Transaction Banking Portfolio Management Analyst

Location: New York

## Transaction Banking Portfolio Management Analyst Apply locations:
New York, NYtime type:
Full time posted on:
Posted Yesterday job requisition :
-WD
** 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.
** New

Job Title:

** Transaction Banking Portfolio Management – Analyst
*
* Job Description:

** The Transaction Banking Portfolio Analyst:
Member of the Transaction Banking Portfolio Management team supporting analytics, reporting and portfolio insights to drive decision making across deposit products and balance sheet strategy. This role provides foundational analytical support to Product, Treasury, Finance and Sales teams, contributing to portfolio monitoring, performance analysis, and business initiatives within Transaction Banking
** Major Responsibilities:
**** Portfolio Analytics & Reporting:
*** Support the preparation, development and delivery of recurring portfolio reporting covering performance metrics, customer behavior and profitability
* Assist in analyzing key financial indicators such as deposit balances, interest rates and margins
* Maintain data accuracy and consistency across reporting outputs
** Strategic Support & Insights:
*** Perform analytical support for portfolio strategy initiatives, including deposit growth and optimization efforts
* Assist in monitoring market and macroeconomic trends impacting portfolio performance
* Contribute to preparation of materials for senior management reporting
** Product & Business Partnership:
*** Partner with Product Management teams to support product performance tracking and analysis
* Provide analytical support to Sales and Relationship Managers to inform client strategy
* Assist with data gathering and analysis related to product development initiatives
* Collaborate with Treasury, Finance and other stakeholders to support reporting and analysist needs
** Financial & Balance Sheet Support:
*** Support forecasting activities related to portfolio balances and funding costs
* Assist in monitoring key performance metrics used to evaluate portfolio performance
* Provide support in tracking profitability and key financial drivers
** Background:
*** Bachelor’s degree in Finance, Economics, Accounting, or a related field
* 0-2 years of relevant experience (internships or entry-level roles in banking, finance or analytics preferred)
* Strong analytical and problem-solving skills
* Proficiency in Microsoft products and data analysis
* Exposure to banking products, treasury services or financial markets
* Experience with financial or data analysis tools
* Progress toward professional certifications (CFA, CPA, CTP or similar)
The typical base pay range for this role is between $83K- $99K depending on job-related knowledge, skills, experience and location. This role may also 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…