Financial Analyst, Sponsor Financing

2 weeks ago

New York, New York, United States MUFG Full time
Are you ready to make a significant impact in the financial sector?

Join Mitsubishi UFJ Financial Group (MUFG), one of the largest financial institutions globally, with a workforce of 120,000 dedicated professionals committed to enhancing the lives of our clients and communities. Our core values focus on nurturing long-lasting relationships, contributing to society, and promoting sustainable growth for a brighter future.

At MUFG, we aspire to be the most reliable financial institution worldwide, fostering a culture that prioritizes people, embraces diverse perspectives, and encourages collaboration for innovation and agility. We invest in our talent, technology, and resources to empower you to shape your career.

Become a part of MUFG, where inspiration is a norm, and making a meaningful difference is celebrated.

Position Overview:

Primary Role:

The Analyst will play a crucial role in supporting the evaluation and underwriting of Direct Loans and various credit exposures to non-investment grade borrowers owned by Private Equity, spanning from middle-market to large corporate entities within the Sponsor Finance & Direct Lending division. The Analyst will also assist in Originations (Financial Sponsor coverage), Syndications, Monitoring, and managing relationships with Sponsor portfolio companies through assigned tasks within the unit.

The Analyst will be a key player in corporate finance, aiding in Sponsor Finance & Direct Lending, which includes transaction origination and credit analysis for non-investment grade entities. Essential duties involve assessing risk factors associated with each credit and determining appropriate risk ratings in accordance with established policies and guidelines. Responsibilities encompass active credit management and monitoring for potential upgrades, downgrades, or general credit deterioration, aiming to maximize the bank's net income while minimizing credit costs.

Key Responsibilities:
  • Assist in the credit analysis and management of the Sponsor/Direct Lending division.
  • Conduct due diligence on new transactions and regularly evaluate the existing loan portfolio.
  • Support the evaluation, structuring, and negotiation of terms and credit agreements with Sponsor clients.
  • Contribute to the preparation of comprehensive credit analyses and necessary credit applications, adhering to internal policies and regulatory standards, including the assessment of company-specific, industry, and regulatory risks, as well as historical and projected operating performance and capital structure.
  • Utilize modeling skills for both the credit application process and quarterly review presentations.
  • Assist the coverage team in generating ideas and preparing pitch books for Sponsor clients and potential clients, attending client meetings as required.
  • Support the syndication strategy, including lender presentations and liaising with participant lenders, such as banks and private credit firms.
  • Coordinate and communicate account information across various departments within the organization.
  • Maintain generalist coverage responsibilities, understanding current industry conditions relevant to the assigned portfolio using internal and external resources.
  • Oversee facility closing procedures, including operations and documentation.
Advanced Client Solutions:
  • Collaborate within a deal team environment (with GRM, Corporate Advisory, Capital Markets, and Syndications) to support the development and analysis of financing structures and strategies, including leveraged capital markets and other product areas.
  • Assist in credit analysis for structured credit transactions (derivatives transactions, margin lending, receivable securitizations, supply chain finance).
  • Maintain knowledge of industries represented in the portfolio, including technical aspects and regulatory issues.
  • Participate in client and bank meetings as necessary.
Policy and Transaction Responsibilities:
  • Facilitate communication with the credit approval division, ensuring alignment of risk strategy and policy.
  • Evaluate and establish appropriate ratings for transactions, correlating exposure levels on both transaction and group levels.
  • Ensure compliance with policy and regulatory requirements.
Qualifications:
  • Bachelor's degree; CFA candidacy is advantageous.
  • Experience in financial institutions or a related credit risk function analyzing corporate clients.
  • Understanding of accounting and corporate finance principles.
  • Excellent written, verbal, and interpersonal communication skills.
  • Strong financial modeling capabilities.
  • Proficient in Microsoft Word, PowerPoint, and Excel.
  • Able to work independently and manage pressure effectively.
The typical base pay range for this role is between $105k-$130k+, depending on job-related knowledge, skills, experience, and location. This role may also be eligible for discretionary performance-based bonuses and/or incentive compensation. Additionally, our Total Rewards program offers a competitive benefits package, including comprehensive health and wellness benefits, retirement plans, educational assistance, and paid leave.

MUFG is proud to be an Equal Opportunity Employer, committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our colleagues and our business.

  • Sponsored Research Financial Specialist

    1 week ago

    New York, New York, United States Columbia University Full time

    Job Type: Officer of AdministrationRegular/Temporary: RegularHours Per Week: 35Salary Range: $68,000 - $75,000The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range...

  • Nonprofit Financial Analyst

    2 weeks ago

    New York, New York, United States Creative Financial Staffing Full time

    Nonprofit Financial AnalystCreative Financial Staffing is collaborating with a distinguished nonprofit entity in the heart of the city. They are in search of a Nonprofit Financial Analyst with a background in managing budgets and governmental agreements to enhance their finance team.Key Responsibilities of the Nonprofit Financial Analyst Include:Compile all...

  • Grants Financial Analyst

    2 weeks ago

    New York, New York, United States Columbia University Full time

    Job Type: Officer of AdministrationRegular/Temporary: RegularHours Per Week: 35Salary Range: $68,000 - $75,000The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range...

  • Senior Vice President, Sponsor Finance

    2 weeks ago

    New York, New York, United States MUFG Bank, Ltd. Full time

    Are you ready to make a significant impact in the financial sector? Join Mitsubishi UFJ Financial Group (MUFG), one of the largest financial institutions globally, with a dedicated team of 120,000 professionals committed to enhancing the lives of our clients and communities. Our core values focus on building enduring relationships, serving society, and...

  • Finance Analyst

    3 days ago

    New York, New York, United States Arup Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Finance Analyst to join our team at Arup. As a Finance Analyst, you will play a critical role in supporting our financial planning and analysis functions.Key ResponsibilitiesCollect and analyze financial and operational data to inform business decisionsWork closely with Finance and Project...

  • Retail Finance Analyst

    1 week ago

    New York, New York, United States PVH Corp. Full time

    Retail Financial Analyst - PVH Corp.As a key member of the finance team, the Retail Financial Analyst will play a vital role in supporting the Finance Director and Vice President in achieving business goals and navigating financial challenges. This position involves the preparation of comprehensive reports that analyze and forecast the company's financial...

  • Vice President, Sponsor Finance

    2 months ago

    New York, New York, United States MUFG Full time

    Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. 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,...

  • Senior Financial Analyst

    3 days ago

    New York, New York, United States Insight Global Full time

    Job SummaryInsight Global is seeking a highly skilled Senior Financial Analyst to join the central finance organization of a leading healthcare system in the United States. This individual will directly support the Finance Manager by generating and interpreting standard financial reports and reporting potential issues to leadership.Key...

  • Acquisition Finance Analyst

    2 weeks ago

    New York, New York, United States Crédit Agricole CIB Full time

    Job Description Business Type Types of Jobs - Finance / Accounting Job Title Leveraged & Acquisition Finance Analyst Contract Type Permanent Contract Job Summary Team and Position Crédit Agricole CIB is recognized as one of the leading banking institutions globally. Our New York-based Leveraged Finance team plays a crucial role in the...

  • Senior Financial Analyst

    3 days ago

    New York, New York, United States Insight Global Full time

    Job SummaryInsight Global is seeking a highly skilled Senior Financial Analyst to join the central finance organization of a leading healthcare system in the United States. This individual will directly support the Finance Manager by generating and interpreting standard financial reports and reporting potential issues to leadership.Key...

  • Acquisition Finance Analyst

    1 week ago

    New York, New York, United States Crédit Agricole CIB Full time

    Job Description Business Type Types of Jobs - Finance / Accounting Job Title Leveraged & Acquisition Finance Analyst Contract Type Permanent Contract Job Summary Team and Position Crédit Agricole CIB is recognized as one of the leading banking institutions globally. Our New York-based Leveraged Finance team plays a pivotal role in the...

  • Acquisition Finance Analyst

    1 week ago

    New York, New York, United States Crédit Agricole CIB Full time

    Job Description Business Type Types of Jobs - Finance / Accounting Job Title Leveraged & Acquisition Finance Analyst Contract Type Permanent Contract Job Summary Team and Position Crédit Agricole CIB is recognized as one of the leading banking institutions globally. Our New York-based Leveraged Finance team plays a crucial role in the...

  • Investment Banking Analyst

    3 days ago

    New York, New York, United States Truist Inc Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Investment Banking Analyst to join our Financial Sponsors Group at Truist Inc. As an Investment Banking Analyst, you will play a critical role in providing client relationship management and investment banking services to corporate and private equity clients.Key ResponsibilitiesProvide client...

  • Financial Analyst with a Focus on Planning and Analysis

    6 days ago

    New York, New York, United States Creative Financial Staffing Full time

    Financial Planning and Analysis Analyst OpportunityCreative Financial Staffing is seeking a highly skilled Financial Planning and Analysis Analyst to join our team. As a Financial Planning and Analysis Analyst, you will play a critical role in supporting the company's financial planning and analysis functions.Key Responsibilities:Financial Planning and...

  • Investment Banking Analyst

    4 days ago

    New York, New York, United States Truist Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Investment Banking Analyst to join our Financial Sponsors Group. As an Investment Banking Analyst, you will play a critical role in providing client relationship management and investment banking services to corporate and private equity clients.Key ResponsibilitiesWork closely with senior CIB...

  • Financial Analyst for Clinical Trials

    6 days ago

    New York, New York, United States NYU Langone Health Full time

    Job SummaryWe are seeking a highly skilled Clinical Research Finance Analyst to join our team at NYU Langone Health. As a key member of our Sponsored Research Operations team, you will be responsible for providing post-award financial management of industry-sponsored clinical trials.Key ResponsibilitiesFinancial Controls and Compliance: Perform work within...

  • Financial Analyst

    2 weeks ago

    New Rochelle, New York, United States Creative Financial Staffing Full time

    Creative Financial Staffing is looking for a meticulous and skilled Financial Analyst to enhance our client's finance department. This pivotal role will report directly to the Chief Financial Officer and is essential for upholding financial accuracy while aiding in grant management initiatives. The successful candidate will facilitate efficient daily...

  • Lead Financial Planning Analyst

    2 weeks ago

    New York, New York, United States Staff Financial Group Full time

    Job Title: Senior FP&A AnalystOverview: The primary objective of this role is to deliver dependable financial insights to the executive leadership, enabling informed financial decisions for the organization. The Senior Financial Analyst will report directly to the CFO and will work in close collaboration with the CFO, CEO, and COO to assist in the...

  • Executive Director, Financial Sponsors

    1 week ago

    New York, New York, United States Standard Chartered Full time

    About the RoleWe are seeking a highly experienced and skilled Executive Director to lead our Financial Sponsors team. As a key member of our Corporate Banking division, you will be responsible for originating and managing relationships with a portfolio of Sponsor Clients.Key ResponsibilitiesOriginate new business opportunities and grow the franchise by...

  • Finance Strategy Analyst

    2 weeks ago

    New York, New York, United States Jobot Full time

    Senior Financial AnalystJobot is looking for a talented Senior Financial Analyst to enhance our finance department. This role is crucial for interpreting financial data and influencing strategic decisions. If you are a finance expert eager to elevate your career, this opportunity may be ideal for you.Key Responsibilities:Create and refine financial models...