Investment Banking Vice President - Business & Financial Services
About the Firm
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. Our culture values the development and well-being of our team members and fosters strong camaraderie, resulting in some of the highest retention rates in the industry.
Intrepid is a specialty investment bank providing 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 expertise. 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.
About the Role
Intrepid Investment Bankers is expanding nationally and seeking to hire a talented and experienced Vice President for our Business & Financial Services practice. The practice will benefit from significant deal flow opportunities generated through the firm’s sponsor coverage, institutional referral relationships, and its parent company’s broad corporate and financial services network, with relationships spanning business services, financial services, legal services, insurance services, human capital management, education and training, real estate services, and other outsourced service sectors.
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 detail
- Excellent written and oral communication skills
- Highly proficient financial analysis and modeling skills
- Proactive, results-oriented, can-do attitude, and 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
Pay
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.
Benefits
Intrepid’s Total Rewards program provides colleagues with a competitive benefits package (in accordance with eligibility requirements and respective terms) 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
- Paid vacation, sick days, and holidays