Assess the credit quality and underlying value of portfolio assets (primarily corporate loans, but also infrastructure and asset-based loans) to support advance rate and valuation determinations by reviewing key credit metrics, financial performance, and collateral characteristics detailed in borrowing base files, investment memos, credit agreements, valuation reports, and other relevant underwriting materials
Prepare detailed credit memos and documentation summarizing transaction details and risk assessment analyses conducted during underwriting
Manage internal approval processes required for compliance and execution, including committee approvals, KYC, legal due diligence, and closing checklists
Facilitate transaction documentation in coordination with internal and external counsel
Support origination efforts by working with a diverse group of relationship and coverage teams to meet client needs and objectives
Contribute to the ongoing monitoring and risk management of the SAF book including collateral and liquidity management as well as the regular review of borrowing base files, underlying asset performance, and cross transaction performance
Work with the Portfolio Management Group to support transactions from origination and diligence through to closing and ongoing monitoring by applying in-depth knowledge of the private credit market, credit analysis, and facility structures
Track the latest developments and market trends in the corporate credit space (both public and private) and provide periodic updates
Facilitate the education of other Global Structured Solutions staff on fundamentals of corporate credit analysis and valuation, including training of new hires and junior staff
Leverage the use of AI, as permitted by the policies of MUFG, to increase efficiency of internal processes
Requirements
Bachelor’s Degree with a focus in Finance, Economics, Mathematics, Computer Science or Engineering, preferred
A minimum of 2-3 years of related work experience of working on complex financing solutions with a focus on private credit
Expertise in evaluating direct lending opportunities, construction of financial models and writing investment memos
Experience and track record in financing fixed income products.
Expertise in fixed income instruments, particularly structured credit, leverage loans and middle market loans
Experience managing risk
General skills & experience
Excellent communication skills
Results driven and a strong sense of ownership & accountability
Strong decision making skills, the ability to demonstrate sound judgment
A structured and logical approach to work
Strong problem solving skills
Excellent interpersonal communication and analytical skills
The typical base pay range for this role is between $150-170K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes 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, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.
