling and spreadsheets
Bachelor's Degree in a business-related major, including Finance, Accounting, or Economics

Nice To Haves

Credit underwriting or portfolio management experience (ideal but not required)

Responsibilities

Prepare 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 content.
Support senior leadership on strategic projects and broader team initiatives.
Prepare and present ad hoc decks for management as requested.
Originate and execute briefing memos (clients/prospects) and credit preview memos to equip RMs with what they need to move transactions and opportunities forward.
Build 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 opportunities.
Support VC/PE coverage efforts through portfolio analysis/screening and pitch materials preparation.
Marketing: create LinkedIn posts, master slides, one-pagers, etc.
Assist with client onboarding – KYC, profitability/returns approvals, etc.
Support operational, account planning, and budgeting processes for the broader team.
Keeping the following reports active: National Sales Report, Monthly Calling Activity Report.
Build and manage the Master sales deck and related materials to include ad-hoc client slides such as (competitive liquidity analysis, capital alternatives & recommendations, and syndication overview).
Salesforce timeliness and accuracy.
Preparing unsolicited term sheets for prospective clients.
Attending events (as time allows).
Attending in-person and virtual client calls.
Continuing to develop your professional network locally and nationally.
Allocating a portion of your time to support the Credit Solutions team with portfolio reviews, underwriting memos/analysis, and financial spreading/modelling.