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MUFG

2027 Intrepid Investment Banking Summer Analyst - Charlotte

MUFG, Charlotte, North Carolina, United States, 28245

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2027 Intrepid Investment Banking Summer Analyst - Charlotte Join to apply for the

2027 Intrepid Investment Banking Summer Analyst - Charlotte

role at

MUFG .

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 are 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.

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.

Preferred Qualifications

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 an 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: 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 see the following document: 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: 11755 Wilshire Blvd, Los Angeles, CA 90025, USA

Size: 100 – 150 employees

Type: Public

Website: http://www.intrepidib.com

Equal Opportunity Employer Intrepid Investment Bankers LLC. is an Equal Opportunity Employer. We consider employment for all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local laws. 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 protected under applicable federal, state, or local law.

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