Portfolio Management Analyst in City of Westminster

Portfolio Management Analyst in City of Westminster

City of Westminster Full-Time 30000 - 40000 £ / year (est.) No home office possible
Mitsubishi UFJ Financial Group

At a Glance

  • Tasks: Support the Portfolio Management team in monitoring aviation transactions and assisting with credit tasks.
  • Company: Join MUFG, a leading global financial group with a focus on innovation.
  • Benefits: Flexible working options, professional development, and a collaborative culture.
  • Why this job: Gain hands-on experience in aviation finance and make a real impact.
  • Qualifications: Degree in Finance, Economics, or related field; strong analytical skills.
  • Other info: Opportunities for growth and learning in a dynamic environment.

The predicted salary is between 30000 - 40000 £ per year.

Support the Portfolio Management team in monitoring aviation transactions and assisting with credit and administrative tasks. The role will involve learning core aspects of portfolio management, risk monitoring, and client servicing under close guidance from senior team members.

Responsibilities

  • Assist in preparing semi-annual/annual reviews of aviation facilities, including data gathering and analysis (e.g., LTV calculations, loan summaries, asset details).
  • Support the processing of waiver/client requests by coordinating with internal teams and following established procedures.
  • Help monitor loan covenants and update internal systems with accurate data.
  • Assist in admin tasks related to credit facilities, such as account opening, KYC documentation, etc.
  • Maintain accurate records in internal monitoring systems for loans and collateral.
  • Collaborate with senior team members on refinancing, restructuring, and amendments of transactions.
  • Participate in ad-hoc projects and reporting exercises as assigned.
  • Work closely with colleagues in Credit, Origination and Operations to ensure smooth communication and timely escalation of issues.
  • Develop understanding of Facility Agent, Security Trustee, and Account Bank responsibilities through shadowing and training.
  • Build knowledge of aviation finance and structured lending through on-the-job learning and formal training.

Skills and Experience

  • Strong analytical and numeracy skills.
  • Proficiency in Excel and willingness to learn financial modelling.
  • Basic understanding of banking products and processes (training will be provided).
  • Attention to detail and ability to follow structured processes.

Education and Qualifications

  • Degree level or equivalent in Finance, Economics, Business, or related field or relevant work experience.

Personal Requirements

  • Eagerness to learn and develop technical and industry knowledge.
  • Strong communication skills and ability to work collaboratively.
  • Proactive and motivated approach with willingness to take guidance.
  • Ability to manage time effectively and prioritise tasks.
  • Calm and structured approach under pressure.
  • High attention to detail and accuracy.

We are open to considering flexible working requests in line with organisational requirements.

Portfolio Management Analyst in City of Westminster employer: Mitsubishi UFJ Financial Group

Mitsubishi UFJ Financial Group (MUFG) is an exceptional employer that prioritises employee growth and development within the dynamic field of aviation finance. With a strong commitment to fostering a collaborative work culture, MUFG offers comprehensive training and mentorship opportunities, ensuring that employees can thrive and make meaningful contributions. Located in a global financial hub, the company provides a unique chance to engage with industry leaders while enjoying flexible working arrangements that support a healthy work-life balance.
Mitsubishi UFJ Financial Group

Contact Detail:

Mitsubishi UFJ Financial Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Management Analyst in City of Westminster

✨Tip Number 1

Network like a pro! Reach out to people in the aviation finance sector on LinkedIn or at industry events. A friendly chat can open doors that a CV just can't.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of portfolio management and aviation finance. We recommend having a few insightful questions ready to show your enthusiasm and understanding of the role.

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the position. It keeps you fresh in their minds!

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at MUFG.

We think you need these skills to ace Portfolio Management Analyst in City of Westminster

Analytical Skills
Numeracy Skills
Proficiency in Excel
Financial Modelling
Attention to Detail
Understanding of Banking Products
Communication Skills
Collaborative Work
Time Management
Task Prioritisation
Ability to Work Under Pressure
Eagerness to Learn
Knowledge of Aviation Finance
Structured Approach

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Portfolio Management Analyst role. Highlight any relevant coursework or projects in finance, economics, or aviation to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for aviation finance and explain why you’re eager to learn and grow with us. Be genuine and let your personality come through.

Show Off Your Analytical Skills: Since this role involves a lot of data analysis, mention any experience you have with Excel or financial modelling. If you've done any related projects, don’t hesitate to include them!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Mitsubishi UFJ Financial Group

✨Know Your Aviation Finance Basics

Before the interview, brush up on your knowledge of aviation finance and structured lending. Familiarise yourself with key terms and concepts that are relevant to the role, as this will show your genuine interest and eagerness to learn.

✨Excel Skills Are Key

Since proficiency in Excel is crucial for this position, make sure you can confidently discuss your experience with it. If you have any examples of financial modelling or data analysis you've done, be ready to share those during the interview.

✨Demonstrate Your Analytical Skills

Prepare to showcase your analytical and numeracy skills by discussing specific instances where you've used these abilities. Whether it's through coursework or previous roles, having concrete examples will help you stand out.

✨Ask Insightful Questions

At the end of the interview, don’t hesitate to ask questions about the team dynamics, ongoing projects, or the training process. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values.

Portfolio Management Analyst in City of Westminster
Mitsubishi UFJ Financial Group
Location: City of Westminster

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