Funds Finance Associate/Analyst

MUFG

Associate/Analyst role supporting Fund Finance team at MUFG, focusing on credit facilities for Private Equity clients. Engaging in origination, reporting, and portfolio management tasks in a dynamic financial environment.

Posted 6/25/2026full-timeLos Angeles • California, New York • 🇺🇸 United StatesJuniorMid-Level💰 $128,000 - $177,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

credit analysisfinancial forecastingportfolio managementrisk assessmentfinancial accountingsyndicated credit facilitiescredit trainingPrivate EquityAsset Management lendingfinancial reporting

Soft Skills

interpersonal skillscommunication skillswriting skillsresults drivenaccountabilityteamworkself-managementpresentation skillscross-sellingaccount planning

Tools & Technologies

MS OfficeExcelPowerPointdatabasescredit memosdeal screen committee materialsfinancial information systemsreporting toolspresentation softwarefinancial modeling tools

Certifications & Qualifications

CFA designationBachelor's degreecredit-training program

Industry Keywords

Fund FinanceFinancial Institutions Groupsubscription lines of credittransaction bankingsecuritizationCLOfinancial institutionscorporate client riskbilingual (English-Japanese)credit facilities

About the role

Key responsibilities & impact

Provide support to the Fund Finance product team within the Financial Institutions Group (FIG) for the origination and execution of subscription lines of credit and other fund financing solutions
Work alongside the origination and portfolio management teams to support the growth of a portfolio of credit facilities for Private Equity fund clients
Assist in the origination process in pitching financing solutions to private equity fund clients and prospects
Prepare deal screen committee materials and credit memos for internal teams and parties
Work closely with internal coverage and product teams to develop account plans and cross-sell opportunities across different product areas (i.e. FX, Transaction Banking, Securitization, CLO, and other client needs)
Assist in forecasting business unit financials, revenue projections, and loan balances
Prepare ad hoc reports/presentations for use by Bank’s senior management
Maintain/develop various databases of key transaction and financial information on fund borrowers and prospects

Requirements

What you’ll need

A minimum of 3-6 years of relevant experience within a financial institution analyzing corporate client’s risk and credit profiles
A Bachelor’s degree or equivalent work experience
A CFA designation and or a background in Financial Accounting are a plus
Completion of formal credit-training program at a financial institution is a decisive asset
Experience working with syndicated or multi-bank credit facilities is preferred
An understanding of the Funds Finance business with a focus on Asset Management lending & finance is a decisive asset
Highly proficient in MS Office (Excel, PowerPoint)
Excellent interpersonal, communication and writing skills
Results driven, with a strong sense of accountability
Ability to work equally well on self-managed or team-oriented projects
High level of understanding of Private Equity and Finance
Bilingual (English-Japanese) language skills is desirable (not required)

Benefits

Comp & perks

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