Investment Banking Associate
At a glance
Junior Investment & Corporate Development role at MUFG. Los Angeles · full-time · $170,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Coordinate diligence reviews and assess materials, then build projections, LBO, DCF and comparable-company valuation work
- Create pitchbooks, deal memoranda, management presentations and other materials used to market transactions
- Identify potential buyers and investors, then reach out to them during deal processes
- Move transactions through key execution steps while supporting senior bankers with client relationships
- Help develop the team through recruiting, training and mentoring
What you bring
- At least two years in sell-side M&A advisory and investment banking, with deals carried from initial pitch through closing
- SIE, Series 79 and Series 63 licenses are required
- Strong financial modeling and analysis skills, plus proficiency in S&P Capital IQ, PitchBook, Salesforce CRM and online data rooms
- A strong academic record from a top-tier school and clear written and verbal communication skills
Who this fits
This suits an experienced associate who can work collaboratively in a small team and handle a demanding, fast-paced environment. You’ll work from an MUFG office or client site four days each week, with one remote day. The role is a full-time hire, not an internship or college-entry position.
From the employer
Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm, resulting in what we believe is some of the highest retention rates in the industry.
Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world.
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.Intrepid Investment Bankers is expanding nationally and seeking experienced Investment Banking Associates across our offices for both M&A and Restructuring advisory. Associates work on dedicated industry groups such as Healthcare, Media, Industrials, Consumer etc. to execute M&A transactions as well as our Special Situations group which specializes in delivering expert advisory services for clients facing unique and complex challenges including debt maturities or defaults, declining financial performance, or litigation.
We have openings across Nashville, Los Angeles, New York, & Charlotte including the following:
Associate - Beauty & Personal Care - Los Angeles or NYC
Associate - Lifestyle Brands - NYC or Los Angeles
Associate - Supply Chain & Logistics - NYC Charlotte or Los Angeles
Associate - Food & Beverage - Charlotte NYC or Los Angeles
Associate - Industrials - Charlotte or Los Angeles
Associate - Healthcare - Nashville or Los Angeles
Associate - Special Situations & Restructuring - NYC
*Please note this role is not accepting intern or college resumes. This is for experienced Full-Time hires only.
Responsibilities
Organizing, reviewing, and analyzing due diligence processes and materials
Developing valuation analyses and models (projections, LBO, DCF, public comparables, historical M&A transactions, etc.)
Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials
Compiling prospective acquirer & investor lists and contacting acquirers & investors
Performing key steps in the transaction execution process
Supporting senior bankers in establishing relationships and maintaining direct contact with current and prospective clients
Interacting with senior bankers to help build the firm (training, recruiting, mentoring, etc.)
Qualifications
Minimum of 2+ years sellside M&A advisory and investment banking experience with record of completed transactions from pitch to close
Outstanding academic credentials from a top tier school
Demonstrated critical thinking, process oriented, and strong attention to details
Excellent written and oral communications skills
Highly proficient financial analysis and modeling skills
Proactive, results oriented, can-do attitude, team player
Self-starter willing to work in an entrepreneurial, demanding, and fast-paced environment
Significant level of maturity and the ability to work collaboratively as part of a small team
Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM and online data room platforms
SIE and Series 79 and 63 licenses are required
The typical base pay for this role is $170,000 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 bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
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 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.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.