MUFG Associate/VP, CLO Syndicate in New York, New York
Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 160,000 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.
This is a hybrid position. The selected colleague will work at an MUFG office or client sites up to four days per week and work remotely the remaining day(s). A member of our Talent Acquisition team will provide more details.
This individual will lead the CLO syndication process. He or she will work with CLO issuer and investor clients to determine and execute marketing strategy for each deal with a focus on AAA and equity pre-marketing as well as mezzanine debt syndication of Primary CLO transactions. The role will also include transaction origination responsibilities
Utilize market knowledge and leverage existing relationships to work with anchor AAA and equity investors to pre-place bonds
Lead and manage the syndication process following the pre-marketing phase
Interact with CLO Manager clients, Structuring, Sales, and Investors throughout the marketing process
Work with Structuring to help facilitate manager and investor document negotiations
Prepare materials to update senior bankers, sales, other internal parties, and clients with information on the current market
Cultivate and develop new CLO investor leads
Maintain strong relationships and frequent communication with CLO issuers and equity investors to create transaction opportunities
Maintain thorough understanding of global CLO investor landscape as well as CLO market
Coordinate and conduct deal and non-deal related roadshows
Supervise the creation of marketing materials for CLO Issuer and investor clients, for pitching and other purposes
Participate in conference and investor marketing “road show” meetings and scheduling
Participate in special assignments and projects as required
4-10 years of relevant experience in a CLO Syndicate or Sales role in a large global bank
Bachelor’s Degree in Accounting, Finance, Economics, and/or Mathematics
Excellent interpersonal, communication and writing skills. Results driven, with a strong sense of accountability
Series 7, 63, and 79 (or obtained shortly after joining)
The typical base pay range for this role is between $175K - $275K 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 (https://careers.mufgamericas.com/sites/default/files/document/2023-01/mb-live-well-work-well.pdf)
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/Affirmative Action 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.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
Our Culture Principles
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute