Middle Office Investment Banking Analyst

MUFG; Tampa (FL); On-site; USD 70,000 - 81,000; Full time

Job summary

A global financial institution is seeking a Corporate Banking Middle Office Investment Banking Analyst in Tampa, Florida. This role involves coordinating the closing of corporate and investment banking transactions, providing vital support to front office staff, and ensuring compliance with banking regulations. Ideal candidates will have an undergraduate degree and some experience in investment banking or loan closings. A competitive salary range of $70K to $81K is offered, along with comprehensive benefits.

Benefits

Comprehensive health and wellness benefits

Retirement plans

Paid vacation and sick days

Qualifications

• 1-3 years of Investment Banking and/or loan closing experience preferred.
• Understanding of Loan products in Corporate Banking.
• Ability to operate in a rapidly changing environment.

Responsibilities

• Coordinate and support closing of corporate/Investment Banking transactions.
• Communicate with Front Office for required documents.
• Monitor closing process and ensure timely completion.

Skills

Investment Banking knowledge

Loan closing experience

Multi-tasking

Communication skills

Organizational skills

Education

Undergraduate degree

Tools

MS Office applications

Job description

Job Summary

The Corporate Banking Middle Office Invest Banking Analyst is broadly responsible for coordinating and supporting the closing corporate/Investment Banking transactions in various lines of business such as (but not limited to) Funds Finance, Asset-Based-Leasing, and Aviation. In this team, Analysts provide daily operational support to our Front Office Account Officers and coordinate with the Back Office to ensure proper booking of transactions. This role is crucial in facilitating smooth operation of closing activities, which directly impacts the bank's profitability and client satisfaction.

Major Responsibilities

• Maintain a pipeline of upcoming closings for new, amendment, renewal, and terminations.
• Communicate with Front Office to collect required documents and material for closings, escalating issues if necessary.
• Monitor the progress of closing process and ensure timely completion.
• Process the initial facility set-up and booking of material data in the Bank’s internal system(s).
• Prepare Closing Memorandums accurately and promptly for AVP review and for distribution to the Back Office.
• Maintain a high level of customer service with quick response time and accurate information to internal and external stakeholders.
• Prepare various reports for reconciliation.
• Liaise and coordinate pre-closing requirements with internal teams (Portfolio Management, Syndications, Credit, Loan and Agency Services, Finance, Legal, and Back Office).
• Assist with ad-hoc inquiries.
• Execute best practices of control, risk mitigation and escalation.
• Participate in projects and provide input with various working groups, with the goal to continually enhance performance and efficiency.
• Comply with Banking Regulations and Standard Practices daily.
• Monitor and manage cases in ServiceCloud.

Qualifications

• An undergraduate degree plus 1- 3 years of Investment Banking and/or loan closing experience, or equivalent knowledge is preferred.
• Understanding of the Loan product/financial services, preferably within Corporate Banking.
• Prior experience working in a Corporate or similar environment that emphasizes multi-tasking and prioritization.
• Proven ability to collaborate with team members and senior management across and within the lines of business.
• Keen attention to detail and ability to prioritize.
• Efficient oral and written communication skills.
• Ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments.
• Ability to learn new principles and dynamic systems quickly.
• Critical decision-making abilities to identify, escalate, and propose solutions to problems.
• Ability to multi-task through strong organizational and time management skills.
• Prior experience or willingness to learn to read credit agreements.
• Proven ability to perform under pressure and produce results.
• Commitment to perform at the highest level at all times.
• Proven history of strong work ethics and office conduct.
• Strong knowledge of MS Office applications.

The typical base pay range for this role is between $70K - $81K 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 (https://careers.mufgamericas.com/sites/default/files/document/2023-01/mb-live-well-work-well.pdf)

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.

At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!

Our Culture Principles

• Client Centric

• People Focused

• Listen Up. Speak Up.

• Innovate & Simplify

• Own & Execute