Investment Banking Vice President - Business & Financial Services

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.

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 and investor lists and contacting select acquirers and 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 4+ years sell-side M&A advisory & investment banking experience with record of completed transactions from pitch to close

• Experience across the Business Services sector preferred

• 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, Deal Cloud CRM and online data room platforms

• Outstanding academic credentials from a top tier school

• SIE and Series 79 and 63 licenses are required 

The typical base pay for this role is $200,000 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