Investment Banking Analyst - Business & Financial Services

Mitsubishi UFJ Financial Group•Charlotte, NC

1d•Hybrid

About The Position

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. This role is for experienced Analyst candidates, not entry-level or intern resumes. Intrepid offers a unique entrepreneurial culture that values teamwork and transparency, providing opportunities for motivated individuals to make meaningful contributions to client engagements and take on leadership initiatives. The firm emphasizes team member development and well-being, fostering strong camaraderie and high retention rates. Intrepid is a specialty investment bank providing M&A, capital raising, and strategic advisory services. 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). The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day.

Requirements

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

Responsibilities

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.)