Investment Banking Associate - Industrials & Business Services

Intrepid Investment Bankers LLC; North Carolina; On-site; USD 153,000 - 187,000; Full time

Benefits offered by this job

Comprehensive health and wellness benefits

Retirement plans

Educational assistance

Paid maternity and parental bonding leave

Job summary

A specialty investment bank is seeking an experienced Investment Banking Associate in Charlotte, NC. This role involves organizing due diligence, developing financial models, and preparing pitchbooks. Candidates should have at least two years of M&A advisory experience, strong analytical skills, and proficiency with tools like S&P Capital IQ. The firm offers a competitive salary and benefits package including health care and educational assistance in a collaborative, high-retention culture.

Qualifications

• Minimum of two years of sellside M&A advisory and investment banking experience.
• Demonstrated critical thinking and strong attention to details.
• Proactive team player willing to work in a fast-paced environment.

Responsibilities

• Organizing and analyzing due diligence processes.
• Developing valuation analyses and models.
• Preparing pitchbooks and marketing materials.

Skills

Sellside M&A advisory

Investment banking experience

Financial analysis

Valuation models

Critical thinking

Excellent communication

Proficiency with S&P Capital IQ

Education

Outstanding academic credentials from a top tier school

Tools

Pitchbook

Salesforce CRM

Job description

Investment Banking Associate - Industrials & Business Services page is loaded## Investment Banking Associate - Industrials & Business Serviceslocations: Charlotte, NCtime type: Full timeposted on: Posted 2 Days Agojob requisition id: 10075864-WDKnown 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 to hire a talented and experienced professional at the Associate level in the Industrials & Services group in Charlotte.**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, preferably including experience in Industrials or Services* 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 requiredThe 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.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.