Managing Director – Business & Financial Services

Job Description

Investment Banking Managing Director – Business & Financial Services | MUFG

The Tone:
This is a full-time, hybrid role at Intrepid, the middle-market advisory arm of MUFG, one of the largest financial groups in the world. Intrepid provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations. This role is crucial for an experienced Managing Director to drive national expansion of the Business & Financial Services practice, making significant contributions to client engagements and taking on important leadership initiatives within a culture that values teamwork, transparency, and professional development. Intrepid fosters strong camaraderie and high job satisfaction.

The TL;DR
• Role: Executive
• Type: Full-time
• Location: Hybrid
• Pay: $275000 yearly
• Team: Part of Intrepid deal teams, collaborating closely with junior bankers and clients.
• Mission: To lead the national expansion and growth of Intrepid’s Business & Financial Services practice by originating and executing M&A transactions, leveraging extensive deal flow opportunities.

What You’ll Actually Do
• Origination: Build relationships with deal referral sources and business owners to identify, qualify, and generate new prospect leads.
• Client Management: Manage client relationships and oversee all communication with clients and counter-parties throughout transactions.
• Practice Leadership: Lead a specific practice or product area, as applicable, and develop thought leadership within target sectors.
• Transaction Oversight: Oversee all aspects of the transaction lifecycle from origination to successful execution.
• Firm Building: Assist other bankers in firm building activities such as training, recruiting, and mentoring.

The Must-Haves
• Background: Executive-level professional with a deep understanding of professional and financial services sectors, holding outstanding academic credentials from a top-tier school.
• Experience: 10-plus years in sell-side M&A advisory, with a minimum of 5 years of industry-specific M&A and an extensive record of originating and executing M&A transactions in business and financial services sectors.
• Skills: Excellent written and oral communications skills, ability to engage with prospects and intermediaries to develop relationships and seamlessly introduce senior bankers, and a self-starter willing to work in an entrepreneurial, demanding environment.
• Bonus: FINRA Series 7, 63 or 79 license; Series 24 preferred.