Sponsor Finance & Direct Lending, Business Reporting & Data Analytics Analyst

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Job Summary:

As a Data Strategy / Business Planning analyst within MUFG, you will play a critical role in supporting the Sponsor Finance and Direct Lending (SFDL) business. You will be responsible for maintaining and building out the group’s reporting & data analytics capabilities while being involved in various strategic, high impact projects to enable business growth. SFDL covers hundreds of private equity clients and underwrites Direct Loans, Broadly Syndicated Loans and other leveraged finance credit opportunities. SFDL also manages a portfolio of 120+ leveraged credits.

Major Responsibilities:

• Develop and own various reoccurring and ad hoc reporting for the business.
• Create tools and worksheets to synthesize large subsets of data from various data sources. Prepare analysis, graphics, and reporting packages for senior leadership review.
• Establish capabilities to pull market and client related data from multiple external sources. Automate process to keep data refreshed and accessible to senior team members. Lead coordination with internal Technology partners to enable reporting functions.
• Maintain deal database in coordination with deal teams and Sponsor Coverage bankers.
• Maintain portfolio level reporting in coordination with the portfolio management group. Lead preparation of weekly pipeline reporting activities.
• Own creation of standardized marketing materials for the business. Maintain marketing decks used in client presentations / pitches.  Lead effort to develop marketing blasts for LinkedIn and other platform

Qualifications:

• Bachelor’s degree
• 2+ year of work experience in financial institutions, data analytics or relevant work experience
• Advanced PowerPoint and Excel skills, including Macros, VBA, database management and data analysis
• Demonstrated ability to utilize data to continually identify opportunities for improvement and solutions
• Experience with Power BI, including data visualization and reporting
• Strong analytical and problem-solving skills
• Strong written, verbal, and interpersonal skills

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.