Investment Banking Analyst - Software & Services

Intrepid Investment Banker

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 to hire a talented and experienced professional at the Analyst level in the Software & Services Group. We are focused on candidates for our Los Angeles or New York offices.

Intrepid's Software & Services team specializes in delivering expert M&A advisory and capital-raising services tailored to the unique needs of the technology industry including Compliance Tech, Cybersecurity, Data & Analytics, Energy & Industrials Tech, GovTech, HCIT, HCM, PropTech, SalesTech, Supply Chain & Logistics, Vertical Software + AI, and Tech-enabled Services. With deep sector expertise and a proven track record, we help clients across a wide range of software verticals navigate complex transactions and achieve their strategic goals.

Please note this role is not accepting entry level or intern resumes. This role is for experienced Analyst candidates.

Responsibilities

Analysts are an important part of Intrepid deal teams, working closely with Managing Directors, Directors, Vice Presidents, Associates and clients. Analysts are involved in all phases of execution including:

• Performing client specific and industry research
• 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 information packages, pitchbooks, information memoranda, management presentations and marketing materials
• Compiling prospective acquirer lists
• Assisting senior bankers in firm building activities (training, recruiting, etc.)

Qualifications

The ideal candidate would possess the following:

• 1+years of Full-Time sellside M&A advisory and investment banking experience
• Outstanding academic credentials from a top tier school
• Team player willing to take an integral role in Intrepid's growth
• Excellent written and oral communications skills
• Significant level of maturity and the ability to work as part of a small team
• Self-starter willing to work in an entrepreneurial, demanding and fast paced environment
• Familiarity with accounting and corporate finance concepts and financial statement analysis

The typical base pay for this role is $100,000 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.

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.