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MUFG · 3 days ago

Analyst - Growth & Middle Market Technology Banking - Relationship Management

New York, NY

Full-time

Hybrid

Entry Level

$100K/yr - $110K/yr

1+ years exp

Mitsubishi UFJ Financial Group (MUFG) is one of the world’s leading financial groups, striving to make a difference for every client, organization, and community they serve. The Analyst position within the Growth and Middle Market Technology Banking team involves supporting relationship managers with business development and client management activities to achieve 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

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

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

Qualification

Financial modelingCredit underwritingPortfolio managementCommercial bankingMicrosoft ExcelMicrosoft PowerPointMicrosoft WordAccountingFinanceEconomicsAnalytical skillsInterpersonal skillsWriting skillsOrganization skillsTime managementAttention to detail