Analyst - Growth & Middle Market Technology Banking - Relationship Management

Remote, USA Full-time
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 Skills Credit underwriting or portfolio management experience (ideal but not required) At least one year of commercial/corporate banking experience Credit training program with a money center bank/regional bank Accounting and finance experience Interpersonal, analytical, and writing skills Organization and time management skills with strong attention to detail Knowledge of Microsoft Excel, PowerPoint and Word Experience with financial modeling and spreadsheets Bachelor's Degree in a business-related major, including Finance, Accounting, or Economics 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 Holidays Company Overview MUFG (Mitsubishi UFJ Financial Group) is one of the world's leading financial groups. It was founded in 2001, and is headquartered in Chiyoda-ku, Tokyo, JP, with a workforce of 10001+ employees. Its website is
Apply Now

Similar Jobs

Product Designer (User Growth/Tablet) - TikTok Design (San Jose)

Remote, USA Full-time

Leasing Consultant

Remote, USA Full-time

Product Operations Specialist (Content Issue Discovery) - Content Ecosystem (San Jose)

Remote, USA Full-time

Analyst, Customer Insights

Remote, USA Full-time

[Remote] MAGENTO DEVELOPER

Remote, USA Full-time

Central Tax Processor

Remote, USA Full-time

Coordinator, Client Services

Remote, USA Full-time

[Remote] Business Development Representative

Remote, USA Full-time

Auditor (Hybrid)

Remote, USA Full-time

Associate Attorney - Commercial Litigation

Remote, USA Full-time

Fedex - Hiring Now Invites Applications For FULL TIME Data Entry

Remote, USA Full-time

[Remote] Sales Engineer, Estimator

Remote, USA Full-time

**Experienced Customer Service Representative – Work From Home Opportunity with blithequark**

Remote, USA Full-time

Experienced Customer Service Representative – Remote Work Opportunity in California for Talented Individuals

Remote, USA Full-time

Senior Nursing Instructor, IL

Remote, USA Full-time

Experienced Customer Service Representative - Remote Chat Support Specialist - $17-$35 per Hour - Home-Based Opportunity

Remote, USA Full-time

Experienced Customer Service Representative - Join Our Team at Ski Butlers Vail & Beaver Creek for a Season of Legendary Service, Flexible Scheduling, and Unlimited Skiing!

Remote, USA Full-time

Machine Learning Engineer (Remote)

Remote, USA Full-time

Software Engineer, Android Core Product - Kathmandu, Nepal

Remote, USA Full-time

Academic Advisor, Undergraduate Business Programs

Remote, USA Full-time
Back to Home