Analyst, Power & Utilities

About the Role

Mitsubishi UFJ Financial Group (MUFG) is a leading financial group. The Power & Utilities team is a top lead arranger of syndicated loans and debt capital markets bookrunner.

Key Responsibilities

• Assist in managing major client relationships by providing financial analysis, marketing, and operational support to Global Relationship Managers (GRMs).
• Assist in leading business development efforts.
• Conduct credit analysis of proposed transactions.
• Stay abreast of client activity and financing plans.
• Monitor portfolio exposures.
• Support business origination by analyzing portfolio profitability.
• Track documentation.
• Draft pitch books.
• Follow through on deal-origination processes.
• Prepare economic capital analysis.

GRM Support

• Support business development alongside GRMs, including industry research, production of marketing materials, and coordination with product areas.
• Conduct due diligence on prospective and existing clients.
• Review new business opportunities and prepare materials to screen new transactions with senior management for approval.
• Develop client marketing presentations and pitch materials under the direction of GRMs.
• Maintain the Salesforce database.
• Coordinate transaction closings with back- and middle-office teams.
• Attend client meetings, when appropriate, to observe GRMs and develop a working knowledge of relationship management.
• Prepare call reports for GRM review and comment when attending client meetings.

Risk and Credit Analysis

• Undertake detailed financial analysis and transaction due diligence, including review of financial models and financial statements.
• Prepare credit applications, including summaries of expected financial results and risk analysis, for submission to risk and control functions.
• Review and analyze transaction term sheets and documentation, with a focus on credit features and covenants in financing documents.
• Own and manage processes required for compliance and execution, including profitability analysis, committee approvals, legal due diligence, KYC, and closing checklists.

Product Liaison

• Liaise with product areas on Global Corporate and Investment Banking transactions to build knowledge of MUFG's capabilities.
• Apply developing product knowledge when drafting presentations and transaction memoranda.

Requirements & Tech Stack

• Proficiency in PowerPoint and Excel modeling.

Qualifications

• A BA/BS degree or equivalent is required.
• 12 months of banking or related experience is preferred.
• Previous exposure to accounting and finance coursework is preferred.
• Understanding of the power and utilities sector, energy transition trends, or related work experience is preferred.
• Proactive, resourceful self-starter capable of rapidly learning new systems and processes and working effectively in a team environment.
• Strong written and verbal communication skills, with the ability to deliver high-quality, clear, and concise presentations and memoranda with limited assistance.
• Ability to communicate consistently in a professional, tactful, and effective manner with clients, third-party advisors, and colleagues.
• Demonstrated ability to work under pressure in a high-intensity environment, manage and prioritize multiple workstreams, and maintain a high degree of attention to detail and accuracy.
• The role will be based in New York.
• The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day.