Intrepid – Investment Banking Managing Director – Financial Institutions Group

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 and experienced professional at the Managing Director and Group Head level to lead our Financial Institutions Group with an emphasis on covering insurance carriers.

Responsibilities

Managing Directors are an important part of Intrepid deal teams, working closely with junior bankers and clients.  Managing Directors are involved in all phases of origination and execution including:

• Building relationships with deal referral sources and business owners
• Identifying, qualifying, and generating new prospect leads
• Managing the client relationship and overseeing all client and counter-party communication
• Leading a specific practice or product area, as applicable, and developing thought leadership in target sectors
• Overseeing due diligence processes and materials
• Overseeing the creation of financial models and valuation analyses and ultimately all collateral material used in the transaction process
• Managing the creation of comprehensive pitchbooks, information memoranda, management presentations and marketing materials
• Overseeing all key steps in the sale execution process and leading all negotiations and strategy development
• Assisting other bankers in firm building activities (training, recruiting, mentoring, etc.)

Qualifications

• 10-plus years of experience in sell-side M&A advisory
• Minimum 5 years of industry specific M&A
• Fundamental understanding of the insurance carrier and broker industry with specific sector focus
• Track record of consistent revenue generation
• Outstanding academic credentials from a top tier school
• Team player willing to take an integral role in Intrepid’s growth
• Excellent written and oral communications skills
• Highly proficient financial analysis and modeling skills
• Significant level of maturity and the ability to work as part of a small team
• Self-starter willing to work in an entrepreneurial, demanding, and fast paced environment
• Ability to engage with prospects and intermediaries, develop relationships, and work seamlessly as a bridge for introducing other senior bankers into these relationships
• Excellent computer, presentation drafting and formatting and organizational skills
• Ability to work comfortably in an unstructured environment
• Proactive attitude accustomed to taking initiative and solving problems
• FINRA Series 7, 63 or 79 license

The typical base pay for this role is $250,000 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.

MUFG Benefits Summary

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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.