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MUFG · 3 weeks ago

Analyst - Growth & Middle Market Technology Banking - Relationship Management

Boston, MA

Full-time

Hybrid

Entry Level

$100K/yr - $125K/yr

1+ years exp

MUFG is one of the world’s leading financial groups, and they are seeking an Analyst for their Growth & Middle Market Technology Banking team. The Analyst will support relationship managers with business development and client management activities, focusing on achieving client growth and profitability goals.

Responsibilities

Prepare materials for client and prospect meetings, including external pitchbooks, bespoke slides (debt capacity and cost analysis, terms, comps), public information books and term sheets. 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

Originate and execute briefing memos (clients/prospects) and credit preview memos to equip RMs with what they need to move transactions and opportunities forward

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, bespoke slides for RMs)

Prospecting: Utilize our internal and external resources to find prospects and create ad-hoc reports to find opportunities

Support VC/PE coverage efforts through portfolio analysis/screening and pitch materials preparation

Marketing: create LinkedIn posts, master slides, one-pagers, etc

Assist with client onboarding – KYC, profitability/returns approvals, etc

Support operational, account planning, and budgeting processes for the broader team

In addition to the responsibilities listed above, you will be also tasked with keeping the following reports active:

National Sales Report

Monthly Calling Activity Report

Build and manage the Master sales deck and related materials to include ad-hoc client slides such as (competitive liquidity analysis, capital alternatives & recommendations, and syndication overview)

Salesforce timeliness and accuracy

Finally, you will be responsible for:

Preparing unsolicited term sheets for prospective clients

Attending events (as time allows)

Attending in-person and virtual client calls

Continuing to develop your professional network locally and nationally

The role also includes allocating a portion of your time to support the Credit Solutions team with portfolio reviews, underwriting memos/analysis, and financial spreading/modelling

Qualification

Credit underwritingFinancial modelingCommercial banking experienceMicrosoft ExcelAccounting experienceAnalytical skillsMicrosoft PowerPointMicrosoft WordBachelor's DegreeInterpersonal skillsWriting skillsOrganization skillsTime management skills