Transaction Banking Portfolio Management Analyst

MUFG•New York, NY

2d•$83,000 - $99,000•Hybrid

About The Position

The Transaction Banking Portfolio Analyst is a member of the Transaction Banking Portfolio Management team, supporting analytics, reporting, and portfolio insights to drive decision-making across deposit products and balance sheet strategy. This role provides foundational analytical support to Product, Treasury, Finance, and Sales teams, contributing to portfolio monitoring, performance analysis, and business initiatives within Transaction Banking.

Requirements

Bachelor’s degree in Finance, Economics, Accounting, or a related field
0-2 years of relevant experience (internships or entry-level roles in banking, finance or analytics preferred)
Strong analytical and problem-solving skills
Proficiency in Microsoft products and data analysis
Exposure to banking products, treasury services or financial markets
Experience with financial or data analysis tools

Nice To Haves

Progress toward professional certifications (CFA, CPA, CTP or similar)

Responsibilities

Support the preparation, development, and delivery of recurring portfolio reporting covering performance metrics, customer behavior, and profitability.
Assist in analyzing key financial indicators such as deposit balances, interest rates, and margins.
Maintain data accuracy and consistency across reporting outputs.
Perform analytical support for portfolio strategy initiatives, including deposit growth and optimization efforts.
Assist in monitoring market and macroeconomic trends impacting portfolio performance.
Contribute to the preparation of materials for senior management reporting.
Partner with Product Management teams to support product performance tracking and analysis.
Provide analytical support to Sales and Relationship Managers to inform client strategy.
Assist with data gathering and analysis related to product development initiatives.
Collaborate with Treasury, Finance, and other stakeholders to support reporting and analysis needs.
Support forecasting activities related to portfolio balances and funding costs.
Assist in monitoring key performance metrics used to evaluate portfolio performance.
Provide support in tracking profitability and key financial drivers.