MUFG Union Bank Specialty Services Analyst (In-house Regulatory Consultant) 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.

We are building out a Specialty Services Team, an in-house consulting team, comprised of experts in the areas of Risk, Finance, Regulatory and Process Improvement (non-IT roles). The idea is to have a team of former Big 4 Consultants who can be deployed on projects around the Bank, especially on regulatory-driven initiatives (i.e. CCAR, DFAST, etc.). These are full-time, regular positions at MUFG!

If you are interested in:

  • Working on highly visible projects at the Bank

  • No more excessive travel as a Big 4 Consultant

  • Rotational project opportunities across Risk and Finance Management

  • Seeing projects through full-life cycle (i.e. knowledge retention)

  • Working alongside third party consultants


The Specialty Services Team is a new organization within the Bank which provides consultation advice and implementation support for various enterprise program efforts around the Bank. Such “change the bank” programs may be driven by regulatory imperatives or M&A activities, and the Specialty Services team augments the capabilities typically sought from Big 4 consulting firms. The engagement model follows that of an internal consulting team, with rotating engagements and medium to long term project assignments. Team members gain exposure to a variety of teams within the organization, and will work alongside different management teams in delivery of project outcomes. The team delivers a cross-functional change management role that requires interaction with management and key stakeholders across Finance, Treasury, and Risk. The Specialty Services – Analyst works individually and in teams on engagements throughout the enterprise.

Major Responsibilities:

  • Apply a structured methodology to assigned project engagements, which may include Finance, Risk, or enterprise-wide program initiatives\

  • At the direction of engagement leaders, develop and execute project plans, status reports, and management and committee updates

  • Reviews applicable regulatory and/or legal pronouncements and determines an implementation program and approach. Performs gap analysis on existing policies, process and technology capabilities and makes recommendations for improvements.

  • Designs new policies and processes to ensure compliance with applicable regulatory requirements.

  • Develops Project Initiation Requests, Project Execution Requests, Business Requirements Documents, Resource Plans and other Enterprise Project Life Cycle documents as required.

  • Ensures high level of customer’s satisfaction by delivering on engagement artifacts timely and effectively

  • Conducts the analysis of business problems including making recommendations to management to help identify methods, procedures, and technologies that enhance recommended solutions and project execution.

  • Provides feedback on, and generates recommendations for, process improvement, lessons learned, program enhancements, and strategic alignment with business plans or other programs.

  • Provide thought leadership and analytical rigor to identify operational and integration issues pre- and post- acquisition, developing solutions, and driving decision making and escalation across multiple stakeholders

  • Manage the reporting and resolution of issues, risks and dependencies, proactively identifying potential planning gaps, suggesting mitigations to risks, actions to close issues or complete open items

  • Further the strategy and goals of the Specialty Services Team


  • A BA/BS degree from a 4-year college. Masters or advanced degree a plus.

  • Requires 3-5 years of experience in financial services, either within a commercial banking enterprise or Big 4 management consulting organization

  • Big 4 or top tier management consulting experience strongly preferred

  • Experience leading and managing projects from start to finish, including specific experience in tight timeline, and/or crisis environments

  • Demonstrated knowledge of banking regulations and generally accepted accounting principles

Additional Qualifications:

  • Demonstrable flexibility and ability to work independently or as part of a team.

  • Strong PowerPoint and written communications skills

  • Prior experience with any of the following applications a plus, but not required – Hyperion, PeopleSoft, OFSAA, Moody’s Risk Analyst

  • Prior experience with any of the following regulatory initiatives a plus – Comprehensive Capital Analysis and Review (CCAR), Dodd Frank Act Stress Testing (DFAST),

  • Resolution and Recovery Planning, Basel III Capital, Enhanced Prudential Standards

  • Ability to manage multiple projects concurrently and successfully

  • Ability to quickly establish rapport, credibility, trust, and respect throughout the organization at all levels, and be viewed as a team player.

*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.

Job: *Finance

Title: Specialty Services Analyst (In-house Regulatory Consultant)

Location: CALIFORNIA-San Francisco

Requisition ID: 10009384-WD

Other Locations: ARIZONA-Tempe, CALIFORNIA-Los Angeles