Investment Banking Associate
$170kMUFG
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. 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 two years of sell‑side 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 detail Excellent written and oral communication 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. MUFG Benefits Summary 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. #J-18808-Ljbffr
$170k
...retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services... ...to hire a talented and experienced Investment Banking Associate in the Industrials & Services group based in Charlotte or Los...SuggestedWork at officeLocal areaRemote work$170k
...help build the firm (training, recruiting, mentoring, etc.) Qualifications Minimum of two years of sellside M&A advisory and investment banking experience with a record of completed transactions from pitch to close, preferably including experience in Industrials or Services...SuggestedWork at officeRemote work$200k
...business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform... ...banking experience required; 2+ years as an Investment Banking Associate strongly preferred Internship or prior work experience in...SuggestedTemporary workWork experience placementSummer workInternshipSummer internship$60k - $90k
Residential Security Sales Representative CPI Security, a leader in the security and automation solutions industry, is looking for positive minded and motivated Residential Security Advisor to join our growing team in Charlotte, NC! Our Residential Sales Representative...Suggested- ...~ Assistin the preparation and review of financial statements, including but not limited to, Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash Flows, and Notes to Financial Statements ~ Prepare general ledger and work paper...SuggestedLocal area
$95k - $105k
...Senior Fund Accountant - Private Equity La Jolla | Charlotte We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform...$93.1k - $160.56k
...objectives. Conduct market analysis, competitor benchmarking, and trend forecasting to identify growth opportunities. Recommend investments, divestments, and innovation priorities within the plastics portfolio. Portfolio Execution & Lifecycle Management Monitor product...Local areaWorldwideRelocation- ...Retail Reports to: Varies Based on Assignment Position Overview This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the...Work at office
$170k
...Investment Banking Associate 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...Work at officeRemote work- ...Meeting or exceeding the annual budget regarding NOI. Providing leadership, hiring, training, evaluating, and supervising all on site associates. All on‑site operations functions. Promoting and upholding all company policies. JOB DESCRIPTION: Develop yearly operating...Full timeFor contractorsImmediate start
$135k - $225k
...Investment Banking Associate At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage...$30k - $180k
A leading insurance agency is looking for a motivated Regional Sales Manager to work remotely and assist families in need of mortgage protection and final expense insurance. The ideal candidate will have excellent communication skills and a drive to succeed. Comprehensive...Full timePart timeRemote work- ...related duties as assigned by supervisor. Education and Experience Requirements 2+ years’ origination experience in the mortgage or banking industry. Active NMLS license. Solid understanding of appraisals, title reports, and product guidelines. Experience utilizing...
- ...risk mitigation skills Understanding and application of the Bank's risk grading methodology and credit appetite Managing relationships... ...company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel....Work experience placementLocal area
$75k - $90k
...Linedata is seeking a Senior Credit Research Associate to join our Global Services team, supporting the investment research and portfolio management activities of a leading global asset management organization. In this role, you will perform credit research, financial...Local area- ...in as little as 24 hours. Since launching in April 2020, we've deployed over $5bn to thousands of brands worldwide, backed by Tier 1 banks like J.P. Morgan. We've become a trusted financing partner for some amazing brands, like True Classic, Little Words Project and...Work at officeRemote workWorldwideFlexible hours3 days per week
£60k per year
Connells Group is looking for an ambitious Mortgage & Protection Advisor to join our successful team in our Bairstow Eves Finchley’s branch. This is an excellent opportunity for a motivated individual to build a rewarding career with one of the UK's leading property services...- ...company procedures. Debit, credit, and total accounts on spreadsheets, databases, and/or accounting software. Receive, record, and bank cash, checks, and vouchers. Prepare, collect, calculate, organize, review, and/or process bills, invoices, receipts, statements, checks...Work at office
$65k - $75k
...day operations and overall success of the community. The ideal candidate will have a strong background in Condo/HOA or community association management, with experience partnering with Boards, managing association operations, and supporting resident-focused initiatives....Full timeTemporary workWork at officeLocal areaAfternoon shift- ...successful. We work to ensure that every associate embraces what makes Pinnacle different... ...to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as... ...software. Knowledge of federal and state banking regulations and compliance. Knowledge...Work at office
- Job Summary We are seeking a Senior Dealer Commercial Credit Analyst to lead complex credit analysis and risk assessment activities for dealership floorplan, revolving, term, and real estate financing across North America. This role is central to supporting Daimler Truck...Temporary workFor contractorsWork at officeLocal areaRemote workWorldwideRelocationRelocation package
$45.05 - $55.06 per hour
...including your own. We’re actively seeking a talented Senior Investment Operations Analyst to join our Fixed Income Investment... ...Investment Operations division . Your colleagues will include Associate Directors, Analysts, and cross-functional partners across...Flexible hours$103.45k - $197.73k
...executive leadership. Synthesize complex and conflicting information into a clear and influential value proposition. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance...H1bWork at officeRemote workRelocation packageFlexible hours$77.12k - $138.81k
...Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance...H1bWork at officeRemote workRelocation packageFlexible hours- Highspring LLC (d/b/a Vaco by Highspring) is seeking a Credit Analyst to analyze customer financial information, set credit limits, and manage credit terms. You will partner with Sales and Customer Service to support onboarding and ongoing credit management, review and...
- ...experience our Customer Promise by providing education and advice tailored to their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients and other customers in the branch. You will...Immediate startAfternoon shift
$139k - $170k
Charlotte, North Carolina, United States and 1 more Job Description The Actuary - Pricing is responsible for supporting the timely completion of the pricing process according to SCOR methods and key controls for all assigned deals. Key transactional processes include assumption...Price workTemporary workWork at officeLocal areaWorldwideRelocation package$93.1k - $160.56k
...optimize portfolio architecture, including SKU rationalization, cost improvement, and simplification. Support strategic decisions on investments, product enhancements, and portfolio expansion or divestment opportunities. Lifecycle Management Manage the portfolio...Temporary workWork at officeLocal areaRemote workWorldwideRelocationMonday to Thursday- ...to the company’s success. As a Business Banking Specialist within PNC's retail banking organization... ...lending, cash management, payments, and investing. Solves clients’ problems courteously... ...effectively managing all of the risks associated with their business objectives and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$155.53k - $259.15k
...The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring... ...from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application...Work at officeWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Banking Associate. Be the first to apply!
- infrastructure investment Charlotte, NC
- investment intern (private equity) Charlotte, NC
- investment operations Charlotte, NC
- investment sales Charlotte, NC
- investment writer Charlotte, NC
- investment firm Charlotte, NC
- community investment Charlotte, NC
- investment strategist Charlotte, NC
- property investment Charlotte, NC
- investment Charlotte, NC


