Structured Finance Associate - Global Financial Solutions

MUFG•New York, NY

1d•$175,000 - $200,000•Hybrid

About The Position

The Associate of Global Financial Solutions will assist in the structuring and execution of innovative financing solutions for MUFG’s clients. This role requires a blend of analytical, negotiation, and relationship management skills to develop customized transaction structures, prepare client presentations and term sheets, secure internal approvals, and oversee transactions through to post-closing management. The Global Financial Solutions (GFS) team is a structuring group that delivers customized solutions to address CFOs’ and Treasurers’ unique corporate objectives and financial issues. The team is comprised of professionals with various backgrounds and expertise (e.g., corporate finance, tax, accounting, etc.) to design and deliver bespoke value-added solutions to MUFG’s clients.

Requirements

An undergraduate degree – required
A minimum of 3-5 years of experience in structured finance, credit solutions, or a similar role in the financial services industry.

Nice To Haves

Advanced degree (MS, MBA, CPA, CFA or JD)
Experience with financial analysis, reviewing loan agreements & term sheets, and working with Bank products
Strong written, verbal and interpersonal skills
Demonstrated command of Microsoft PowerPoint, Excel, and Word
Strong analytical abilities and ability to learn
Ability to handle multiple assignments simultaneously
Knowledge of credit agreement negotiation, legal documentation, and risk management.
Ability to work independently and collaboratively across functional teams.

Responsibilities

Develop and implement innovative transaction structures tailored to meet the specific needs of clients (corporates, asset managers, insurance companies).
Leverage knowledge of market dynamics to craft solutions that align with client objectives and risk tolerance.
Maintain awareness of evolving market trends and regulatory changes to proactively identify new product opportunities.
Prepare high-quality, insightful pitch materials and presentations for client meetings.
Collaborate with relationship managers and product specialists to effectively communicate the bank’s structured solutions and competitive advantages.
Attend client meetings to present solutions, address queries, and foster strong client relationships.
Lead the end-to-end execution of transactions, including preparation of detailed term sheets, negotiation of credit agreements, and coordination of transaction documentation.
Work closely with internal legal, compliance, and risk teams to ensure all transactions comply with bank policies and regulatory requirements.
Serve as the primary point of contact for clients throughout the transaction process, ensuring clear and timely communication.
Drive the internal business and credit approval process by preparing credit applications and transaction memos for senior management.
Collaborate with credit, legal, risk, and compliance teams to address concerns and secure necessary approvals.
Ensure that all transaction components align with the bank’s risk appetite and strategic goals.
Oversee and manage transactions post-closing, including monitoring of ongoing compliance with credit terms.
Proactively manage any modifications or restructuring requests in collaboration with clients and internal stakeholders.
Provide support for internal reporting requirements related to the transaction.