Investment Banking Associate – Supply Chain, Logistics

MUFG

Investment Banking Associate in Supply Chain & Logistics Group at Intrepid, providing M&A advisory and capital-raising services to clients in various sectors.

Posted 7/6/2026full-timeCharlotte • California, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in M&A advisory and investment banking, with a strong focus on financial analysis, modeling, and transaction execution. Proven ability to prepare comprehensive materials and maintain client relationships in a fast-paced environment.

Highest-signal resume keywords

Sellside M&A Advisory ExperienceFinancial Analysis and Modeling SkillsProficiency with S&P Capital IQSIE and Series 79 and 63 LicensesTransaction Execution Process

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Valuation AnalysisLBO ModelingDCF ModelingPublic Comparables AnalysisPitchbook PreparationInformation Memoranda PreparationManagement Presentation PreparationDue Diligence AnalysisTransaction Process ManagementInvestor List Compilation

Soft Skills

Critical ThinkingAttention to DetailExcellent Written CommunicationExcellent Oral CommunicationTeam Player

Tools & Technologies

PitchbookDealCloud CRMOnline Data Room Platforms

Certifications & Qualifications

SIE LicenseSeries 79 LicenseSeries 63 License

Industry Keywords

Supply ChainLogisticsInvestment BankingM&A TransactionsClient Relationship Management

About the role

Key responsibilities & impact

Organizing, reviewing, and analyzing due diligence processes and materials
Developing valuation analyses and models (projections, LBO, DCF, public comparables, historical M&A transactions, etc.)
Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials
Compiling prospective acquirer & investor lists and contacting acquirers & investors
Performing key steps in the transaction 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.)

Requirements

What you’ll need

Minimum of 2+ years sellside M&A advisory and investment banking experience with record of completed transactions from pitch to close
Demonstrated knowledge of completed transactions from pitch to close in various supply chain & logistics sectors
Outstanding academic credentials from a top tier school
Demonstrated critical thinking, process oriented, and strong attention to details
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, DealCloud CRM, and online data room platforms
SIE and Series 79 and 63 licenses are required

Benefits

Comp & perks

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
paid vacation, sick days, and holidays