Middle Office Investment Banking Analyst

Mitsubishi UFJ Financial Group

Tampa, Florida

JOB DETAILS
SKILLS
Analysis Skills, Banking Regulations, Best Practices, Business Services, Communication Skills, Corporate Banking, County Ordinances, Credit Analysis, Customer Satisfaction, Customer Support/Service, Detail Oriented, Diversity, Documentation, Establish Priorities, Finance, Financial Regulations, Financial Services, Funding, Futures, Genetics, Investment Analysis, Investment Management, Investment Services, Legal, Loan Closing, Loan Operations, Loans, Microsoft Exchange Server, Microsoft Office, Military, Multitasking, Operational Audit, Operational Support, Organizational Skills, Presentation/Verbal Skills, Profit & Loss, Reconciliation, Reporting Skills, Risk Management, Securities, State Laws and Regulations, Team Lead/Manager, Team Player, Time Management, Writing Skills
LOCATION
Tampa, Florida
POSTED
5 days ago

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 150,000 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.

The Corporate Banking Middle Office Loan Trading Analyst is broadly responsible for coordinating and supporting the primary and secondary loan trading settlement process including funding and documentation workflow. In this team, Analysts provide daily operational support to our Syndications, Business Lines and Trading Desk groups. This role is crucial in ensuring the smooth operation of loan trading activities, which directly impacts the bank's profitability and client satisfaction.

Major Responsibilities:

  • Prepare and review the LSTA standard loan trading documentation such as Trade Confirmations, Assignment & Assumption Agreements and Pricing Documents for primary and secondary trade settlements.
  • Distribute settlement packages to various internal teams for processing.
  • Communicate and escalate any trade issues and discrepancies to internal stakeholders.
  • Monitor and manage high volume of loan trading closings and perform reconciliations between ClearPar and trade applications (i.e., Bloomberg, Sentry, etc.)
  • Review and advise on funding mechanics and operational requirements according to Operations policies.
  • Review credit agreements and book credit lines into MUFG’s booking system.
  • Maintain a high level of customer service with quick response times and accurate information to internal and external stakeholders.
  • Prepare various reports for reconciliation (daily and weekly).
  • Liaise and coordinate pre-closing requirements with internal and external stakeholders (Portfolio Management, Syndications, Credit, Loan and Agency Services, Finance, Legal, and Back Office).
  • Assist with ad-hoc inquiries.
  • Execute best practices of control, risk mitigation and escalation.
  • Participate in projects and assist with ad-hoc inquiries; provide input with various working groups, with the goal to continually enhance performance and efficiency.
  • Comply with Banking Regulations and Standard Practices daily.
  • Monitor and manage cases in ServiceCloud.

Qualifications:

  • Understanding of the Loan product /syndicated Loan business and financial services, specifically within Corporate Banking.
  • Prior experience working in a Corporate or similar environment that emphasizes multi-tasking and prioritization.
  • Proven ability to collaborate with team members and senior management across and within the lines of business.
  • Keen attention to detail and ability to prioritize.
  • Efficient oral and written communication skills.
  • Ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments.
  • Ability to learn new principles and dynamic systems quickly.
  • Critical decision-making abilities to identify, escalate, and propose solutions to problems.
  • Ability to multi-task through strong organizational and time management skills.
  • Knowledge of Bloomberg, ClearPar and LSTA guidelines is a plus.
  • Proven ability to perform under pressure and produce results.
  • Commitment to perform at the highest level at all times.
  • Proven history of strong work ethics and office conduct.
  • Strong knowledge of MS Office applications.

Education:

  • Undergraduate degree plus 1- 3 years of Syndicated Loan Trading experience or equivalent knowledge is preferred.

The typical base pay range for this role is between $70K - $85K depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonuses 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 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.

 

About the Company

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Mitsubishi UFJ Financial Group