About The Position

The LatAm Planning & Portfolio Management Administrator / Associate supports the Global Corporate & Investment Bank (GCIB) Latin America and Portfolio Management Latin America teams. The role reports to both the Head of GCIB Latin America and the Head of Portfolio Management Latin America. It provides portfolio management administration, project management support, and backup administrative support, requiring strong project management, communication, organizational, and professional discretion when handling confidential information. The position is based at an MUFG office or client sites four days per week, with remote work one day per week. The listed base pay range is $100,000–$130,000, depending on job-related knowledge, skills, experience, and location. The role may also be eligible for discretionary performance-based bonus and/or incentive compensation.

Requirements

  • Bachelor’s degree.
  • 4–6 years of work experience.
  • Strong computer skills.
  • Critical-thinking ability and strong written, verbal, and interpersonal skills.
  • Strong organizational, problem-solving, and multitasking skills.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Attention to detail and accuracy.
  • Flexibility and adaptability to changing priorities and demands.
  • Exposure to GCARS or similar credit risk management software.

Nice To Haves

  • Bilingual Spanish or Portuguese.

Responsibilities

  • Generate GCARS (Global Credit Application Risk System) for LATAM Portfolio Managers, Associates, and Analysts in New York, Brazil, Mexico, Colombia, Peru, and Chile upon request.
  • Check daily rating reports for accuracy.
  • Provide support and monitoring for customer activation and inactivation.
  • Monitor daily GCARS approvals and distribute them to LATAM groups.
  • Coordinate multiple projects of varying complexity and scope for the GCIB LatAm Planning team, ensuring timely delivery and quality standards.
  • Prepare presentations and other materials for Executive Meetings.
  • Ensure compliance with policy and regulatory requirements.
  • Provide backup administrative support to the Head of GCIB Latin America and the Head of Portfolio Management Latin America, including calendars, travel arrangements, client meetings, correspondence, subscriptions, and expenses.

Benefits

  • Comprehensive health and wellness benefits.
  • Retirement plans.
  • Educational assistance and training programs.
  • Income replacement for qualified employees with disabilities.
  • Paid maternity and parental bonding leave.
  • Paid vacation, sick days, and holidays.
  • Discretionary performance-based bonus and/or incentive compensation may be available.
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