Investment Banking Vice President - Business & Financial Services
$200,000–$200,000 year
On-siteCharlotte, North Carolina, United States
Job Summary
Organize, review, and analyze due diligence processes and materials while developing valuation analyses and models including projections, LBO, DCF, and public comparables. Prepare comprehensive pitchbooks, information memoranda, management presentations, and marketing materials. Compile prospective acquirer and investor lists and contact select acquirers and investors. Perform key steps in the transaction execution process and support senior bankers in establishing relationships with current and prospective clients. Interact with senior bankers to help build the firm through training, recruiting, and mentoring. This role is part of Intrepid's Business & Financial Services practice, the middle-market advisory arm of Mitsubishi UFJ Financial Group, based in Los Angeles with four days in-office and one remote day.
Required 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
- Must be able to work at an MUFG office or client sites four days per week and work remotely one day
Desired Qualifications
- Experience across the Business Services sector preferred
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.