Analyst - Growth & Mid-Market Technology Banking Relationship Management

Posted:
10/16/2024, 5:00:00 PM

Location(s):
Menlo Park, California, United States ⋅ California, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Business & Strategy

Workplace Type:
Remote

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

The Growth & Mid-Market Technology Banking team at MUFG works with the world’s most dynamic companies, providing corporate and investment banking services to fuel their growth. The Analyst position is an opportunity to be a part of a new, fast-growing team within a truly global financial institution.  Ideal candidates have a growth mindset, are proactive problem-solvers and have a passion for technology.

Job Summary:

The Analyst is responsible for supporting the Growth & Middle Market Technology Banking team achieve their client growth and profitability goals by leveraging the daily activities outlined below:

Responsibilities:

  • Create and maintain Relationship Management team’s sales pitch materials, including external pitchbooks, customized slides (Debt Capacity and Cost Analysis, Terms, Comps) and public information books. Includes ensuring all pitch decks and other sales materials are kept up to date with current, relevant content.

  • Support senior leadership on strategic projects and broader team initiatives. 

  •  Prepare and present ad hoc decks for management as requested – market analysis for AMEA/Europe and APAC.

  • Draft memos summarizing sales opportunities, executive briefing memos and credit screening memos (does not include full underwriting memos)

  • Build market intelligence by synthesizing industry research, market trends and competitive dynamics into sector insights (e.g. Debt Comps, M&A Comps, Capital Raises, Sector Reports).

  • Utilize internal and external resources to identify and vet potential prospects research events and attendees to strategize for maximum outcome, conduct personal networking to grow the MUFG brand and source COI's / prospecting opportunities.

  • Marketing – create LinkedIn posts highlighting closed transactions and market activity.

  • Maintain the team’s sales and pipeline reports for recurring meetings.

Qualifications:

  • At least one year of commercial/corporate banking experience.

  • Internship or training program with a money center bank; formal credit training is a decisive asset.

  • Accounting and finance experience.

  • Interpersonal, analytical, and writing skills.

  • Organization and time management skills and attention to detail

  • Proficient with Microsoft Excel, PowerPoint and Word.

  • Bachelor's Degree in a business-related major, including Accounting, Economics.

The typical base pay range for this role is between $100,000k - $110,000K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes 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, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary






 

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.