Analyst - Funds Finance
Posted Updated 6
views
Summary
Analyst in funds finance at MUFG Bank, managing borrower portfolios, underwriting facilities, and preparing financial reports for credit committees.
You will manage a portfolio of funds finance borrowers, conduct due diligence and underwriting for subscription, capital call, and foreign exchange facilities, manage renewals and amendments, perform covenant checks, prepare management and sector reports, support audits, and maintain credit files.
Responsibilities
- Manage a portfolio of funds finance borrowers
- Conduct due diligence and underwriting of subscription, capital call, and foreign exchange facilities
- Manage annual renewals, amendments, waivers, and borrower ratings
- Support new transactions, amendments, waivers, and portfolio reviews
- Perform covenant checks and periodic monitoring
- Prepare management reports and credit committee presentations
- Prepare sector reports and portfolio stress tests
- Manage internal and external audits and regulatory inspections
- Maintain credit files
Requirements
- Strong understanding of financial statements and credit analysis
- Proficiency in MS Excel and MS Word
- Excellent communication and report writing skills
- Ability to assess macroeconomic impacts on borrowers and portfolios
- Prior foreign exchange or derivatives experience is an advantage
- Prior credit portfolio management experience
- Attention to detail
- Ability to manage multiple tasks and timelines
- Problem-solving ability
- MBA or equivalent
- CA, CFA, or FRM
- 1 to 2 years of work experience