Associate, Project Finance, Portfolio

About the role:

In your role as an Associate, you will play a key role in the Project Finance Portfolio Management team, reporting to the PF Infra and Resources Director. The Associate will support the credit analysis and ongoing portfolio management of Project Finance customers within Australia.

This role includes a variety of tasks:

• Management of customer credit & portfolio related requests

• Periodic review of customer credit and risk profiles

• Supporting the Relationship Managers and Portfolio Leads to manage credit proposals for new transactions

• Supporting the preparation of client presentations and customer account plans

• Managing compliance with internal processes and policies and other ad hoc support to the relationship managers

What you’ll be doing:

Account Management: 

The Associate will be responsible for credit analysis across a portfolio of clients with a focus on credit quality monitoring and the achievement of the Bank’s risk / return targets through:

• Conducting annual credit reviews and internal rating reviews

• Attend to client consent requests

• Support the Infra Director and VP in managing challenging assets

• Supporting refinancing and other revenue initiatives across the portfolio

• Coordinating within the MUFG network

• Client interactions on tasks required for on-boarding and account management

• Any other required tasks in accordance with the Bank’s policies and procedures and required to support the broader RUIT business        

Portfolio Management: 

• Support the PF Portfolio in the management of PF names in Infra and Resources, including a focus on sector risk / return and other strategic review processes 

What we are looking for:

• Associate - 4 – 6 years’ experience in institutional lending and credit research

• We will also consider candidates from chartered accounting firms, investment banks, investment management, project developers or from a treasury team in general corporates

• Solid mathematical knowledge, proficient Excel spreadsheet skills, research and analytical skills

• Broad Australian industry, business and economic understanding

• Be able to engage in independent research and analysis of customers and markets and apply critical thinking and a high level of attention to detail

• The ability to communicate clearly both in writing and verbally.

• Intermediate skills in:

  • credit writing

  • financial analysis and modelling

  • legal documentation and debt structuring.

• The ability to communicate clearly both in writing and verbally

• Has strong interpersonal and presentations skills

• Is a team player

• Is a self-starter who applies initiative and has drive and enthusiasm

• Has an analytical mindset and problem solving skills and is able to form their own opinions

• Has the ability to work independently and prioritise a number of tasks across various work streams and alongside a number of stakeholders

Our culture:

MUFG fosters a highly professional, supportive work environment that enables our employees to help maximize our customers' prosperity. We focus on building long-term customer relationships and giving back to our communities in order to develop shared and sustainable growth.