Director, Head of Leveraged Finance Portfolio Management in London

Key Responsibilities

• Lead the ongoing monitoring and management of non‑investment grade financings originated by the Leveraged Finance group, including asset management strategy.
• Lead Leveraged Finance discussions and strategy on portfolio matters with key senior stakeholders, including ECRO (credit sanctioning), CAD and GCIB Senior Management.
• In conjunction with CAD, lead 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, PE Sponsor Coverage, Capital Markets, Corporate Relationship Managers and other relevant internal counterparties.
• Support and coach more junior team members in undertaking each of the above tasks.
• Monitor credit quality for a portfolio of assets via management information and internal and external research sources to ensure covenant compliance and early identification of performance variances to budget and base cases.
• Develop relevant credit analysis including sensitivity scenarios and key ratios analysis (including where appropriate credit rating agencies), and make informed judgements on financial viability and liquidity to advise decision making at senior management level.
• Proactively develop, recommend and execute actions relevant to effective LF portfolio risk management, including partial / full asset disposals and portfolio top‑ups.
• Prepare high‑quality borrower credit reviews, monitoring analysis, waiver / consent requests and secondary trading proposals for submission to ECRO, and other internal processes as appropriate.
• Review materials prepared by junior portfolio team members and other account officers, providing guidance on appropriate actions in accordance with LF procedures.
• Ensure data integrity and, in partnership with the CAD team, prepare internal portfolio reporting and analysis including materials for the Corporate Credit Review Meeting.
• Work with relevant internal counterparties to mine the existing portfolio to identify refinancing and cross‑sell opportunities.
• Build relationships throughout MUFG to establish a peer network, gather relevant information and help ensure effective inter‑departmental collaboration.
• Build relationships at the appropriate business levels to create and maintain trust with corporate clients and partner banks on transactions.
• Support Corporate Relationship Managers to maintain an ongoing dialogue with clients to maximise MUFG\’s opportunities to win future business.
• Engage in cross‑organisation working groups and processes to develop and refine procedure and strategy, representing the individual requirements of the Leveraged Finance team.
• Manage non‑financial risks related to the client base, e.g., conducting timely ongoing compliance and KYC checks for LF clients in line with internal and external processes and procedures.
• Manage the relationship with Internal Audit and their regular audit processes to ensure positive outcomes for the Leveraged Finance team.
• Manage and develop junior portfolio team members and other junior team members as appropriate to assist in their development.

Qualifications

• Significant experience working within a banking / advisory or transactional environment.
• Advanced understanding of LBO structures and instruments and transaction experience thereof.
• Advanced experience in financial modelling (particularly LBO and credit ratings).
• Advanced experience in execution of transactions (including credit process) within tight timeframes.
• Advanced experience in credit analysis and due diligence.
• Significant transaction experience in several EMEA geographies, comfortable working in different cultures and capable of flexing style to accommodate client base.
• Client‑facing experience.
• Experience of managing a pan‑European liquid book of single B assets highly desirable.
• Experience of leading a team and of managing people is highly desirable.

Skills and Experience

• Excellent communication skills, written and verbal.
• Advanced understanding of deal structuring and banking documentation.
• Advanced credit skills.
• A strong team player with excellent interpersonal skills.
• Ability to effectively manage tight deadlines and different stakeholders.
• Knowledge of corporate finance principles / accounting knowledge.
• Experience of managing a team highly desirable.

Education & Qualifications

• Degree level education.
• Relevant post‑degree qualification preferred (e.g., CFA or ACA).

Personal Requirements

• Excellent communication and interpersonal skills.
• Results driven with a strong sense of accountability.
• A structured proactive, motivated and logical approach to work.
• Ability to operate with urgency, manage large workloads and tight deadlines when needed, and prioritise work accordingly.
• Strong collaboration and teamwork skills.
• Strong decision‑making skills, the ability to demonstrate sound judgement.
• Attention to detail and accuracy.
• Excellent Microsoft Office skills, particularly Excel and PowerPoint.

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

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 Leveraged Finance group is responsible for the origination, structuring and execution of LBOs with financial sponsors, including syndication, direct lending and mid‑market transactions, and other relevant sponsor financings, and for working alongside relationship managers and other coverage functions within the bank for the origination and execution of transactions for leveraged corporates. This role is to lead the Leveraged Finance Portfolio Management team, which is responsible for the monitoring and management of the leveraged loan exposures originated by the group.

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