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MUFG Union Bank Associate Coverage Banker - Intrepid Investment Bankers in Los Angeles, California

Associate Coverage Banker - Intrepid Investment Bankers - 10043876-WD


Intrepid provides M&A ( , capital raising ( and strategic advisory ( services to entrepreneurs ( and middle-market companies in various industry sectors ( . Our heritage breeds a culture that embraces teamwork, tenacity and creativity to help our clients ( win big . We believe that every company has an entrepreneurial passion that drives it and a story that defines it. Our team ( delivers results through skillful positioning and relentless execution. Based in Los Angeles, Intrepid augments its international capabilities through its active participation in Oaklins ( , an exclusive global alliance of M&A advisory firms.

Job Summary:

We are looking to add a highly talented individual to our business development team to assist our senior bankers who lead our coverage efforts for various referral channels.

Management or Supervision: No

Major Responsibilities:

  • Tracking and reporting investment banking prospects and opportunities in the firm’s CRM

  • Scheduling follow up calls and meetings with prospects, private equity sponsors, bank relationship managers and the firm’s bankers

  • Attending meetings and calls and preparing pipeline and other reports for regular coverage meetings and prospect calls

  • Reconciling and preparing monthly referral reports and charts

  • Drafting and producing various presentations

  • Supporting the lead Managing Directors with idea generation and value-added communication with prospects and referral sources

  • Working closely with the Managing Directors to execute various marketing initiatives such as producing and organizing webinars, newsletters, social media opportunities and various networking events

  • This individual will have the opportunity to advance by assuming greater responsibilities in this role


Additional Information:

  • Four-year college degree

  • Two-year minimum work experience in business development capacity (preferably in financial services industry) with track record of supporting senior level financial executives and interfacing with business owners

  • Process-oriented, attention to details, disciplined, and experienced in using CRMs to report on lead development and prospecting activity, Salesforce CRM experience preferred

  • An understanding of M&A, private equity, and investment banking

  • Strong interpersonal, verbal, and written communication skills

  • Professional, positive communication style with mature demeanor and judgment

  • Highly proactive, results oriented, competitive, can-do attitude

  • Good listener, great team player

  • Ability to engage with prospects and intermediaries, develop relationships, and work seamlessly as a bridge for introducing 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

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 / Affirmative Action 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 in employment decisions on the basis of any protected category.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Job : Sales & Trading

Primary Location : CALIFORNIA-Los Angeles

Job Posting : May 17, 2021, 12:51:09 PM

Shift: : Day

Schedule: : Full Time

Req ID: 10043876-WD