Associate, Leveraged Finance Portfolio

Role Overview

The Associate, Leveraged Finance Portfolio Management is part of MUFG’s Leveraged Finance group in Frankfurt, supporting the team that originates and structures Leveraged Buyouts (LBOs) for private equity sponsors in the DACH region.

Responsibilities

• Ongoing monitoring and management of a portfolio of non‑investment grade, financial sponsor‑backed financings originated by Leveraged Finance, Mid Market Direct Lending, and Securitised Products and Supply Chain Finance.
• Conduct portfolio analysis and reporting for internal purposes and ensure portfolio adherence to internal and external procedures and requirements (e. g., compliance, KYC, internal audit).
• Identify and execute refinancing and cross‑sell opportunities with portfolio borrowers in conjunction with LF Origination, Mid Market Direct Lending, PE Sponsor Coverage, Capital Markets, Corporate Relationship Managers, and other internal counterparties.
• Support the wider LF team with onboarding and other operational matters.
• Monitor credit quality of the portfolio through management information and internal/external research sources to ensure covenant compliance and early identification of performance variances.
• Develop relevant credit analysis including sensitivity scenarios and key ratios (including rating agency data) to advise decision making at senior management level.
• Proactively develop, recommend, and execute actions for effective LF portfolio risk management, including partial/full asset disposals and portfolio top‑ups.
• Prepare timely high‑quality borrower credit reviews, monitoring analysis, waiver/consent requests, and secondary trading proposals for submission to the ECRO and other internal processes.
• Ensure data integrity and, in partnership with the CAD team, prepare internal portfolio reporting and analysis including materials for the Corporate Credit Review Meeting.
• Support Securitised Products and Supply Chain Finance in reviewing potential opportunities, conducting credit approvals for onboardings, and subsequently monitoring these assets.
• Mine the existing portfolio to identify refinancing and cross‑sell opportunities in collaboration with relevant internal counterparties.
• Support all aspects of deal execution as required during the development and execution of a mandate for existing portfolio borrowers.
• Build relationships throughout MUFG to establish a peer network and gather relevant information to ensure effective inter‑departmental collaboration.
• Maintain ongoing dialogue with corporate clients and partner banks to maximise MUFG’s opportunities to win future business.
• Manage non‑financial risks related to the client base, e. g., conduct timely ongoing compliance and KYC checks for LF clients in line with internal and external processes and procedures.
• Engage with Internal Audit and their regular audit processes to ensure positive outcomes for the Leveraged Finance team.

Qualifications

• Experience working within a banking, advisory or transactional environment.
• Understanding and preferably practical experience of financial modelling.
• Understanding of LBO transaction structures.
• Basic knowledge of banking documentation.
• Understanding of credit analysis and due diligence.
• Basic negotiation skills with internal partners.
• Proven ability to effectively manage tight deadlines and multiple stakeholders.
• Basic knowledge of leveraged debt capital markets and M&A dynamics.
• Familiarity with corporate finance principles and preferably accounting knowledge.
• Experience in execution of transactions (including credit process) within tight timeframes.
• Good working knowledge of Microsoft Office, particularly Excel and Power Point.
• Native or fluent German language skills preferred.
• Excellent written and verbal English communication skills required.
• Personal Attributes
• Integrity and Responsibility.
• Balance Risk with Opportunity.
• Customer Focus.
• Demonstrate Global Perspective.
• Professionalism and Teamwork.
• Drive for Results.
• Collaborate and Build Partnerships.
• Communicate Effectively and Professionally.
• Challenge Ourselves.
• Lead Change & Seek Continuous Improvement.
• Think Strategically.
• Manage and Develop Talent.

Benefits

• Gross salary based on experience and consistent with the market, including bonus payment.
• Contribution to capital forming benefits ("Vermögenswirksame Leistungen").
• Job ticket sponsorship up to 50%.
• Lunch allowance.
• Flextime to support work‑life balance.
• Further training and educational programmes, e. g., language courses.
• Corporate benefits.
• Additional Information

The role is based in Frankfurt and requires willingness to relocate to Frankfurt.

Internal employees will be supported in case of relocation.

Flexible working requests may be considered in line with organisational requirements.

Equal Employment Opportunity Statement

MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count.

We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.

We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.

#J-18808-Ljbffr