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Vice President, Fund Analysis

Mitsubishi UFJ Financial Group, City of Westminster

Vice President, Fund Analysis

Salary Not Specified

Mitsubishi UFJ Financial Group, City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted today, 4 Dec | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

job Ref: 74170dd14e8c4daba623b3574ba845bc

Full Job Description

  • Lead a specialist Alternatives Fund Analysis function to support credit analysis for underwriting key fund-level products, including Fund Finance and FX hedging, plus other bespoke solutions.
  • Create a 'centre of excellence' for analysing Alternative Fund risk; liaising closely with product originators and structurers to execute transactions for Financial Sponsor clients, including understanding key risk mitigants and associated legal documentation.
  • Manage credit analysis and ongoing portfolio monitoring of fund-level exposures to Financial Sponsor clients, including awareness of key industry and macro-economic developments., Oversight of Alternatives Fund first-line credit work and workflow control including Credit Applications and Borrower Rating commitments. Credit analysis will be forward looking on live transactions, limit renewals and annual reviews; working side by side with relationship bankers, product partners and credit risk colleagues.
  • New client approvals, including setting credit appetite, limits and rating, performing due diligence calls/ visits, input to drafting/ negotiating credit terms for legal documentation, including ISDAs/CSAs.
  • Involvement in complex / high profile Alternatives Fund credit cases. Quickly able to assess key credit issues, raise salient points to the key stakeholders and to assess the risk-reward trade off.
  • Ability to multi-task and manage ever changing and often conflicting priorities; Ability to work with a high level of motivation and initiative and ensure accurate and timely compliance with internal policy and reporting procedures.
  • Work with the Product Heads and Sponsor Coverage team to train, supervise and develop junior team members - including client and market developments.
  • Analysing economic, market, regulatory, industry events/developments and assessing their impact on the portfolio. Reporting any relevant events to the Product and Coverage Heads and other relevant senior risk management.
  • Analysing and interpreting the portfolio stress testing results and take actions as appropriate at counterparty, country and/or industry level
  • Co-ordinate ISDA/CSA documentation approval process; working closely with Global Markets, Operations, Credit Risk & Legal teams and liaising with clients, as applicable.

    Minimum 3 to 5 years' experience in assessing Fund credit cases gained in a banking or asset manager environment. An emphasis on credit analysis in the context of financing and hedging transactions, as well as a strong motivation to lead in a transaction driven environment.
    • Preferred:
  • Experience with fund finance, fund-level FX, including ISDA negotiation, and / or relationship management, considered favourable.
    • Skills and Experience Functional / Technical Competencies:
  • Strong understanding of the Alternative Investment / Financial Sponsor market, including key fund-level products, such as Fund Finance and FX hedging.
  • Teamwork: evidence of being a strong team player, collaborates with others within and across teams
  • Creativity: Looks for new ways to improve current processes and develop creative solutions that have practical value
  • Problem solver: think ahead, anticipates questions, plans for contingencies, finds alternative solutions and identify clear objectives.
  • Demonstrate strong credit skills and judgement, with an intensive "hands on" approach to analysing the details of credit and structure; specialising in Alternative Funds
  • Strong interpersonal skills. Be able to establish credibility and trust with clients, product specialists and credit executives, and to partner with them effectively.
  • Ability to lead Due Diligence meetings with clients.
  • An excellent understanding of market risk and ISDA/CSA documents for Alternative Funds.
  • An understanding of Fund Finance loan documentation and key credit protections., Bachelor's Degree in Finance, Economics or equivalent qualifications in a related discipline. Master's Degree or CFA desirable., A proactive, motivated approach with the ability to provide clear direction to the Associates / Analysts
  • The ability to operate with urgency and prioritise work accordingly, including management of key stakeholders, such as Credit Risk, Legal etc.
  • Commercial approach to recommendations, including ability to understand client priorities
  • Strong decision-making skills, ability to demonstrate sound judgement
  • The ability to manage large workloads and tight deadlines
  • Excellent attention to detail and accuracy
    • We are open to considering flexible working requests in line with organisational requirements.

    Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. 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.

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