Analyst Middle Market Technology Banking - Relationship Management

Job Summary

As an Analyst, you will be responsible for supporting the Growth & Middle Market Technology Banking team to achieve their client growth and profitability goals by leveraging the daily activities outlined below.

• Prepare materials for client and prospect meetings, including external pitchbooks, bespoke slides (debt capacity and cost analysis, terms, comps), public information books and term sheets. Includes ensuring all pitch decks and other sales materials are kept up to date with current, relevant content.

• Support senior leadership on strategic projects and broader team initiatives.

• Prepare and present ad hoc decks for management as requested.

• Originate and execute briefing memos (clients/prospects) and credit preview memos to equip RMs with what they need to move transactions and opportunities forward.

• Build market intelligence by synthesizing industry research, market trends and competitive dynamics into sector insights (e.g. debt comps, M&A comps, capital raises, sector reports, bespoke slides for RMs).

• Prospecting:
  Utilize our internal and external resources to find prospects and create ad-hoc reports to find opportunities.

• Support VC/PE coverage efforts through portfolio analysis/screening and pitch materials preparation.

• Marketing: create Linked In posts, master slides, one-pagers, etc.

• Assist with client onboarding – KYC, profitability/returns approvals, etc.

• Support operational, account planning, and budgeting processes for the broader team.

In addition to the responsibilities listed above, you will be also tasked with keeping the following reports active:

• National Sales Report

• Monthly Calling Activity Report

• Build and manage the Master sales deck and related materials to include ad-hoc client slides such as (competitive liquidity analysis, capital alternatives & recommendations, and syndication overview)

• Salesforce timeliness and accuracy

Finally, you will be responsible for:

• Preparing unsolicited term sheets for prospective clients

• Attending events (as time allows)

• Attending in-person and virtual client calls

• Continuing to develop your professional network locally and nationally

The role also includes allocating a portion of your time to support the Credit Solutions team with portfolio reviews, underwriting memos/analysis, and financial spreading/modelling.

• Credit underwriting or portfolio management experience (ideal but not required)

• At least one year of commercial/corporate banking experience

• Credit training program with a money center bank/regional bank

• Accounting and finance experience

• Interpersonal, analytical, and writing skills

• Organization and time management skills with strong attention to detail

• Knowledge of Microsoft Excel, PowerPoint and Word

• Experience with financial modeling and spreadsheets

• Bachelor's Degree in a business-related major, including Finance, Accounting, or Economics

The typical base pay range for this role is between $100k - $110k 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…