BDO USA
Vice President, BDO Capital Advisors
BDO USA, San Francisco, California, United States, 94199
Overview
Vice President, BDO Capital Advisors
role at
BDO USA
is part of the transaction and business development team. This role oversees the preparation of financial analyses, conducts due diligence, develops marketing materials, and participates in the execution of a wide variety of transactions. The position also manages client interactions and leads marketing efforts, and is involved in recruiting and training junior professionals. Ideal candidates are dynamic, highly motivated individuals with a strong work ethic and a commitment to the growth of the firm as a leader in the middle market. Location: San Francisco, CA.
Responsibilities
Manages and reviews work product of junior investment banking professionals
Supports Managing Directors in all aspects of firm marketing, business development, and deal execution
Oversees the preparation, analysis, and explanation of historical and projected financial information
Oversees business due diligence
Oversees the preparation of confidential information memoranda, management presentations, marketing materials, pitch books, and other presentations as needed
Oversees the creation of quantitative analyses, financial models, company valuation analyses, etc.
Performs extensive and in-depth industry research to support client and marketing engagements
Builds relationships and maintains direct contact with clients, prospective clients, and professional advisors
Develops and implements a personal business development program to position the role for long-term success
Other duties as required
Supervisory Responsibilities
Supervises and leads a small team of Associates/Analysts
May act as a Career Advisor to Associates and Senior Associates, as assigned
Qualifications
Bachelor’s degree in business, finance, or accounting, required
MBA, preferred
Seven (7) or more years of professional work experience with a minimum of 4 years of direct transaction experience, preferably within Investment Banking or other financial vertical, required
FINRA Series 7/79 and 63, required
Proficient in Microsoft Office Suite; CapitalIQ or similar tools preferred
Superior organizational and time management skills; strong written and verbal communication, problem solving, interpersonal and relationship-building skills
Strong financial modeling, research, and financial analysis skills; ability to conduct thorough independent quantitative and qualitative research
Ability to travel as needed
Experience Seven or more years of experience with at least 4 years in direct transaction experience (investment banking or equivalent); specific requirements may vary by location.
Licenses & Certifications
FINRA Series 7/79 and 63, required
Software
Proficient in Microsoft Office Suite; CapitalIQ or similar research tools preferred
Compensation
Individual salaries offered are determined after consideration of qualifications, experience, skills, and geography
National Range: $150,000 - $225,000
Maryland Range: $150,000 - $225,000
NYC/Long Island/Westchester Range: $150,000 - $225,000
About Us Join us at BDO, where you will find more than a career — you’ll find a place where your work is impactful and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Our Commitment
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass more than traditional benefits
Equal Opportunity Employer, including disability/veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
#J-18808-Ljbffr
role at
BDO USA
is part of the transaction and business development team. This role oversees the preparation of financial analyses, conducts due diligence, develops marketing materials, and participates in the execution of a wide variety of transactions. The position also manages client interactions and leads marketing efforts, and is involved in recruiting and training junior professionals. Ideal candidates are dynamic, highly motivated individuals with a strong work ethic and a commitment to the growth of the firm as a leader in the middle market. Location: San Francisco, CA.
Responsibilities
Manages and reviews work product of junior investment banking professionals
Supports Managing Directors in all aspects of firm marketing, business development, and deal execution
Oversees the preparation, analysis, and explanation of historical and projected financial information
Oversees business due diligence
Oversees the preparation of confidential information memoranda, management presentations, marketing materials, pitch books, and other presentations as needed
Oversees the creation of quantitative analyses, financial models, company valuation analyses, etc.
Performs extensive and in-depth industry research to support client and marketing engagements
Builds relationships and maintains direct contact with clients, prospective clients, and professional advisors
Develops and implements a personal business development program to position the role for long-term success
Other duties as required
Supervisory Responsibilities
Supervises and leads a small team of Associates/Analysts
May act as a Career Advisor to Associates and Senior Associates, as assigned
Qualifications
Bachelor’s degree in business, finance, or accounting, required
MBA, preferred
Seven (7) or more years of professional work experience with a minimum of 4 years of direct transaction experience, preferably within Investment Banking or other financial vertical, required
FINRA Series 7/79 and 63, required
Proficient in Microsoft Office Suite; CapitalIQ or similar tools preferred
Superior organizational and time management skills; strong written and verbal communication, problem solving, interpersonal and relationship-building skills
Strong financial modeling, research, and financial analysis skills; ability to conduct thorough independent quantitative and qualitative research
Ability to travel as needed
Experience Seven or more years of experience with at least 4 years in direct transaction experience (investment banking or equivalent); specific requirements may vary by location.
Licenses & Certifications
FINRA Series 7/79 and 63, required
Software
Proficient in Microsoft Office Suite; CapitalIQ or similar research tools preferred
Compensation
Individual salaries offered are determined after consideration of qualifications, experience, skills, and geography
National Range: $150,000 - $225,000
Maryland Range: $150,000 - $225,000
NYC/Long Island/Westchester Range: $150,000 - $225,000
About Us Join us at BDO, where you will find more than a career — you’ll find a place where your work is impactful and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Our Commitment
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass more than traditional benefits
Equal Opportunity Employer, including disability/veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
#J-18808-Ljbffr