Energy Finance Analyst - Corporate Banking

MUFG•Houston, TX

6d•$100,000 - $110,000•Hybrid

About The Position

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.

Requirements

A BA/BS degree or equivalent required.
Banking or related experience is required
PowerPoint Presentation skills, experience with Excel modeling and Bloomberg
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

Nice To Haves

Previous exposure to accounting and finance (classes) preferred
Understanding of energy sector or other related work experience is preferred

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 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
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 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
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