2027 Intrepid Investment Banking Summer Analyst - Charlotte
Mitsubishi UFJ Financial GroupKnown 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.Your Career at Intrepid
Summer Analysts are an important part of Intrepid deal teams, working closely with Managing Directors, Vice Presidents, Associates and Analysts. Our entrepreneurial culture provides Summer Analysts with the opportunity to make significant contributions to ongoing engagements, with great exposure to actual transaction processes and client interactions. The firm seeks to build its Summer Analysts into long-term principals at Intrepid. Our 10-week summer program provides students with hands-on experience and on-the-job learning within a high-paced banking environment. Summer Analysts work on projects and team assignments to build skills and technical expertise in the financial arena.
Responsibilities
Perform client specific and industry research.
Organize, review and analyze due diligence processes and materials.
Develop valuation analyses and models (projections, LBO, DCF, public comparables, historical M&A transactions, etc.)
Prepare comprehensive information packages, pitchbooks, information memoranda, management presentations and marketing materials.
Compile prospective acquirer lists; and
Assist senior bankers in firm building activities (training, recruiting, etc.).
Qualifications
Team player willing to take an integral role in Intrepid’s growth.
Excellent written and oral communication 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
Familiarity with accounting and corporate finance concepts and financial statement analysis.
Preferences
Must be graduating in December ’27 – June ‘28 from an accredited college or university
School Years - Junior
Majors - No Major preference set
GPA - 3.5 or higher
MUFG will not hire individuals for internships or entry-level positions whose work eligibility is based on their F-1 or other student visa status
Must be authorized to work in the United States on a permanent basis and would not require visa sponsorship now, or in the future
Location Type - Onsite
Location - 201 South Tryon Street Charlotte, NC 28202
The typical base pay range for this role is $33 per hour 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
https://careers.mufgamericas.com/sites/default/files/document/2023-01/mb-live-well-work-well.pdf
Application End Date: 1/26/26
Company Details
Industry - Investment Banking
Headquarters Location
11755 Wilshire Blvd, Los Angeles, CA 90025, USA
Size
100 – 150 employees
Type
Public
Website
Social Media
https://www.linkedin.com/company/intrepid-investment-bankers-llc
About Intrepid Investment Bankers
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. Investment banking services offered by Intrepid Investment Bankers LLC. Member FINRA/SIPC.
Equal Opportunity Employer M/F/D/V
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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 will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.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.