Associate/Analyst Funds Finance

Mitsubishi UFJ Financial Group•Los Angeles, CA

1d•Hybrid

About The Position

This individual 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. The Funds Finance Team is responsible for providing lines of credit to private equity funds across real estate, energy, infrastructure, secondaries, and private debt strategies.

Requirements

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
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
High level of understanding of Private Equity and Finance

Nice To Haves

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
Bilingual (English-Japanese) language skills is desirable (not required)

Responsibilities

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)
Assist 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