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Business Development Research Analyst - Intrepid Investment Bankers

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  • Requisition # 10038062-WD
  • Job Type Day
  • Location Los Angeles, CALIFORNIA
  • Brand
  • Date Posted 09/15/2020

Your potential. Your opportunity.

On January 1, 2019, MUFG Union Bank, N.A., acquired Intrepid Investment Bankers LLC. Intrepid provides M&A, capital raising and strategic advisory services to entrepreneurs and middle-market companies in various industry sectors. Based in Los Angeles, Intrepid breeds a culture that embraces teamwork, tenacity and creativity to win big for our clients. 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. Intrepid’s M&A and Capital Markets advisory services complements the product and coverage capabilities of Union Bank to deliver a unique value proposition to business owners.

Union Bank is a regional bank with more than 350 branches across California, Washington, and Oregon, that serves the needs of our clients in the areas of Consumer Banking, Wealth Markets, Commercial Banking, and Real Estate Industries. Union Bank, part of MUFG Union Bank, N.A., is a proud member of the Mitsubishi UFJ Financial Group (NYSE: MUFG), the world's the 5th largest financial group (as ranked by S&P Global, April 2018) with total assets of approximately $2.8 trillion (USD) as of December 31, 2018 (exchange rate of 1 USD = 111.0 JPY) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every client, organization, and community we serve.

Job Summary:       

Union Bank is seeking to hire Research Analysts to augment its business development efforts and buy-side practice. This role is best suited for entry-level applicants looking to break into the financial services industry, particularly those with an interest in the M&A advisory space.

The Research Analyst will support Investment bankers by qualifying potential targets through qualitative research utilizing publicly available information as well as proprietary information services leveraged by Intrepid. Specifically, the primary function of the Research Analyst is to understand the criteria (products, markets, sales channel, etc.) that desirable companies for a given strategy will have and identifying companies that best match the criteria provided. Successful Research Analysts will be detail-oriented, excellent at multi-tasking, and have a desire to learn about multiple industries as well as the strategies deployed by private equity groups and strategic acquirers to execute on value-creation strategies. Research Analysts will be exposed to both buy-side and sell-side business development strategies at a middle-market focused investment bank.

Major Responsibilities:

  • Assisting in the design and preparation of marketing, client and deal specific materials, and reports for each project.
  • Previous finance experience is not necessary as all research is qualitative in nature.

  • Strong academic credentials
  • Team player willing to take an integral role in the group’s growth
  • Excellent written and oral communication skills
  • Strong work ethic, attention to detail, and pride in workmanship
  • 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

The above statements are intended to describe the general nature and level of the 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.

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