Entry Level Financial Modelling Jobs in California

Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
The Growth and Middle Market Technology Banking team at MUFG covers the most exciting venture backed, private equity owned and publicly traded technology companies in the world. They support pre-IPO growth and middle market private and public companies in the innovation ecosystem by evaluating, structuring and underwriting loan facilities and other credit exposures.
The Analyst position is an opportunity to be a part of a new, fast-growing team within a truly global financial institution, supporting relationship managers (RMs) with business development and client management activities. Ideal candidates have a growth mindset, are proactive problem-solvers and have a passion for technology.
Job Summary:
As an Analyst, you will be responsible for supporting the Growth & Middle Market Technology Banking team to achieve their client growth and profitability goals by leveraging the daily activities outlined below.
Responsibilities:

• Prepare materials for client and prospect meetings, including external pitchbooks, bespoke slides (debt capacity and cost analysis, terms, comps), public information books and term sheets. Includes ensuring all pitch decks and other sales materials are kept up to date with current, relevant content.
• Support senior leadership on strategic projects and broader team initiatives.
• Prepare and present ad hoc decks for management as requested.
• Originate and execute briefing memos (clients/prospects) and credit preview memos to equip RMs with what they need to move transactions and opportunities forward.
• Build market intelligence by synthesizing industry research, market trends and competitive dynamics into sector insights (e.g. debt comps, M&A comps, capital raises, sector reports, bespoke slides for RMs).
• Prospecting: Utilize our internal and external resources to find prospects and create ad-hoc reports to find opportunities.
• Support VC/PE coverage efforts through portfolio analysis/screening and pitch materials preparation.
• Marketing: create LinkedIn posts, master slides, one-pagers, etc.
• Assist with client onboarding - KYC, profitability/returns approvals, etc.
• Support operational, account planning, and budgeting processes for the broader team.

In addition to the responsibilities listed above, you will be also tasked with keeping the following reports active:

• National Sales Report
• Monthly Calling Activity Report
• Build and manage the Master sales deck and related materials to include ad-hoc client slides such as (competitive liquidity analysis, capital alternatives & recommendations, and syndication overview)
• Salesforce timeliness and accuracy

Finally, you will be responsible for:

• Preparing unsolicited term sheets for prospective clients
• Attending events (as time allows)
• Attending in-person and virtual client calls
• Continuing to develop your professional network locally and nationally

The role also includes allocating a portion of your time to support the Credit Solutions team with portfolio reviews, underwriting memos/analysis, and financial spreading/modelling.
Skills & Experience:

• Credit underwriting or portfolio management experience (ideal but not required)
• At least one or two years of commercial/corporate banking experience
• Credit training program with a money center bank/regional bank
• Accounting and finance experience
• Interpersonal, analytical, and writing skills
• Organization and time management skills with strong attention to detail
• Knowledge of Microsoft Excel, PowerPoint and Word
• Experience with financial modeling and spreadsheets
• Bachelor's Degree in a business-related major, including Finance, Accounting, or Economics

The typical base pay range for this role is between $100K to $110K depending on job-related knowledge, skills, experience and location. This role will be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
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 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 on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.