Hybrid Global Corporate & Investment Banking – Restaurant & Hospitality Finance – Analyst

at MUFG

• Job title: Global Corporate & Investment Banking – Restaurant & Hospitality Finance – Analyst
• Job type: Full Time
• Experience level: Junior
• Salary: $76,000 - $106,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, San Diego, United States

About the role

• Analyst role supporting business development for Restaurant & Hospitality Finance at MUFG. Involves financial analysis, client support, and collaboration with Global Relationship Managers.

Responsibilities

• support business development alongside the GRM(s), providing support where needed including industry research, marketing material production, coordination with product areas, as well as other activities as identified by the GRM(s)
• Conducting due diligence related to prospective and existing clients
• Reviewing new business opportunities, preparing and submitting materials used for screening new deals with senior management for approval
• Developing of client marketing presentations and pitch materials under the direction of the GRM(s)
• Maintaining the Salesforce Database
• Coordinating transaction closings with back and middle offices
• Attending client meetings when appropriate to observe the GRM(s) to develop working knowledge of relationship management
• Preparing call reports for review and comment by the GRM when the Analyst attends the client meetings
• Assisting with periodic senior management reporting such as quarterly business updates, financial reporting, annual account planning, etc.
• Undertaking detailed new opportunity preliminary financial analysis and transaction diligence, including reviewing financial models and financial statements with senior RM
• Reviewing credit applications, including summaries of expected financial results and risk analysis for submission to risk and control functions
• Reviewing and analyzing transaction term sheets and documentation with a focus on understanding credit features and covenants in financing documentation
• Ownership and management of processes required for compliance and execution, including profitability analysis, committee approvals, legal due diligence, KYC, and closing checklists
• Liaison with various product areas on GCIB transactions to help develop more extensive knowledge of MUFG's product capabilities.

Requirements

• 1+ Year Corporate Banking related work experience
• Credit experience or background i.e., a formal bank credit training program is a plus
• A BA/BS degree or equivalent required. Banking or related experience is preferred
• PowerPoint Presentation skills, experience with Excel modeling and Bloomberg
• Proficient in MS Office, Excel, Word, and PowerPoint
• Previous exposure to accounting and finance (classes) preferred
• Understanding of Proactive, resourceful self-starter capable of rapidly learning new systems and processes and working effectively in a team environment
• Strong written and verbal communication skills with the ability to deliver high-quality, clear, and concise presentations and memoranda with limited assistance
• Capacity to consistently communicate professionally, tactfully, and effectively with clients, third party advisors, and colleagues
• Demonstrated ability to work under pressure in a high-intensity environment and effectively manage/prioritize and deliver on multiple streams of workflow while maintaining high degree of attention to detail and accuracy in all respects.

Benefits

• 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
• paid vacation, sick days, and holidays