- Requisition # 10041763-WD
- Job Type Day
- Location San Francisco, CALIFORNIA
- Date Posted 03/29/2021
Your potential. Your opportunity.
Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2020). In the Americas, we’re 13,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, developing positive relationships built on integrity and respect. It’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. We’re a team that accepts responsibility for the future by asking the tough questions and owning the solutions. Join MUFG and be empowered to make your voice heard and your actions count.
Reporting to Corporate Strategy and Development Manager, the Associate will be an integral member of the Corporate Strategy and Development team and will support the team in a variety of strategy and M&A projects. Responsibilities will range from providing analytical support to Managers in bank-wide planning and strategic initiatives, performing competitor / industry analyses and assisting with all facets of the M&A process including valuation, diligence and execution. Works closely with other business units within the Bank and will have overall responsibility for creating financial models and presentations that will be presented to the decision-makers of the organization
- Create valuation/merger models with varying levels of granularity based on stage of deal. Appropriately incorporate purchase accounting adjustments into merger models and quantify impact on capital absorption levels, accretion/dilution and returns on investment. Work with business units and other internal diligence teams to create detailed, bottoms-up driven operating models. Create comprehensive output sheets to present key financial highlights on a standalone and pro forma basis to management.
- Assist business line managers with due diligence process in an M&A deal. Create project plans and timelines during the planning process. Synthesize and determine materiality of voluminous amounts of information. Participate and may lead internal diligence calls with bank transaction teams. Create customized diligence memos for transaction teams to complete. Identify key diligence items and escalate to management as needed. Summarize key diligence findings in presentations to be used for management briefings.
- Develop planning approaches for a wide variety of projects and actively guide the key stakeholders through the project phase for managers and business heads. Conduct data collection and market research related to the topic of the corporate initiatives and M&A strategy. Consolidate, synthesize and interpret collected information to inform key strategic decisions or expand the fact base of the bank in critical areas.
- B.A. / B.S. degree in Business, Finance and/or Accounting is required. MBA, preferably from a top university is highly desired.
- 3 or more years of direct work experience in quantitative and qualitative analysis from an investment banking, private equity/venture capital or management consulting firm.
- Financial Institutions Group (FIG) experience preferred.
- Possess strong financial modeling and work ethic to be successful.
- Work autonomously in a relatively unstructured environment, to prioritize and multi-task on competing projects and to execute and complete deliverables in a timely manner is critical.
- Proficient in the use of MS Office: Excel, Word, PowerPoint and Access.
- Excellent verbal, written and presentation skills are essential.
- Financial Institutions Group (FIG) experience is preferred.
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 in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.