Associate, Financial Institutions

7 days ago


Melbourne, Victoria, Australia Mufg Bank, Ltd., Australia Full time

**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 120,000 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.

**About the role**:
The Financial Institutions Portfolio team (FIP) at MUFG is looking for a highly motivated team player with strong credit and analytical skills and solid working knowledge of Funds Finance to support on-going growth within the sector. The individual will be based in Sydney.

In your role as Associate, FI Portfolio, you will sit within the Front Office Credit & Portfolio function (C & P) of the Global Corporate & Investment Banking (GCIB) business in Oceania. The role supports the business in key functional areas: quality analysis and monitoring of credits with consistent and timely reporting, and management of a portfolio of Funds Finance, Securitisation, Banks and Diversified Financials.

**What you'll be doing**:
Supporting the management of a portfolio of FF / SEC / Diversified Financials customers with a focus on credit quality monitoring and the achievement of the Bank's risk / return targets through:

- Conducting annual credit reviews and internal rating reviews
- Covenant compliance monitoring
- Supporting refinancing and other revenue initiatives across the portfolio
- Coordinating within the MUFG network
- Client interactions as required/appropriate
- Any other required tasks in accordance with the Bank's policies and procedures and required to support the broader FI business
- MUFG standards need to be maintained and supported at all times

**What we are looking for**:

- 3-5 years experience in corporate and institutional lending / debt advisory at a major bank or chartered accounting firm
- Tertiary Qualifications in related field including Finance, banking, business related degree from a leading university
- Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting
- Previous banking / credit / advisory experience, including within the Financial Institutions and Funds Finance/Sponsor space
- Strong financial analysis, modelling and general excel skills essential and ideally some loan documentation experience (including ISDAs)
- Possess an understanding of financial and economic markets in general
- Strong written and oral communication skills; excellent interpersonal skills with ability to create and maintain relationships
- The ability to communicate clearly both in writing and verbally
- Has strong interpersonal and presentations skills
- Is a team player
- Is a self-starter who applies initiative and has drive and enthusiasm
- Has an analytical mindset and problem solving skills
- Has the ability to work independently and prioritise a number of tasks across various work streams and alongside a number of stakeholders

**Our culture**:
MUFG fosters a highly professional, supportive work environment that enables our employees to help maximize our customers' prosperity. We focus on building long-term customer relationships and giving back to our communities in order to develop shared and sustainable growth for a better world.

MUFG Bank Ltd & MUFG Securities Asia Limited (collectively referred to as "MUFG") is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.



  • Melbourne, Victoria, Australia Grant Executive Search Full time

    Take the next step forward in your Sales career- Excellent Salary Package + Bonus & Lifestyle Balance- Exciting & new long term career roleThis Global Investment Manager is committed to building a high performance focused culture, as well as actively developing and encouraging its team for longer term individual career opportunities. Due to their exciting...


  • Melbourne, Victoria, Australia Aon Full time

    Senior leadership role to lead our Financial Institutions and Professions division nationallyWork collaboratively across our broader Specialties Solutions segment to drive growth and deliver exceptional risk advisory and broking servicesPosition will suit an experienced Financial Lines broker with exemplary leadership skillsRole can be based in Sydney or...

  • Senior Executive

    2 weeks ago


    Melbourne, Victoria, Australia beBeeFinancial Full time $180,000 - $210,000

    National Financial Institutions LeaderThis is a senior leadership role responsible for shaping and driving the strategic direction of the Financial Institutions portfolio.Key Responsibilities:Develop and embed business strategy, including cross-sell initiatives across solution lines.Identify and pursue new business opportunities, lead tender responses and...


  • Melbourne, Victoria, Australia Aon Corporation Full time $150,000 - $200,000 per year

    Senior leadership role to lead our Financial Institutions and Professions division nationallyWork collaboratively across our broader Specialties Solutions segment to drive growth and deliver exceptional risk advisory and broking servicesPosition will suit an experienced Financial Lines broker with exemplary leadership skillsThis position offers the...


  • Melbourne, Victoria, Australia Aon Full time

    Senior leadership role to lead our Financial Institutions and Professions division nationallyWork collaboratively across our broader Specialties Solutions segment to drive growth and deliver exceptional risk advisory and broking servicesPosition will suit an experienced Financial Lines broker with exemplary leadership skillsRole can be based in Sydney or...


  • Melbourne, Victoria, Australia Bebeefinancial Full time

    Job Role Overview:The National Head of Financial Institutions is a senior leadership position responsible for driving the strategic direction of the Financial Institutions & Professions portfolio across Australia.This role requires an experienced Financial Lines broker with exceptional leadership skills to drive growth by ensuring consistent and high-quality...


  • Melbourne, Victoria, Australia beBeeFinancial Full time $180,000 - $200,000

    Job Role Overview:The National Head of Financial Institutions is a senior leadership position responsible for driving the strategic direction of the Financial Institutions & Professions portfolio across Australia.This role requires an experienced Financial Lines broker with exceptional leadership skills to drive growth by ensuring consistent and high-quality...


  • Melbourne, Victoria, Australia beBeeCustomerService Full time $60,000 - $80,000

    Customer Service RepresentativeWe're a progressive financial institution seeking an experienced Customer Service Representative to lead our customer-facing operations.This role involves delivering exceptional customer experiences through expert transaction management, product recommendations, and goal-oriented guidance. You'll be the face of our branch,...


  • Melbourne, Victoria, Australia beBeeLeadership Full time $180,000 - $220,000

    Senior Leadership RoleJob DescriptionThis senior leadership position is responsible for overseeing Aon's Financial Institutions and Professions division nationally.Develop and embed the Financial Services Group business strategy, including cross-sell initiatives across solution lines.Identify and pursue new business opportunities, lead tender responses and...


  • Melbourne, Victoria, Australia beBeeClient Full time $80,000 - $120,000

    At FactSet, we're dedicated to empowering investment professionals with cutting-edge financial data and analytics solutions. Our mission is to provide unparalleled support to our clients, serving as a trusted partner in their decision-making processes.We foster an inclusive work environment that encourages collaboration, creativity, and growth. As a Client...