M&A Associate, Corporate Development - Financial Institutions Group (FIG)
- San Francisco, CA
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we're 13,000 strong, working together to positively impact every customer, organization, and community we serve. We achieve this by delivering on our values, putting people first, fostering long-term relationships built on honesty and mutual understanding, and inspiring the best in each other. This is all part of our inclusive, high-performing culture supported by Total Rewards that include our cash balance pension plan. Join a team that's working to fulfill its vision to be the world's most trusted financial group.
Reporting to Corporate Strategy and Development Manager, the Associate will be an integral member of the Corporate Strategy and Development team and will support the team in a variety of strategy and M&A 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. Works closely with other business divisions within the Bank and will have overall responsibility for crafting financial models and presentations that will be presented to the decision-makers of the organization
- Build 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 divisions and other internal diligence teams to create detailed, bottoms-up driven operating models. Build comprehensive output sheets to present key financial highlights on a standalone and pro forma basis to management.
- Assist business line managers with due diligence process in an M&A deal. Develop project plans and timelines during the planning process. Synthesize and settle 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 advance to management as needed. Summarize key diligence findings in presentations to be used for management briefings.
- Develop planning approaches for a broad range of projects and actively guide the key partners 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.
- Must have Financial Institutions Group (FIG) experience.
- B.A. / B.S. degree in Business, Finance and/or Accounting is required. MBA, preferably from a top university is helpful.
- 3 or more years of direct work experience in quantitative and qualitative analysis from an investment banking, private equity/venture capital or management consulting firm.
- Possess strong financial modeling and work ethic to be successful.
- 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.
- Proficient in the use of MS Office: Excel, Word, PowerPoint and Access.
- Excellent verbal, written and presentation skills are essential.
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.
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.
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