BDO USA
Vice President, BDO Capital Advisors
The Vice President, BDO Capital Advisors is an integral 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. This position also plays an integral role in managing client interactions as well as leading marketing efforts. Additionally, the Vice President, BDO Capital Advisors is actively involved in the recruiting and training of junior professionals. Ideal candidates for this position are dynamic, highly motivated individuals with a strong work‑ethic and demonstrate a commitment to the growth of the firm as a leader in the middle market.
Job Duties
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, Knowledge, Skills, and Abilities Education
Bachelor's degree in business, finance, or accounting, required
MBA, preferred
Experience
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
License / Certifications
FINRA Series 7 or 79 and 63, or in active pursuit of licensure, required
Software
Proficient in the use of Microsoft Office Suite, required
Research tools such as CapitalIQ, preferred
Other Knowledge, Skills, & Abilities
Superior organizational and time management skills and the ability to efficiently manage multiple projects in a fast‑paced work environment
Excellent written and verbal communication, listening, 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
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
Salary Ranges
National Range: $150,000 - $225,000
Maryland Range: $150,000 - $225,000
NYC / Long Island / Westchester Range: $150,000 - $225,000
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Job Duties
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, Knowledge, Skills, and Abilities Education
Bachelor's degree in business, finance, or accounting, required
MBA, preferred
Experience
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
License / Certifications
FINRA Series 7 or 79 and 63, or in active pursuit of licensure, required
Software
Proficient in the use of Microsoft Office Suite, required
Research tools such as CapitalIQ, preferred
Other Knowledge, Skills, & Abilities
Superior organizational and time management skills and the ability to efficiently manage multiple projects in a fast‑paced work environment
Excellent written and verbal communication, listening, 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
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
Salary Ranges
National Range: $150,000 - $225,000
Maryland Range: $150,000 - $225,000
NYC / Long Island / Westchester Range: $150,000 - $225,000
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