Analyst – Growth & Middle Market Technology Banking – Relationship Management
MUFG
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $125,000 per year
Job Level
Junior
About the role
- 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.
- Include 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).
- 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.
- 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.
- Keep National Sales Report and Monthly Calling Activity Report active.
- 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.
- Ensure Salesforce timeliness and accuracy.
- Prepare unsolicited term sheets for prospective clients.
- Attend events (as time allows).
- Attend in-person and virtual client calls.
- Continue to develop your professional network locally and nationally.
- Support the Credit Solutions team with portfolio reviews, underwriting memos/analysis, and financial spreading/modelling.
Requirements
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
credit underwritingportfolio managementfinancial modelingaccountingfinancedata analysismarket researchsales materials preparationKYCcompetitive analysis
Soft skills
interpersonal skillsanalytical skillswriting skillsorganization skillstime managementattention to detailpresentation skillsnetworkingstrategic thinkingteam collaboration
Certifications
credit training program