Are you passionate about creating an exceptional client experience?
Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients’ best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential.
Join Union Bank, where being inspired is expected and creating results is rewarded.
Job Summary:
Coverage of private equity sponsors related to direct lending, leveraged finance and other banking opportunities. Originate and oversee execution of transactions with sponsors in the direct lending, pro-rata, ABL, unitranche, capital markets, securitization, and other product areas of MUFG Union Bank. Build relationships across covered private equity firms, including sector-oriented deal partners, capital markets professionals, and senior management. Coordinate MUFG Union Bank’s capabilities, while using commercial judgment to pursue attractive risk/return situations. Collaborate across the firm, including product experts, industry bankers and senior management.
Position will require business travel and meetings with clients to foster a trusted relationship and the ability to effectively involve relevant MUFG Union Bank’s colleagues across the bank.
With the growth of the bank’s Sponsor Middle Market Direct Lending initiative, the sponsor LBO opportunity set is substantially larger, and this position will help to meet the increased goals of the firm.
Major Responsibilities:
Reporting to the Head of Sponsor Coverage for MUFG Union Bank, this individual will work with team members on the development of pitches and transaction execution.
Oversee Origination of new transactions/business development and marketing with private equity clients.
Prioritize calling efforts and maintain databases to coordinate across MUFG Union Bank
Coordinate: Transaction processing, Credit review, Development of pitch materials, Internal problem solving, and Team supervision and management
Support overall development and enhancement of private equity client relationships to position MUFG Union Bank with sponsors as a top tier financial partner.
Act as project leader, coordinating with product groups and sector teams to facilitate sponsor related financing transactions and ensure timely response and requisite approvals.
Assist with executing financing transactions, generating revenue through lending, advisory, capital markets and related fee opportunities.
Job responsibilities include frequent business development meetings with client.
Dialog with sponsor portfolio companies on strategy, capital structure and add-on acquisition financing.
Requirements:
A Bachelor’s degree is typically required, a Master’s degree is preferable (MBA and/or JD)
A minimum of 15-20 years of experience in leveraged finance, investment banking, and/or direct lending, including experience in sponsor coverage, with a focus on origination and client relationship development
The ability to lead & manage private equity sponsor lending end to end from origination to deal closing
Work closely with Corporate Advisory in connection with strategic opportunities relevant to sponsor clients
Strong client presence and management skills
Series 7 / 79, 63 licenses
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.
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