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.ResponsibilitiesBuilding relationships with deal referral sources and business ownersIdentifying, qualifying, and generating new prospect leadsManaging the client relationship and overseeing all client and counter-party communicationLeading a specific practice or product area, as applicable, and developing thought leadership in target sectorsOverseeing due diligence processes and materialsOverseeing the creation of financial models and valuation analyses and ultimately all collateral material used in the transaction processManaging the creation of comprehensive pitchbooks, information memoranda, management presentations and marketing materialsOverseeing all key steps in the sale execution process and leading all negotiations and strategy developmentAssisting other bankers in firm building activities (training, recruiting, mentoring, etc.)Qualifications10-plus years of experience in sell-side M&A advisoryMinimum 5 years of industry specific M&AFundamental understanding of the insurance carrier and broker industry with specific sector focusTrack record of consistent revenue generationOutstanding academic credentials from a top tier schoolTeam player willing to take an integral role in Intrepid's growthExcellent written and oral communications skillsHighly proficient financial analysis and modeling skillsSignificant level of maturity and the ability to work as part of a small teamSelf-starter willing to work in an entrepreneurial, demanding, and fast paced environmentAbility to engage with prospects and intermediaries, develop relationships, and work seamlessly as a bridge for introducing other senior bankers into these relationshipsExcellent computer, presentation drafting and formatting and organizational skillsAbility to work comfortably in an unstructured environmentProactive attitude accustomed to taking initiative and solving problemsFINRA Series 7, 63 or 79 licenseThe 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.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.

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