Managing Director – Technology and Software Sponsor Coverage
MUFG
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • New York • United States
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Salary
💰 $275,000 - $400,000 per year
Job Level
About the role
- New Business Development
- Deep working knowledge of the technology and software sectors with a broad history of transaction success, M&A financing and underwriting leveraged loan and private credit transactions
- Grow relationships with existing MUFG software private equity clients.
- Identify, qualify, and create new technology and software clients within the leverage finance sector.
- Become leader in the sector, including advising, arranging, and agenting marquee transactions in the sector by leveraging your sector expertise and MUFG’s Global Corporate & Investment Banking Platform.
- Work closely with MUFG’s sponsor coverage bankers and leverage your industry relationships (including private equity sponsors, investment banks, law firms, accounting firms, business brokers) to source new business opportunities to drive dynamic growth in the business.
- Represent, and ideally present, MUFG at industry conferences to build market awareness around MUFG’s tech and software business
- Goals will be heavily weighed on new business and fee generation
- Cross-Selling Additional Bank Products
- Drive revenue and increased profitability by creating multi-faceted relationships with clients, leveraging MUFG’s world-class platform of corporate, investment banking and markets products, both in the US and Globally.
- Coordinate with MUFG’s product leaders to deliver comprehensive and creative client solutions in areas including M&A finance, leveraged capital markets, rate and currency hedging, working capital solutions (trade & supply chain finance), securitization (ARS, warehouse & ABS), leasing, project finance, treasury services, and a truly global corporate and investment banking network.
- Additionally, work closely with MUFG owned Intrepid Investment Bank on potential M&A activity and strategic advisory roles.
- Manage Credit Risks to protect the Bank’s Balance Sheet
- This role is strategic in nature and as such the senior banker should utilize bank capital in an effective manner that will meet the Bank’s return hurdles and credit appetite
- Must have experience helping underwrite and structure private credit and or leveraged loans for software transactions
- Must be a subject matter expert in underwriting risk in the software and broader technology sectors.
- Must have experience in tech M&A financing and have a view on valuations.
Requirements
- A Bachelor's degree or equivalent level of related work experience, with an advanced MBA degree preferred
- A minimum of 15+ years Investment banking and finance experience
- Business origination, M&A, credit and product training, preferably with money center banks or Boutique M&A Software banks and with 5+ years focused on Tech and Software.
- Deep experience in leveraged lending / LBO financing is A+
- A well-developed network of professional peers, client contacts and a track record of achievements with prior origination assignments
- Subject matter expertise in corporate finance
- Advanced knowledge of credit analysis
- FINRA Licenses: Series 63, 79
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 & Tools
M&A financingunderwritingleveraged loansprivate creditcredit analysisbusiness originationleveraged lendingLBO financingcorporate financesecuritization
Soft Skills
relationship managementstrategic thinkingleadershipcommunicationnetworkingclient solutionsadvisingpresentation skillsnegotiationcross-selling
Certifications
Bachelor's degreeMBAFINRA Series 63FINRA Series 79