Strategy & Planning, Analyst
MUFG, Tampa, FL, United States
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 Global Operations Planning for the Americas (GOPA) team provides strategic guidance and execution support for initiatives driven by Tokyo Head Office (HO). Acting as a key liaison between Tokyo HO and regional stakeholders, the team supports operational initiatives across the Americas, including the U.S., Canada, Brazil, and Mexico, and is responsible for various management and HO reporting activities.
Job Summary This role sits within a planning-focused function responsible for planning, executing, and monitoring cross‑functional initiatives and projects. The Analyst will work independently and collaboratively with business partners across Operations, GCIB/JCIB front offices, and other internal teams to enhance the operational and systems management framework and to improve efficiency and accuracy.
The position carries accountability for initiative and project management, ongoing management and HO reporting, and related administrative responsibilities. The successful candidate will demonstrate strong ownership, the ability to deliver under time pressure, and a solid understanding of day‑to‑day operational products and processes, with the capability to contribute to more complex matters.
Given the global nature of the role, overtime may occasionally be required due to time zone differences between the U.S. and Japan, as well as extensive cross‑departmental collaboration across regions.
Major Responsibilities
Prepare and deliver regular and ad‑hoc reports to senior management, regional offices (Canada, Mexico, Brazil), and Tokyo HO
Lead or support initiatives and projects, partnering closely with Tokyo HO, GCIB/JCIB front teams, and other stakeholders to align with HO strategies and policies while improving operational efficiency and accuracy
Lead or assist in Nostro account management and related implementation activities
Respond to inquiries from Tokyo HO and other regions, including complex or irregular cases
Track and report initiative and project progress, proactively escalating risks and issues
Support project planning activities, including resource estimation, work breakdown structures, and scheduling
Prepare and maintain executive‑level reports and presentation materials for complex initiatives and projects
Collaborate with team members and management to prioritize work and achieve team objectives
Perform additional duties as assigned
Required Qualifications
1.5+ years of experience in the financial services industry
Strong proficiency in Microsoft Office and related tools, including Word, Excel, PowerPoint, Power Automate, Power BI Desktop, Visio, and Outlook
Demonstrated ability to work effectively in a diverse, cross‑cultural environment
Proactive, self‑motivated, and able to contribute effectively to team‑oriented projects and initiatives
Strong interpersonal, verbal, and written communication skills, with the ability to coordinate across multiple stakeholders
Deadline‑driven, with the ability to work independently and manage multiple priorities
Japanese language proficiency is a plus
Education
Undergraduate or graduate degree in Finance, Economics, Risk Management, Business Analytics, Technology or equivalent
The typical base pay range for this role is between $85K - $100K depending on job‑related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance‑based bonuses 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 (https://careers.mufgamericas.com/sites/default/files/document/2023-01/mb-live-well-work-well.pdf)
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.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client‑obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
Our Culture Principles
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
#J-18808-Ljbffr
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 Global Operations Planning for the Americas (GOPA) team provides strategic guidance and execution support for initiatives driven by Tokyo Head Office (HO). Acting as a key liaison between Tokyo HO and regional stakeholders, the team supports operational initiatives across the Americas, including the U.S., Canada, Brazil, and Mexico, and is responsible for various management and HO reporting activities.
Job Summary This role sits within a planning-focused function responsible for planning, executing, and monitoring cross‑functional initiatives and projects. The Analyst will work independently and collaboratively with business partners across Operations, GCIB/JCIB front offices, and other internal teams to enhance the operational and systems management framework and to improve efficiency and accuracy.
The position carries accountability for initiative and project management, ongoing management and HO reporting, and related administrative responsibilities. The successful candidate will demonstrate strong ownership, the ability to deliver under time pressure, and a solid understanding of day‑to‑day operational products and processes, with the capability to contribute to more complex matters.
Given the global nature of the role, overtime may occasionally be required due to time zone differences between the U.S. and Japan, as well as extensive cross‑departmental collaboration across regions.
Major Responsibilities
Prepare and deliver regular and ad‑hoc reports to senior management, regional offices (Canada, Mexico, Brazil), and Tokyo HO
Lead or support initiatives and projects, partnering closely with Tokyo HO, GCIB/JCIB front teams, and other stakeholders to align with HO strategies and policies while improving operational efficiency and accuracy
Lead or assist in Nostro account management and related implementation activities
Respond to inquiries from Tokyo HO and other regions, including complex or irregular cases
Track and report initiative and project progress, proactively escalating risks and issues
Support project planning activities, including resource estimation, work breakdown structures, and scheduling
Prepare and maintain executive‑level reports and presentation materials for complex initiatives and projects
Collaborate with team members and management to prioritize work and achieve team objectives
Perform additional duties as assigned
Required Qualifications
1.5+ years of experience in the financial services industry
Strong proficiency in Microsoft Office and related tools, including Word, Excel, PowerPoint, Power Automate, Power BI Desktop, Visio, and Outlook
Demonstrated ability to work effectively in a diverse, cross‑cultural environment
Proactive, self‑motivated, and able to contribute effectively to team‑oriented projects and initiatives
Strong interpersonal, verbal, and written communication skills, with the ability to coordinate across multiple stakeholders
Deadline‑driven, with the ability to work independently and manage multiple priorities
Japanese language proficiency is a plus
Education
Undergraduate or graduate degree in Finance, Economics, Risk Management, Business Analytics, Technology or equivalent
The typical base pay range for this role is between $85K - $100K depending on job‑related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance‑based bonuses 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 (https://careers.mufgamericas.com/sites/default/files/document/2023-01/mb-live-well-work-well.pdf)
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.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client‑obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
Our Culture Principles
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
#J-18808-Ljbffr