Investment Banking Senior Analyst - Software & Services M&A

MUFG; New York (NY); Hybrid; USD 100,000 - 105,000; Full time

Job summary

A leading investment bank is seeking an Investment Banking Senior Analyst to join its Software & Services team. This role involves working closely with senior banking professionals, engaging in valuation analyses, preparing presentations, and assisting in client interactions, offering a dynamic environment with growth opportunities within the firm.

Benefits

Comprehensive health and wellness benefits

Retirement plans

Educational assistance program

Paid parental bonding leave

Paid vacation and sick days

Qualifications

• Minimum 1 year of sell-side M&A advisory experience.
• Exposure to M&A deals in Technology/Software industry desired.
• Proficiency with financial models and valuation techniques.

Responsibilities

• Perform client-specific and industry research.
• Develop valuation analyses and models.
• Prepare comprehensive marketing materials.

Skills

Financial analysis

Valuation analysis

Collaboration

Critical thinking

Attention to details

Communication

Education

Outstanding academic credentials from a top tier school

Tools

S&P Capital IQ

Pitchbook

Salesforce CRM

Job description

Investment Banking Senior Analyst - Software & Services M&A

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Investment Banking Senior Analyst - Software & Services M&A

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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.

Intrepid Investment Bankers is expanding nationally and seeking to hire a talented M&A Sell-side Senior Analyst to join our Software & Services Team.

Responsibilities:

Senior Analysts are a crucial part of Intrepid deal teams, working closely with Managing Directors, Directors, Vice Presidents, Associates and clients. Senior Analysts are involved in all phases of execution including:

• 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 pitchbooks, information memoranda, management presentations and marketing materials
• Compiling prospective acquirer lists and contacting acquirers
• Performing key steps in the sale 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.)
  
  

Skills & Experience:

The ideal candidate would possess the following:

• Minimum 1 year of sell-side M&A advisory and investment banking experience is a must
• Ideally exposure to M&A deals in the Technology/Software industry
• Outstanding academic credentials from a top tier school
• Demonstrated critical thinking, process oriented, and strong attention to details
• Collaborative team player willing to take an integral role in Intrepid’s growth
• Excellent written and oral communication skills
• High proficient financial analysis and modelling skills
• Self-starter willing to work in an entrepreneurial, demanding and fast-paced environment
• Familiarity with accounting and corporate finance concepts and financial statement analysis
• 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
• FINRA Series 7, 63 or 79 licenses will be required
  
  

Compensation & Benefits:

The typical base pay range for this role is between $100K-$105k 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 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

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Financial Services and Banking

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