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

Investment Banking Analyst - Business & Financial Services

$100k

MUFG

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 Analyst for our Business & Financial Services practice. The practice will benefit from significant deal flow opportunities generated through the firm’s sponsor coverage, institutional referral relationships, and its parent company’s broad corporate and financial services network, with relationships spanning business services, financial services, legal services, insurance services, human capital management, education and training, real estate services, and other outsourced service sectors. Please note this role is not accepting entry level or intern resumes. This role is for experienced Analyst candidates. ResponsibilitiesAnalysts 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.)QualificationsThe 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 analysisThe 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. For more information on our Total Rewards package, please click the link below.MUFG Benefits SummaryThe 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.SummaryLocation: Charlotte, NCType: Full time

Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Investment Banking Analyst - Business & Financial Services in Charlotte, NC vacancy
  • $110k

     ...currently seeking a Class of 2027 Investment Banking Analyst for our Healthcare IT & Services teams in our New York (NY),...  ...partners with corporate clients and financial sponsors to provide advisory...  ...a real impact on our clients’ businesses through involvement in all facets... 
    Suggested
    Full time
    Work visa

    Piper Sandler Companies

    Charlotte, NC
    3 days ago
  • $110k

     ...analyses to support new business development, transaction...  ...execution and the delivery of investment banking products and services to clients and prospects. Perform research and financial modeling, apply core...  ...interns and less experienced Analysts. Responsibilities Include... 
    Suggested
    Temporary work
    Work experience placement
    Internship
    Summer internship
    Currently hiring
    Work visa

    William Blair

    Charlotte, NC
    3 days ago
  • $61.2k - $125.5k

     ...Make banking a Fifth Third better® We connect...  ...Build and refine financial models to assess...  ...accounting, business, and legal due diligence...  ...mentorship to Analyst I team members,...  ...relevant experience in investment banking,...  ...markets, or financial services. Demonstrated... 
    Suggested
    Internship

    Fifth Third

    Charlotte, NC
    4 days ago
  •  ...technology platform empowers homeowners, businesses, and entrepreneurs to adopt...  ...of B2B and D2C, we offer software, financial products, and services that drive real environmental impact...  ...Capital Markets.The Portfolio Management Analyst on the Capital Markets team will own... 
    Suggested
    Local area
    Shift work

    Palmetto Corp

    Charlotte, NC
    2 days ago
  •  ...beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we...  ...of one of SouthState's most prolific business units and be a critical member of the...  ...Director of Government & Not-for-Profit Banking, this position is responsible for supporting... 
    Suggested
    Work experience placement
    Bank staff
    Work at office
    Local area
    Shift work

    SouthState Bank, N.A.

    Charlotte, NC
    2 days ago
  • $110k - $125k

     ...Baird Investment Banking Analyst OpportunityHigh-profile deals, major growth,...  ...Healthcare, Industrial, and Tech & Services groups.What You'll...  ...public offerings, and other financial advisory servicesWork with...  ...materialsContribute to business development efforts through... 
    Full time
    Work experience placement
    Currently hiring
    Work visa
    Night shift

    Baird Capital

    Charlotte, NC
    4 days ago
  • 2027 Investment Banking Summer Analyst (Charlotte, NC) 2027 Investment Banking Summer Analyst...  ...Program Company Overview Citizens Financial Group, Inc. is one of the...  ...commercial banking products and services to individuals, small businesses, middle‑market companies, large... 
    Permanent employment
    Full time
    Summer work
    Internship

    Southern Arkansas University

    Charlotte, NC
    4 days ago
  •  ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of...  ...flexibility for our teammates and businesses based on role-specific...  ...responsible for providing phone-based services to relationship jobs where... 
    Traineeship
    Work at office
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    4 hours ago
  •  ...& Advisory Program Analyst Company Overview Citizens Financial Group, Inc. is one of...  ...of retail, private banking, wealth management,...  ...banking products and services to individuals, small businesses, middle-market companies...  ...’ full-service investment banking platform, offering... 
    Permanent employment
    Full time
    Work experience placement
    Internship
    Local area
    Work visa
    Flexible hours

    Citizens

    Charlotte, NC
    1 day ago
  •  ...Fargo, we're more than a financial services leader - we’re a global trailblazer...  .... You’ll be rewarded for investing in your community,...  ...is seeking a Senior Business Aligned Finance Analyst to provide critical financial...  ...support for Business Banking Sales. Learn more about the... 
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Charlotte, NC
    1 day ago
  •  ...internal and external stakeholders across the investment ecosystem, the role helps ensure...  ...adoption and effective application of Vanguard services.Maintains an in-depth understanding of...  ...years experience in the Financial Services industry or client services preferred... 
    Full time

    Vanguard

    Charlotte, NC
    4 days ago
  • $86.5k - $164.35k

     ...teammates, and improving service, processes, and...  ...time to time. 1. Create financial plans for Truist APG clients...  ...regarding complex business entity planning concepts...  ...Advice and Planning Analyst III may have the opportunity...  ...including income tax, investments, debt management,... 
    Full time
    Part time
    Work experience placement
    Work at office
    Shift work
    Day shift

    Truist

    Charlotte, NC
    4 days ago
  • $128k - $252.5k

     ...processes that are critical to businesses. Your contributions can help clients improve financial performance, accelerate...  ...sell products, deliver services, generate growth, and...  ...over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate... 

    Deloitte

    Charlotte, NC
    4 days ago
  • $80.6k - $117.33k

    OverviewThe Infosys Financial Services unit is a global leader in driving digital transformation...  ...our clients accelerate growth and unlock business value. Our AI-driven solutions empower...  ...contribute to transformative projects across banking, wealth management, and insurance... 
    Full time
    Temporary work
    Relocation

    Infosys Technologies

    Charlotte, NC
    2 days ago
  •  ...week) Desired Start Date: ASAP Calculated Hire is in search of a Securities Operations Representative II for our Fortune 100 Financial Services company. You will be responsible for the following components: Job Description: Perform various operational tasks on complex... 
    Weekly pay
    Contract work
    Work experience placement
    Immediate start

    Calculated Hire

    Charlotte, NC
    2 days ago
  •  .../ yearJoin a Growing Investment Firm Supporting Complex...  ...exposure to fund operations, financial reporting, loan...  ...teams as well as external service providers.Track...  ...Economics, or a related business discipline.2-3 years of...  ...funds, private equity, banking, specialty finance, or... 
    Work at office

    TalentsBridge

    Charlotte, NC
    13 hours ago
  •  ...Management and Operations Consulting Services Firm focusing on providing...  ...Management | Compliance | Business Processes | IT Effectiveness...  ..., Pharmaceuticals, Banking & Financial Services, Transportation, and...  ...DescriptionProSidian Seeks a Financial Analyst - Standard | Comprehensive... 
    Full time
    Contract work
    H1b
    Work at office

    Prosidian Consultng

    Charlotte, NC
    3 days ago
  •  ...Client:They are into Finance and Banking domain!! They render financial services and they have made a huge mark in...  ...Best SalaryJob Description:As an analyst you will be reviewing and evaluating...  ...: FinanceExperience level: Mid-Senior LevelIndustry: Investment Management

    Roljobs Technology Services

    Charlotte, NC
    1 day ago
  • $65k - $75k

     ...wealth management Our client is a growing wealth management practice dedicated to delivering comprehensive financial planning and investment management services to individuals and families. The team is known for its collaborative culture, commitment to client service,... 

    CMC Recruiting

    Charlotte, NC
    2 days ago
  • $58k - $66.56k

     ...Location - Onsite - Charlotte, NC Hours: Business Description: Works with Front Office, Legal...  ...Associate Employment type Full-time Job function Analyst, Accounting/Auditing, and Finance Industries Financial Services, Banking, and Investment Banking #J-18808-Ljbffr Dexian
    Full time

    Dexian

    Charlotte, NC
    3 days ago
  • $73.2k - $95k

     ...organization or within a specific business unit.Following is a summary...  ...for Truist Protection Services (TPS) functions, including Data...  ...differentiate Truist and other banks in the market. 6. Ability to...  ...executive audiences.5. Banking, financial services, cybersecurity,... 
    Full time
    Part time
    Work at office

    SunTrust Investment Services, Inc.

    Charlotte, NC
    3 days ago
  • $130k - $160k

     ...search for an experienced Investment Performance Analyst for our client, an innovative...  ...portfolio management and financial technology solutions! This...  ...while translating complex business requirements into scalable...  ...opportunity employer and service provider and does not... 
    Full time

    The Bronx

    Charlotte, NC
    3 days ago
  •  ...Management and Operations Consulting Services Firm focusing on providing...  ...Management | Compliance | Business Process | IT Effectiveness |...  ..., And Environment | Financial Services | Food And Agriculture...  ...Seeks a Rail Rate Negotiations Analyst | Transportation and Logistics... 
    Full time
    Contract work
    Work experience placement
    H1b
    Work at office
    Remote work

    Prosidian Consultng

    Charlotte, NC
    3 days ago
  • $158k - $237k

     ...CompanyWe’re a diversified financial services leader with more than $1.5...  ...million individual, small business and institutional clients....  ...Financial, Columbia Threadneedle Investments and RiverSource Insurance...  ...Energy & Materials Equity Analyst, you will conduct fundamental... 
    Full time
    H1b
    Work at office
    Work from home
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    Charlotte, NC
    3 days ago
  • $74k - $134k

     ...description:This role delivers financial analysis and reporting to...  ...decision-making across lines of business. Evaluates performance...  ...insights, and contributes to investment cases and value creation initiatives...  ...of MBA3. Specific financial services or specialized industry... 
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist

    Charlotte, NC
    13 hours ago
  •  ...entirely new kind of bank. All digital,...  ...everyone. As a Finance Analyst, you won't just...  ...performance, and shape the financial future of a...  ...projections.Drive Business Strategy: Partner...  ..., prioritize investments, and provide financial...  ...corporate financial services.Core Finance... 

    Varo Money

    Charlotte, NC
    13 hours ago
  • $127.31k - $243.34k

     ...our members to achieve financial security through highly...  ...products, exceptional service and trusted advice. We...  ...applicable policy and business needs.The OpportunityAs a Financial Analyst Lead, you will oversee...  ...Insurance industry or Investment Industry.Experience using... 
    Full time
    Temporary work
    H1b
    Work at office
    Remote work
    Relocation package
    Flexible hours

    USAA - United Services Automobile Association

    Charlotte, NC
    1 day ago
  •  ...Senior Level Financial Analyst | Financial Analyst [COC0041040]ProSidian...  ...and Operations Consulting Services Firm focusing on providing...  ...Management | Compliance | Business Process | IT Effectiveness...  ...data and trends.Advise on investment strategies and risk management... 
    Full time
    Contract work
    Temporary work
    Work at office
    Flexible hours

    ProSidian Consulting

    Charlotte, NC
    4 days ago
  • $130.9k - $154k

     ...economic freedom into a sustainable financial reality. We ensure the...  ...rolling forecasts to the in-depth business reviews that ensure we drive...  ...As a Senior Financial Analyst on the FP&A team, you'll serve...  ...tech, fintech, or financial services environment with comfort operating... 
    Local area

    Coinbase

    Charlotte, NC
    3 days ago
  •  ...Senior Financial Analyst SPAR is a global leader in consumer solutions...  ...into insights that shape real business decisions? We're looking for...  ...of both financial and service concepts, with the ability to...  ...plans. Assist with weekly bank reporting requirements. Partner... 
    Work experience placement
    Local area

    SPAR Group

    Charlotte, NC
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Banking Analyst - Business & Financial Services. Be the first to apply!