MUFG Associate, Leveraged and Acquisition Finance - Portfolio in Sydney Branch, Australia
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Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
About the role:
In your role as Associate, you will support the Leveraged and Acquisition Finance Portfolio team (LAFP) to support a growing pipeline of M&A activity across Private Equity Sponsor and Corporate clients, across APAC.
The role will sit within the Front Office Credit & Portfolio function (C&P) of the Global Corporate & Investment Banking (GCIB) business in Oceania. The roles support GCIB and LAF in 2 key functional areas –
LAF Portfolio, APAC - driving regional oversight of the LBO book, ensuring quality analysis and monitoring of credits, with consistent and timely reporting across APAC;
GCIB C&P, Australia - the management of a portfolio of local LBO deals and Diversified Industries (DI) customers, covering sectors such as Healthcare, Telco & Tech, Consumer, Food Beverage & Agriculture etc.
The role will support the continued “build out” of a rapidly growing APAC LAF franchise as well as our local GCIB business. The role works with Originators, Relationship Managers, Product Partners and our Credit team.
What you’ll be doing:
APAC LAF Portfolio : Support LAFP teams’ key focus areas below:
Establish necessary framework, template/s, service standards, heatmap classifications with input from key stakeholders across LAF, ICD and Coverage
Continue to drive accuracy, completeness, consistency of information over time, incorporating feedback from stakeholders
Produce monthly/quarterly reports at the individual borrower level and at the APAC level including key information such as Credit Exposures, Borrower Ratings, Returns, Leverage Levels across Countries, Sectors and Sponsors
Help identify, monitor and manage concerns as they arise, including seeking advice and/or action from Coverage, LAF, ICD, Sponsor coverage, etc
Present / guide management on regional trends and lead product improvement projects for the region including engagement with HO and other regions
Credit & Portfolio : Support the management of a portfolio of LBO deals / DI customers with a focus on credit quality monitoring and the achievement of the Bank’s risk / return targets through:
Conducting annual credit reviews and internal rating reviews
Covenant compliance monitoring
Supporting refinancing and other revenue initiatives across the portfolio
Coordinating within the MUFG network
Client interactions on tasks required for on-boarding and account management
Any other required tasks in accordance with the Bank’s policies and procedures and required to support the broader DI business
MUFG standards need to be maintained and supported at times
What we are looking for:
Minimum 3-5 years’ experience in corporate and institutional lending / debt advisory at a major bank or chartered accounting firm
Candidates from credit rating agencies, advisory houses, investment management firms or corporate treasury teams will also be considered
Degree qualified - undergraduate or postgraduate in Accounting, Business, Commerce, Law, Engineering or similar degrees
Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting
Previous banking / credit / advisory experience desirable, especially in the corporate / leveraged finance space
Strong financial analysis, modelling and general excel skills essential and ideally some loan documentation experience
Possess an understanding of financial and economic markets in general
Be able to engage in independent research and analysis of customers and markets and apply critical thinking and a high level of attention to detail
Highly motivated with demonstrated ability to managing conflicting priorities and requests
Willing to learn about all investment and institutional banking products
Ability to take initiative and function well within a team
Strong written and oral communication skills; excellent interpersonal skills with ability to create and maintain relationships at all levels of the organization
Must maintain high standards of professional and ethical conduct
Experience with stakeholder management and collaboration with other departments
MS office experience with key capabilities in Excel, Word and Powerpoint
MUFG fosters a highly professional, supportive work environment that enables our employees to help maximize our customers' prosperity. We focus on building long-term customer relationships and giving back to our communities in order to develop shared and sustainable growth for a better world.
MUFG Bank Ltd & MUFG Securities Asia Limited (collectively referred to as “MUFG”) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.
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.
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