Sponsor Finance & Direct Lending, VP

Mitsubishi UFJ Financial Group; New York (NY); Hybrid; USD 200,000 - 230,000; Full time

Job summary

An established industry player is seeking a VP for Sponsor Finance & Direct Lending. This pivotal role involves evaluating and underwriting loans to Private Equity owned borrowers, focusing on corporate finance, credit analysis, and transaction management. The ideal candidate will leverage their expertise in financial risk assessment and corporate finance to drive impactful decisions. Join a collaborative team that values innovation and diversity, where your contributions will shape the future of financial services. This is a fantastic opportunity for professionals looking to elevate their careers in a dynamic environment.

Qualifications

• 7+ years in financial institutions or related credit risk analysis.
• Strong accounting and corporate finance knowledge is essential.

Responsibilities

• Conduct credit analysis and manage transactions within the Sponsor/Direct Lending unit.
• Structure and negotiate credit agreements with borrowers.

Skills

Credit Analysis

Financial Risk Assessment

Communication Skills

Corporate Finance Knowledge

Negotiation Skills

Education

Bachelor’s Degree

CFA or MBA

Tools

MS Word

MS PowerPoint

MS Excel

Job description

Join to apply for the Sponsor Finance & Direct Lending, VP role at MUFG.

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

Our culture emphasizes putting people first, embracing diverse ideas, and collaborating to innovate quickly. We invest in talent, technologies, and tools to empower your career growth.

Join MUFG, where inspiration and meaningful impact are part of our everyday.

The role involves working at an MUFG office or client sites four days a week, with one remote day. More details will be provided by our recruitment team.

Job Summary:

Overall Purpose: To evaluate and underwrite Direct Loans and other credit exposures to Private Equity owned, non-investment grade borrowers, ranging from middle market to large corporates within the Sponsor Finance & Direct Lending business unit. Support the Originations team and Syndication strategies. Manage credit monitoring and borrower relationships.

Primarily a corporate finance role focusing on transaction diligence, structuring, credit analysis, and recommendations. Key functions include risk assessment, structuring, pricing, and active credit management to maximize bank income and minimize credit costs.

Responsibilities:

• Credit analysis, recommendations, and transaction management within the Sponsor/Direct Lending unit.
• Conduct due diligence on new transactions and evaluate existing loan portfolios.
• Structure and negotiate terms and credit agreements with sponsor-owned borrowers.
• Prepare detailed credit analyses and applications, evaluating risks, financials, and industry factors.
• Support sponsor coverage team’s client idea generation and attend client meetings.
• Assist with syndication strategies, including lender presentations and coordination.
• Communicate account information across organizational levels.
• Maintain industry knowledge relevant to the portfolio.
• Oversee facility closing procedures and documentation.

Advanced Client Solutions:

• Collaborate within deal teams supporting financing structures and strategies.
• Assist with credit analysis for structured transactions like derivatives, securitizations, and supply chain finance.
• Stay informed on industry and regulatory issues.
• Participate in client and bank meetings as needed.

Policy and Transaction Responsibilities:

• Coordinate with credit approval divisions to align risk strategies.
• Establish appropriate transaction ratings and exposure levels.
• Ensure compliance with policies and regulations.

Requirements:

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

The typical base salary range is $200K - $230K, depending on experience and location. Additional bonuses and comprehensive benefits are offered. For more details, refer to our Total Rewards program.

MUFG considers all qualified applicants, including those with criminal histories, in accordance with applicable laws and regulations.

We are an Equal Opportunity Employer committed to diversity and inclusion.

Additional Details:

• Seniority Level: Executive
• Employment Type: Full-time
• Job Function: Business Development and Sales
• Industries: Financial Services and Banking