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 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. 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. At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them! Our Culture Principles Client Centric People Focused Listen Up. Speak Up. Innovate & Simplify Own & Execute
$175k - $200k
A leading investment bank is seeking an experienced Investment Banking Associate in Charlotte, NC. The role involves preparing valuations, writing memorandums for sales, and executing transactions in M&A, debt, and equity markets. Candidates should have 1-2 years of relevant...Suggested$135k - $225k
Piper Sandler & Co is seeking an experienced Investment Banking Associate to join the Consumer team in Charlotte, NC or San Francisco, CA. This role offers exposure to various consumer verticals in M&A, debt, and equity transactions. The ideal candidate will have over...Suggested- ## Consumer Investment Banking Associate - CharlotteApplylocations: Charlotte, North Carolina - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011609**Job Description Summary**Play an integral role in the department's activities with a high...SuggestedTemporary workWork experience placement
- ...returns, to allow for optimal strategic and investment decision-making. Support to prioritize... ...(FINRA) Series 79 - Investment Banking Registered Representative Examination -... ...the basis of merit and business needs. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.SuggestedTemporary workWork experience placement
$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$175k - $200k
...success and add value to our teams and communities.We are currently looking for an experienced Investment Banking Associateto join our inCharlotte, NC**.**Our experienced associate position offers a unique opportunity for ambitious professionals seeking to play a...Work experience placement- ## Investment Banking Principal: M&A ConsumerApplylocations: Charlotte, NCtime type: Full timeposted on: Posted 8 Days Agotime left to apply... ...Directors in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately...Shift work
$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...$170k
...Intrepid Investment Bankers Associate Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly... ...rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory...Work at officeLocal areaRemote work- ...budget impacts, and returns, to allow for optimal strategic and investment decision‑making. Support to prioritize and close key deals of... ...and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.Work experience placement
$60k - $90k
Residential Security Sales Representative Charlotte, North Carolina, United States CPI Security, a leader in the security and automation solutions industry, is looking for a positive minded and motivated Residential Security Advisor to join our growing team in Charlotte...$155.53k - $259.15k
Job Overview The VPII of Technology Portfolio Management is responsible for providing portfolio management support to agile and project teams. This role supports the following EPMO service offerings: Program Epics Management, People Management & Coaching, Quality Management...Work at office- ...perfect for you. As a Relationship Executive in Mid-Corporate Banking, your primary responsibility will be new client acquisition... ...Responsibilities Act as a primary interface with our Mid-Cap Investment Banking Team Acquire new clients and maintaining and...Local areaFlexible hours
- ...role, you will drive growth by actively promoting and selling the bank’s products and services. This role emphasizes deepening client... ...Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client...Temporary workWork at officeMonday to Friday
$90k - $200k
...procedure, providing loan structure analysis and recommendations, and monitoring portfolio performance. Background Embedded across the bank's eight lines of business, the Global Infrastructure Credit team supports the bank's commitment to sustainable, renewable, and green...Shift workDay shift$90k - $200k
NACBA is looking for a credit analyst to perform risk assessments and repayment capacity analysis for complex transactions. The role requires evaluating creditworthiness, analyzing loan structures, and ensuring compliance with credit policies. Candidates should have at ...- ...ideal candidate for this role is someone who has at least three years of experience as a real estate Credit Analyst at a community bank or private lender. Responsibilities Assists VP of Lending in performing pre-qualification assessment and analysis of Borrower...Work at office
- ...oversight of U.S. and international funds. The role is based in Charlotte, NC, and is full-time. Responsibilities include managing investment portfolios, preparing financial documents, and utilizing advanced spreadsheet software. Track and oversee daily investment...Full time
- ...potential and send funds in as little as 24 hours. To date, we've deployed over $6bn to thousands of businesses worldwide, backed by Tier 1 banks like J.P. Morgan. You'll be collaborating with ambitious colleagues from around the world. We have offices in Dublin, London, New...Work at officeWorldwide3 days per week
- ## Consumer Investment Banking VP/Director - CharlotteApplylocations: Charlotte, North Carolina - United Statestime type: Full timeposted on... ...offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver...Work experience placementLocal area
- Job Description At Bank of America, we are guided by a common purpose to help make financial... ...RECB team partners with our Real Estate Investment Bank team and focuses on delivering the... ...also have responsibilities for managing associates. At Bank of America, all managers at...Temporary workBank staffWork at officeShift workDay shift
- Regions Financial Corporation is seeking a BlackArch Investment Banker to develop client relationships and oversee the transaction process... ...will have a Bachelor's degree, seven years of Investment Banking experience, and be capable of mentoring junior bankers. The position...
$274.3k
At Regions, the BlackArch Investment Banker develops BlackArch's client relationships in the... ...(7) years of experience in Investment Banking, with strong merger and acquisition knowledge... ...directly impact pay for individual associates include: experience, skills, knowledge,...- ...financial statements for real estate funds and their underlying investment vehicles (e.g., SPVs, blocker corporations) in accordance with... ...GAAP or IFRS . Perform daily and monthly reconciliations of fund bank accounts, investment activity, and general ledger balances....Work at office
- ...play a key role in supporting the accounting, valuation, reporting, and operational oversight of both domestic and international investment funds. This position partners closely with internal finance, portfolio monitoring, and reporting teams to ensure accurate financial...Work at officeLocal area
- Transactions Energy Markets Sr Analyst Location: Overland Park, KS, US Ann Arbor, MI, US Atlanta, GA, US Cary, NC, US South Jordan, UT, US Tampa, FL, US Austin, TX, US Orlando, FL, US Jacksonville, FL, US Houston, TX, US Phoenix, AZ, US Charlotte, NC, US Tualatin, OR...Work experience placementFlexible hours
- ...Business Specialist within PNC's retail banking organization, you will be based in Charlotte... ...lending, cash management, payments, and investing. Solves clients' problems courteously... ...effectively managing all of the risks associated with their business objectives and activities...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- Mortgage Financing Advisor - (Pulte Mortgage) page is loaded## Mortgage Financing Advisor - (Pulte Mortgage)locations: Charlotte, NCtime type: Full timeposted on: Posted Todayjob requisition id: JR8904**This position is 100% in person Monday - Friday.****Job Summary**The...Contract workWork at officeMonday to FridayFlexible hoursAfternoon shift
- ...provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility for Wells Fargo Home...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Banking Associate. Be the first to apply!
- investment banker Charlotte, NC
- investment banking associate Charlotte, NC
- community investment Charlotte, NC
- infrastructure investment Charlotte, NC
- investment intern (private equity) Charlotte, NC
- investment Charlotte, NC
- investment strategist Charlotte, NC
- investment accountant Charlotte, NC
- investment sales Charlotte, NC
- investment firm Charlotte, NC


