Sponsor Finance & Direct Lending Portfolio Management - Analyst
Company: Mitsubishi UFJ Financial Group
Location: New York City
Posted on: April 2, 2026
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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. Across the globe, we’re
150,000 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. The selected colleague will
work at an MUFG office or client sites four days per week and work
remotely one day. A member of our recruitment team will provide
more details. Job Summary: Overall Purpose of Job: Primary support
for evaluating and underwriting Direct Loans and other credit
exposures to Private Equity owned non-investment grade borrowers
ranging in size from middle market to large corporate within the
Sponsor Finance & Direct Lending business unit. Analysts will also
provide support for the Originations (Financial Sponsor coverage),
Syndications, Monitoring and Sponsor portfolio company Relationship
Management functions by assignment within the business unit.
Analyst will be a corporate finance professional, supporting
Sponsor Finance & Direct Lending including non-investment grade
transaction origination and credit analysis efforts. Critical
functions include assessing risk factors associated with each
credit and determining the appropriate risk ratings based on
established policies and guidelines. Responsibilities will include
active credit management and monitoring for potential upgrades,
downgrades or general credit deterioration with the goal of
maximizing the bank’s net income while minimizing credit costs.
Responsibilities: Support the credit analysis and management of the
Sponsor/Direct Lending business unit Perform due diligence on new
transactions as well as regularly scheduled evaluation of the
existing loan portfolio Provide support for evaluating, structuring
and negotiating terms and credit agreements with Sponsor clients
Support the preparation of detailed credit analyses and required
credit applications in accordance with internal policies and
regulatory guidance, including the evaluation of company-specific,
industry, and regulatory risks; and company historical operating
performance, projected operating performance and capital structure.
Modeling skills required for both the credit application process
and quarterly review presentations. Provide support for coverage
team’s idea generation and pitch books for Sponsor clients and
potential clients and attend client meetings as required Provide
support for the syndication strategy, including lender
presentations and liaison with participant lenders, including banks
and private credit firms Responsible for the coordination and
communication of account information across various constituencies
throughout the organization. Generalist coverage responsibilities
including the need to understand current relevant industry
conditions in assigned portfolio utilizing internal and external
sources. Oversight of facility closing procedures including both
operations and documentation. Advanced Client Solutions: Work
within deal team environment (with GRM, Corporate Advisory, Capital
Markets, and Syndications) supporting the development and analysis
of financing structures/strategies, including leveraged capital
markets and other product areas. Support credit analysis for
structured credit transactions (derivatives transactions, margin
lending, receivable securitizations, supply chain finance).
Understand and maintain knowledge of industries represented in
portfolio, including technical aspects and regulatory issues.
Participate in client and bank meetings as necessary. Policy and
Transaction Responsibilities: Support the communication with the
credit approval division including final hold level strategies to
ensure alignment of risk strategy and policy. Evaluate and
establish appropriate ratings for transactions and correlate
appropriate exposure level with regard to exposure on both a
transaction and group level. Ensure compliance with policy and
regulatory requirements. Requirements: Bachelor’s degree, CFA
candidacy is a plus. Work experience in financial institutions or
equivalent credit risk related function analyzing corporate
customers Knowledge of accounting and corporate finance Strong
written, verbal, and interpersonal skills Strong financial modeling
skills Good computer skills in Microsoft Word, Power Point, and
Excel. Able to work independently and under pressure. The typical
base pay range for this role is between $105k-$120k 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, retirement plans, educational assistance and
training programs, income replacement for qualified employees with
disabilities, paid maternity and parental bonding leave, and paid
vacation, sick days, and holidays. For more information on our
Total Rewards package, please click the link below. MUFG Benefits
Summary We will consider for employment all qualified applicants,
including those with criminal histories, in a manner consistent
with the requirements of applicable state and local laws (including
(i) the San Francisco Fair Chance Ordinance, (ii) the City of Los
Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los
Angeles County Fair Chance Ordinance, and (iv) the California Fair
Chance Act) to the extent that (a) an applicant is not subject to a
statutory disqualification pursuant to Section 3(a)(39) of the
Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of
the Commodity Exchange Act, and (b) they do not conflict with the
background screening requirements of the Financial Industry
Regulatory Authority (FINRA) and the National Futures Association
(NFA). The major responsibilities listed above are the material job
duties of this role for which the Company reasonably believes that
criminal history may have a direct, adverse and negative
relationship potentially resulting in the withdrawal of conditional
offer of employment, if any. 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 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.
Keywords: Mitsubishi UFJ Financial Group, Union City , Sponsor Finance & Direct Lending Portfolio Management - Analyst, Accounting, Auditing , New York City, New Jersey