Sponsor Finance & Direct Lending, VP

MUFG Americas; New York (NY); Hybrid; USD 200,000 - 230,000; Full time

Job summary

An established industry player is seeking a skilled credit analyst to evaluate and underwrite loans to non-investment grade borrowers. This role focuses on credit monitoring and borrower relationship management, supporting the Originations team and syndication strategies. With a commitment to diversity and innovation, the firm offers a collaborative environment where your contributions can make a significant impact. The position comes with a competitive salary range, comprehensive benefits, and opportunities for professional development. If you're passionate about finance and eager to make a difference, this is the role for you.

Benefits

Health Benefits

Retirement Plan

Education Assistance

Paid Leave

Qualifications

• 7+ years of experience in financial institutions or credit risk analysis.
• Strong knowledge of accounting and corporate finance.

Responsibilities

• Conduct credit analysis and manage transactions within the Sponsor/Direct Lending unit.
• Perform due diligence on new transactions and evaluate existing loans.
• Prepare detailed credit analyses and applications assessing risks.

Skills

Credit Risk Analysis

Financial Analysis

Communication Skills

Interpersonal Skills

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Education

Bachelor's Degree

CFA

MBA

Job description

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. We are a team of 120,000 colleagues committed to making a difference for our clients, organizations, and communities. We value building long-term relationships, serving society, and fostering sustainable growth for a better world.

Our vision is to be the most trusted financial group globally. We prioritize putting people first, embracing diverse ideas, and promoting innovation, agility, and speed. We invest in talent, technology, and tools to support your career development.

Join MUFG, where inspiration is encouraged, and meaningful impact is recognized.

The selected candidate will work at an MUFG office or client site four days a week and remotely one day. Further details will be provided by our recruitment team.

Job Summary:

Overall Purpose:

This role involves evaluating and underwriting Direct Loans and other credit exposures to non-investment grade borrowers owned by Private Equity, ranging from middle market to large corporations, within the Sponsor Finance & Direct Lending business unit. The role supports the Originations team (Financial Sponsor coverage) and syndication strategies, focusing on credit monitoring and borrower relationship management.

Key Responsibilities:

• Conduct credit analysis, make recommendations, and manage transactions within the Sponsor/Direct Lending unit.
• Perform due diligence on new transactions and regularly evaluate existing loans.
• Evaluate, structure, and negotiate terms and credit agreements with sponsor-owned borrowers.
• Prepare detailed credit analyses and applications, assessing risks, financial health, and capital structure.
• Support the sponsor coverage team in generating ideas and attend client meetings as required.
• Assist in syndication strategies, including lender presentations and liaising with other lenders.
• Communicate account information across organizational units.
• Maintain industry knowledge relevant to the portfolio.
• Oversee facility closing procedures and documentation.

Advanced Client Solutions:

• Support deal teams in developing financing structures and strategies, including leveraged markets and other financial products.
• Assist in credit analysis for structured transactions like derivatives, securitizations, and supply chain finance.
• Stay informed about industry trends and regulatory issues.
• Participate in client and bank meetings as needed.

Policy and Transaction Responsibilities:

• Coordinate with credit approval divisions to align risk strategies.
• Assess and assign ratings to transactions, managing exposure levels.
• Ensure compliance with policies and regulations.

Minimum Requirements:

• Bachelor’s degree; CFA or MBA preferred.
• 7+ years of experience in financial institutions or credit risk analysis.
• Strong knowledge of accounting and corporate finance.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Word, PowerPoint, and Excel.

The role offers a base salary between $200K and $230K, with potential bonuses and comprehensive benefits, including health, retirement, education, and paid leave. For more details, see our MUFG Benefits Summary.

We consider all qualified applicants, including those with criminal histories, following applicable laws and regulations. We are an Equal Opportunity Employer, committed to diversity and inclusion.