Perform all key functions in managing engagements and client relationships. Provide direction and assignment of tasks to colleagues and communicate with clients throughout the transaction process. Design and develop workflows, analysis and presentations, often involving complex quantitative analysis and detailed financial models at various granularity levels to drive operational and transactional insights. Provide quality control of client deliverables and lead the presentation of deliverables. ... more details
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.
Major Responsibilities:
- Perform all key functions in managing engagements and client relationships
- Provide direction and assignment of tasks to colleagues and communicate with clients throughout the transaction process
- Design and develop workflows, analysis and presentations, often involving complex quantitative analysis and detailed financial models at various granularity levels to drive operational and transactional insights
- Provide quality control of client deliverables and lead the presentation of deliverables
- Perform detailed analysis and synthesize actionable insights from data sets and unstructured information sources
- Effectively communicate with team members on engagement status updates
- Actively participate in developing client relationships and other business development functions
- Draft marketing materials, such as blogs, industry reports, and other relevant industry trend articles
Additional Information:
- 5–7 years of Capital Advisory, Special Situations M&A and Restructuring advisory experience at a top-tier investment bank or recognized independent advisory firm
- Self-starter willing to work in an entrepreneurial, demanding and fast-paced environment
- Excellent written, presentation, leadership and interpersonal skills
- Strong technical skills in PowerPoint and Microsoft Excel
- Significant level of maturity and the ability to work collaboratively as part of a small team
- Proficiency with S&P Capital IQ, Pitchbook, Reorg, Debtwire, Salesforce CRM and online data room platforms
- FINRA Series 7, 63 or 79 license
The typical base for this role is $170,000 depending on job-related knowledge, skills, experience, and location. Depending on corporate title, role in the transaction, productivity, and type of incentive payout, participants can be eligible for compensation that includes a guaranteed salary against the variable incentive amount, that can range up to 25% per transaction, subject to final approval by the CEO of Intrepid. 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 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 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.
