MUFG Union Bank Corp Strategy & Development Analyst, Associate in San Francisco, California
Join a financial group that’s as committed to your future as you are. At MUFG, we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our 14,000 diverse colleagues are connected by a common ambition to create change for the better—from forging more dynamic career paths, to driving progress in our communities, to continuously reshaping the standards of global financial services. Positive impact starts here; see the change you can make as we strive to become the world’s most trusted financial group.
Reporting to Corporate Strategy & Development Manager, the member will be an integral member of the Corporate Strategy & Development team and will support the team in a variety of strategy, M&A and FinTech 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.
In addition, the member will work on a variety of FinTech strategy projects and help drive the innovation initiative at the enterprise-level. 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.
40% 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.
30% 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.
30% 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.
Generally at least 2-6 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.
Must possess strong financial modeling and PowerPoint skills.
Must have a strong work ethic and have excellent verbal and written communication skills.
The ability to 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.
Four-year bachelor degree in business, Finance or accounting or MBA, preferable from a top university.
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.; *
Title: Corp Strategy & Development Analyst, Associate
Location: CALIFORNIA-San Francisco
Requisition ID: 10010377-WD