USCB Technology- Global Relationship Management Analyst- San Francisco, CA

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.

Position Summary:  The Analyst will be responsible for providing marketing and operational support to Global Relationship Managers ("GRMs") heading business development efforts in the Technology Coverage Group. The individual will consistently provide relationship backup to the RMs and also interface with certain product areas within the bank to facilitate the further development of new business opportunities. The Analyst will handle operational aspects of business origination such as analyzing portfolio profitability, performing all follow-through of any deal origination process, preparing deal returns analysis and managing customer intensive processes (other than credit analytics).  The position will require frequent monitoring and updates of the Salesforce Database and management reporting.

Responsibilities:

RM Support  - The Analyst will coordinate efforts for the RM(s) heading up a business development effort, providing support where needed including industry research, marketing material production, coordination with product areas, as well as other activities as identified by the RM(s). The individual will prioritize activities based on level of importance to the overall department and at the direction of the RM(s).

The following are key aspects of the job:

• Assist marketing activity by providing customer and industry research when requested by RM(s).
• Assist RM(s) with due diligence related to prospective client deals.
• Assist RM(s) in actively maintaining the Salesforce Database through direction of RM(s).
• Assist RM(s) in the development of client marketing presentations and materials under the direction of the RM(s).
• Assist RM(s) in new strategic area development.
• Follow relationship development activities with clients and act as liaison with product areas to facilitate opportunities.
• Assist in documenting transactions.
• Develop knowledge (through internal and external training) of the bank, industry, credit and marketing initiatives.
• Will develop responsibility for global network correspondence, client due diligence and assistance with business origination as RM(s) deem appropriate.
• Attend client meetings when they occur in the Bay Area, when appropriate to observe the RM(s) and develop world knowledge of relationship development and management.
• Prepare call reports for review and comment by the RM when the Analyst attends the client meetings.

Product Liaison - Liaison with various product areas on GCIB transactions to help develop more extensive knowledge of MUFG's product capabilities. Integrate developing product knowledge into draft presentations and transaction memos.

Qualifications - External

• Graduating with a Bachelor’s Degree in Business Administration, Finance, Economics, or a related field no later than December 2023 through May 2024
• An internship with related Project Finance and/or investment banking experience is a decisive asset
• Ability to use Microsoft Office programs, particularly Powerpoint and Excell Skills
• Presentation Skills and experience with spreadsheets and modeling
• Strong communication and interpersonal skills
• Ability to interface effectively with all product partners and support areas with limited guidance

The typical base pay range for this role is $110K 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, ret