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Investment Banking Associate - Healthcare M&A

Known 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 talented and experienced professionals at the Associate level in our Healthcare Group in Los Angeles, CA.

Responsibilities:

  • Organizing, reviewing, and analyzing due diligence processes and materials

  • Developing valuation analyses and models (projections, LBO, DCF, public comparable, historical M&A transactions, etc.)

  • Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials

  • Compiling prospective acquirer lists and contacting acquirers

  • Performing key steps in the sale execution process

  • Supporting senior bankers in establishing relationships and maintaining direct contact with current and prospective clients

  • Interacting with senior bankers to help build the firm (training, recruiting, mentoring, etc.)

Skills & Experience:

  • Minimum of two years of sell-side M&A advisory and investment banking experience with record of completed transactions from pitch to close in the Healthcare sector

  • Outstanding academic credentials from a top tier school

  • Demonstrated critical thinking, process oriented, and strong attention to detail

  • Excellent written and oral communications skills

  • Highly proficient financial analysis and modeling skills

  • Proactive, results oriented, can-do attitude, team player

  • Self-starter willing to work in an entrepreneurial, demanding, and fast-paced environment

  • Significant level of maturity and the ability to work collaboratively as part of a small team

  • Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM and online data room platforms

  • FINRA Series 7, 63 or 79 license

Compensation & Benefits:

The typical base pay for this role is $170K. Depending on corporate title, role in the transaction, productivity, and type of incentive payout, participants can be eligible for compensation that includes a guaranteed salary against the variable incentive amount, that can range up to 25% per transaction, subject to final approval by the CEO of Intrepid. 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.

MUFG Benefits Summary

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.

Average salary estimate

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$170000K

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What You Should Know About Investment Banking Associate - Healthcare M&A, MUFGUB

Are you ready to take the next step in your career as an Investment Banking Associate with Intrepid in the bustling heart of Los Angeles, CA? Known for its vibrant entrepreneurial culture, Intrepid is a specialty investment bank that prides itself on teamwork, transparency, and providing valuable opportunities for personal and professional growth. As an Associate in our Healthcare M&A team, you'll have the chance to dive deep into the world of mergers and acquisitions while working alongside industry leaders on high-impact projects. Your role will involve organizing due diligence processes, developing intricate valuation models, crafting compelling pitchbooks, and establishing connections with current and prospective clients. With a commitment to employee development and well-being, Intrepid offers a competitive salary, excellent benefits, and a collaborative team environment that encourages camaraderie among colleagues. We value self-starters with a proactive attitude and strong analytical skills who can thrive in a fast-paced, entrepreneurial setting. If you have at least two years of sell-side M&A advisory experience and are looking to take your career to new heights, we want to hear from you. Join us at Intrepid, where your contributions truly matter and your career can flourish!

Frequently Asked Questions (FAQs) for Investment Banking Associate - Healthcare M&A Role at MUFGUB
What are the key responsibilities of an Investment Banking Associate at Intrepid?

As an Investment Banking Associate at Intrepid, you'll engage in a variety of critical responsibilities including organizing due diligence processes, developing complex financial models for valuations, preparing comprehensive marketing materials, and actively supporting senior bankers in client relationship management. Your role is essential in executing M&A transactions, particularly within the Healthcare sector.

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What qualifications do I need to apply for the Investment Banking Associate position at Intrepid?

To qualify for the Investment Banking Associate role at Intrepid, candidates should have a minimum of two years of sell-side M&A advisory or investment banking experience, ideally with a focus on the Healthcare sector. Additionally, strong academic credentials from a top-tier school, excellent communication skills, and proficiency with financial modeling and analysis are essential.

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What is the work culture like at Intrepid for Investment Banking Associates?

At Intrepid, the work culture for Investment Banking Associates is rooted in entrepreneurship, teamwork, and a commitment to personal development. The firm fosters a supportive and collaborative environment, encouraging associates to take initiative and contribute meaningfully. This strong camaraderie contributes to our high retention rates and job satisfaction among team members.

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What types of clients do Investment Banking Associates work with at Intrepid?

Investment Banking Associates at Intrepid engage with a diverse array of clients including entrepreneurs, family-owned companies, private equity sponsors, and major corporations. The emphasis is on delivering tailored M&A and financial advisory services, particularly within the Healthcare industry, helping clients navigate complex transactions with expertise and insight.

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What is the compensation structure for an Investment Banking Associate at Intrepid?

The typical base pay for an Investment Banking Associate at Intrepid is $170K, and the compensation package may include variable incentives based on performance and role in transactions. There’s potential to earn up to 25% per transaction, alongside a competitive benefits program that includes health coverage, retirement plans, and educational assistance, among other perks.

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Common Interview Questions for Investment Banking Associate - Healthcare M&A
Can you describe your experience with M&A transactions in the healthcare sector?

Highlight specific M&A transactions you have worked on, detailing your role and contributions. Discuss challenges you've faced and how you overcame them, showcasing your knowledge of the healthcare industry and your ability to navigate complex deal structures.

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How do you prioritize and manage multiple due diligence processes?

Explain your approach to time management and organization, emphasizing any tools or methodologies you use. Share examples of how you've effectively handled competing deadlines and maintained high attention to detail in due diligence scenarios.

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What financial modeling techniques are you proficient in?

Discuss the financial modeling techniques you are familiar with, such as DCF, LBO models, and comparables analysis. Provide examples of how you've applied these techniques in previous roles to drive insights and decision-making.

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How do you build and maintain client relationships in investment banking?

Illustrate your relationship-building strategies, focusing on communication, transparency, and rapport. Share specific instances of how you've successfully engaged with clients and fostered long-term professional relationships in previous roles.

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What skills do you think are essential for success as an Investment Banking Associate at Intrepid?

Identify key skills such as analytical thinking, strong communication, teamwork, and attention to detail. Relate these skills to the associates' responsibilities at Intrepid, emphasizing their importance in contributing to successful M&A transactions.

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Can you provide an example of a financial analysis you conducted for a past project?

Offer a detailed example of a financial analysis you've performed, including the context, methodologies used, and the outcome. Emphasize the insights you derived and how they influenced decision-making within the project.

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How do you approach market research when preparing pitchbooks or presentations?

Describe your methodology for conducting market research, including sources of information and analytical frameworks. Highlight how thorough research has impacted your past work and assisted in crafting persuasive presentations.

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What challenges do you foresee in the healthcare M&A landscape?

Discuss current trends and challenges in the healthcare M&A landscape, such as regulatory changes, market consolidation, or shifts in patient demands. Address how you would strategize to navigate these challenges effectively.

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How do you ensure compliance with regulatory requirements in your work?

Emphasize the importance of compliance in investment banking and describe your approach to staying informed about regulatory changes. Reference procedures or checklists you’ve used to ensure all aspects of an M&A deal align with legal requirements.

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Why do you want to work specifically at Intrepid in the Investment Banking Associate role?

Articulate your interest in Intrepid’s culture and values, emphasizing alignment with your career goals. Mention specific aspects of Intrepid's focus on healthcare M&A and their commitment to team development that attract you.

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EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 13, 2025

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