Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Banking Associate

$170k

MUFG

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 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 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.

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.

MUFG
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Banking Associate in Charlotte, NC vacancy
  • $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... 
    Suggested
    Work at office
    Remote work

    MUFG Bank, Ltd.

    Charlotte, NC
    1 day ago
  • $170k

     ...Investment Banking Associate - Industrials & Business Services page is loaded## Investment Banking Associate - Industrials & Business Serviceslocations: Charlotte, NCtime type: Full timeposted on: Posted Todayjob requisition id: 10075864-WDKnown for its unique entrepreneurial... 
    Suggested
    Work at office
    Local area
    Remote work

    MUFG Bank, Ltd

    Charlotte, NC
    1 day ago
  • $170k

     ...highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory...  ...nationally and seeking experienced Investment Banking Associates across our offices for both M&A and Restructuring advisory.... 
    Suggested
    Full time
    Internship
    Work at office
    Local area
    Remote work

    MUFG

    Charlotte, NC
    1 day ago
  • $170k

     ...highest retention rates in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory...  ...seeking to hire a talented and experienced professional at the Associate level in the Supply Chain & Logistics Group. We are focused on... 
    Suggested
    Full time
    Part time
    Work at office
    Local area
    Remote work

    MUFG

    Charlotte, NC
    4 hours ago
  • $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... 
    Suggested
    Work at office
    Remote work

    MUFG

    Charlotte, NC
    4 days ago
  • $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...

    CPI Security

    Charlotte, NC
    4 days ago
  •  ...-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly...  ...and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current... 
    Temporary work
    Work experience placement
    Local area

    Aumni

    Charlotte, NC
    5 days ago
  • $95k - $105k

     ...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 and our peerless intelligence across sectors, strategies, and geographies... 

    StepStone Group

    Charlotte, NC
    4 days ago
  • Credit Analyst Position Summary The Credit Analyst will perform independent analysis of commercial customer accounts, manage customer credit holds, and ensure compliance with company credit policies. This position requires strong analytical skills, sound business judgment...
    Work at office
    Local area

    Vaco by Highspring

    Charlotte, NC
    3 days ago
  •  ...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 office
    Remote work
    Worldwide
    Flexible hours
    3 days per week

    Wayflyer Limited

    Charlotte, NC
    5 days ago
  • $91.44k - $111.76k

     ...At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Charlotte, NC
    3 days ago
  •  ...-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly...  ...and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current... 
    Temporary work
    Work experience placement
    Local area

    CFA Institute

    Charlotte, NC
    3 days ago
  •  ...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... 
    Full time
    Work at office

    Barnhardt Manufacturing CO

    Charlotte, NC
    2 days ago
  •  ...end collections role . Candidates must complete an Advanced Excel assessment and include the score on the resume. Seniority level Associate Employment type Contract Job function Finance and Accounting/Auditing Industries Accounting and Financial Services Benefits Medical... 
    Full time
    Contract work
    Work at office
    Remote work

    Talent Groups

    Charlotte, NC
    2 days ago
  •  ...Job Summary The Business Banking Officer proactively develops and maintains business relationships through calling efforts and relationship...  ...here are representative of those that must be met by an associate to successfully perform the essential functions of this job.... 
    Work at office
    Local area
    2 days per week

    HomeTrust Bank

    Charlotte, NC
    5 days ago
  •  ...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 time
    For contractors
    Immediate start

    Quinn Residences

    Charlotte, NC
    4 days ago
  •  ...corporate portfolio. Utilizing loan structuring, risk identification, and risk mitigation skills. Understanding and application of the Bank’s risk grading methodology and credit appetite. Managing relationships with the ability to understand both C&I and income‑producing... 
    Work experience placement
    Local area

    First Horizon Bank

    Charlotte, NC
    5 days ago
  • $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 area
    Worldwide
    Relocation

    Sealed Air Corporation

    Charlotte, NC
    3 days ago
  • $98.18k - $115.5k

     ...At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Charlotte, NC
    10 days ago
  •  ...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... 
    Work at office

    fnbcorp

    Charlotte, NC
    2 days ago
  •  ...~ 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... 
    Local area

    EisnerAmper

    Charlotte, NC
    3 days ago
  •  ...assisting customers, inputting applications, and reviewing financial and credit data. 5% Prepares marketing plans and cross sells other bank products and services. 5% Provides service and oversees all actions during the loan origination process for managing the... 
    Local area

    The Fidelity Bank

    Charlotte, NC
    13 hours ago
  • $50k

     ...on a simple yet transformative idea: a lending company created by investors, for investors. In the dynamic world of real estate investment, we saw a gap – a need for a lender who not only provides funds but understands the journey, challenges, and aspirations of fellow... 
    Monday to Friday

    Ternus Lending, LLC

    Charlotte, NC
    1 day ago
  • $50k

     ...from Ternus Join Our Team: Mortgage Loan Officer at Ternus Lending, LLC Are you ready to level up your career in the real estate investment lending space? Ternus Lending, LLC is on the hunt for motivated and dynamic Mortgage Loan Officers to drive success in 1-4 family... 
    Full time
    Remote work
    Monday to Friday

    Ternus

    Charlotte, NC
    3 days ago
  • $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 time
    Temporary work
    Work at office
    Local area
    Afternoon shift

    FirstService Residential

    Charlotte, NC
    3 days ago
  • Primary Residential Mortgage, Inc. is seeking an experienced and motivated Loan Officer to join our growing retail team. This role is ideal for a self-driven mortgage professional who excels at building relationships, originating business, and delivering an exceptional...
    Local area

    Primary Residential Mortgage

    Charlotte, NC
    1 day ago
  • If you’re a bright, energetic individual who is customer-focused and dedicated to the success of your team, we’d love to talk to you! As a Loan Officer for NVR Mortgage, you will work directly with our homebuying customers from Ryan Homes, NVHomes and Heartland Homes ....
    Work at office

    International Executive Service Corps

    Charlotte, NC
    4 days ago
  •  ...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... 

    NewRez LLC

    Charlotte, NC
    1 day ago
  • $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 time
    Part time
    Remote work

    Symmetry

    Charlotte, NC
    1 day ago
  •  ...origination of mortgage, real estate related and other HomeTrust Bank loan products. The incumbent counsels borrowers to ensure they...  ...here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust... 
    Work at office
    Local area

    Default Brand

    Charlotte, NC
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Banking Associate. Be the first to apply!