Funds Finance, Vice President

MUFG•Los Angeles, CA

21h•$175,000 - $223,000•Hybrid

About The Position

This individual 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. 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

Requires a BA, BS 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

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.
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
Bilingual (English-Japanese) language skills are desirable (not required)

Responsibilities

Assist in the origination/pitching financing solutions to private equity fund clients and prospects.
Underwriting, structuring and completing all approval requests.
Initiate and ensure completion of all required credit facility documentation.
As lead structurer, manage the activities of an Analyst team, allocate activities and provide coaching and guidance as required.
Conduct ongoing credit monitoring to ensure highest credit quality of assigned portfolio.
Identify / 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 obtain information that supports borrowers risk profile and obtains information necessary for effective credit monitoring.
Work as the underwriting officer on syndicated credits where MUFG is the lead agent.
Identify cross-selling opportunities to meet income generation goals (i.e. FX, Transaction Banking, Securitization, CLO, and other client needs).