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Investment Banking Managing Director - Business & Financial Services
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-07-17
Listing for:
Mufgamericas
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Corporate Finance, BD Manager, Wealth Management
Job Description & How to Apply Below
Charlotte, NCtime type:
Full time posted on:
Posted Todayjob requisition :
-WDKnown 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 Managing Director for our Business & Financial Services practice. The practice will benefit from significant deal flow opportunities generated through the firm’s sponsor coverage, institutional referral relationships, and its parent company’s broad corporate and financial services network, with relationships spanning business services, financial services, legal services, insurance services, human capital management, education and training, real estate services, and other outsourced service sectors.
** Responsibilities
* * Managing Directors are an important part of Intrepid deal teams, working closely with junior bankers and clients and also 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 all aspects of the transaction
* 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
* Deep understanding of professional and financial services sectors
* Extensive record and experience of originating and executing M&A transactions in business and financial services sectors
* 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
* 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
* FINRA Series 7, 63 or 79 license, Series 24 preferred
The typical base pay for this role is $275,000 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…
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