Associate, Portfolio Management

  • Requisition #: 31102018CR26
  • Job Type: Full Time
  • Location: Toronto, ON Canada


Join a financial group that’s as committed to your future as you are. At MUFG, we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. As the 5th largest bank in the world, our diverse team is connected by a common ambition to create change for the better—from forging more dynamic career paths to driving progress in our communities, to continuously reshaping the standards of global financial services. Positive impact starts here; see the change you can make as we strive to become the world’s most trusted financial group.

MUFG is one of the world’s leading financial groups. With over 360 years of growing the financial health of the world’s greatest businesses, Mitsubishi UFJ Financial Group (MUFG) has a global network of 150,000 employees, with 1,800 offices and 300 entities in more than 50 countries. Our promise is simple. We serve our communities, foster economic growth and aim to become the preferred trusted financial advisers to our customers. Together, we have the unmatched expertise and global capabilities to meet the diversified needs of all our customers in the Americas and worldwide.

Job Description: 

Associate, Portfolio Management

The primary purpose is to develop and monitor corporate accounts related to managing and developing the business of the bank with corporate customers and prospects, through duties in the areas of portfolio administration functions, financial analysis, and credit application preparation.

Supporting functions for development and portfolio management function may require some travel, primarily within North America.


  1. Conducts credit analysis of Canadian corporate clients.
  2. Monitors early warning signs of Canadian corporate clients on a weekly basis.
  3. Works with the relationship management team as required.
  4. Prepares credit applications and analyses for assigned portfolio names.
  5. Works proactively and develops strong internal relationships with MUBCP, syndications group, product officers and other PM teams.
  6. Prepares reports and information related to credit-risk management within CCB.
  7. Monitors monthly portfolio data and soft limit exposures.
  8. Study, analyze, and condenses financial information provided by the customer or contained in financial statements and related materials.
  9. Maintains contact with customers to further develop a trusted working relationship and to keep updated on company news and providing answers to any questions they may have in regards to their business with MUFG.
  10. Reviews and analyzes the operating results of the customers' business as reflected in income statements and related materials
  11. Prepares detailed financial statement based forecasts on analysis of historical results and expected trends
  12. Prepares research and analysis of companies, industries and economic conditions in support of business development and portfolio management of the bank.
  13. Performs other duties as required and assigned.

Notice: The above information on this job description has been described to indicate the general nature and level of work performed by incumbents. Other duties and responsibilities not specifically described may be assigned from time to time, consistent with the knowledge, skills, and abilities of the incumbent.


  1. Bachelor’s Degree in Mathematics/Financial Analysis or related degree, Masters or relevant graduate degrees and designations are considered an asset 
  2. Minimum 5+ years related work experience in banking operations, credit processes, legal documentation, and multiple sector understanding.
  3. Proficiency using PowerPoint, Excel, and Word.
  4. Strong financial and risk analysis skills


Chartered in 1981 and assuming its current identity as MUFG Canada Branch, our Canadian Branch is the premier Asia-based global bank in its market. We serve local and Japanese clients from the Atlantic to the Pacific with financial expertise across a number of key industries such as oil and gas, pipelines, power generation, automotive, transportation, and telecom.

The receipt of this application by MUFG Bank, Ltd., Canada Branch (“MUFG Canada Branch”), does not imply or guarantee employment. MUFG Canada Branch is an equal opportunity employer. We do not discriminate in hiring or in any other aspect of employment on the basis of the grounds enumerated in the Canadian human rights act. In addition, MUFG Canada Branch complies with applicable laws prohibiting discrimination in employment in every jurisdiction in which it maintains facilities. MUFG Canada Branch provides accommodation to individuals in accordance with the requirements outlined in Canadian human rights act and the Canada Labour Code.

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