Investment Banking Associate – Supply Chain & Logistics

Mitsubishi UFJ Financial Group•Charlotte, NC

36d•Hybrid

About The Position

Intrepid Investment Bankers is expanding nationally and seeking to hire a talented and experienced professional at the Associate level in the Supply Chain & Logistics Group. 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. Intrepid’s Supply Chain & Logistics team specializes in delivering expert M&A advisory and capital-raising services to companies operating across a broad range of industry sectors, including freight management and brokerage, asset-based transportation, bulk logistics, warehousing and fulfillment and a diverse array of other specialized logistics services. Our team combines deep industry expertise, an extensive track record of proven transaction experience, and strong C-suite and financial sponsor relationships to provide superior access and real-time market insights.

Requirements

Minimum of 2+ years sellside M&A advisory and investment banking experience with record of completed transactions from pitch to close
Demonstrated knowledge of completed transactions from pitch to close in various supply chain & logistics sectors
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, DealCloud CRM, and online data room platforms
SIE and Series 79 and 63 licenses are required

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.)