BDO USA
BDO Capital Advisors - Investment Banking Associate
We are looking for an experienced and highly motivated Investment Banking Associate to join the BDO Capital Advisors team. The Associate will work within the investment banking group and will be responsible for all aspects of client engagement, from origination to execution of M&A transactions.
Job Summary Oversee and execute M&A transactions, build and maintain complex valuation models, develop client relationships, prepare pitch books and management presentations, manage multiple projects, and lead junior team members. Work closely with senior management and counsel to deliver high quality projects on schedule.
Responsibilities
Supports the execution and origination of M&A transactions including private sell‑sides, buy‑sides, etc.
Oversees the building and maintenance of complex financial/valuation models (DCF, accretion/dilution, LBO, comparable trading, and transaction analyses).
Develops client relationships through deal execution and pitching, as appropriate.
Analyzes companies and industries and works directly with client management teams.
Prepares pitch books, sell‑memor and management presentations.
Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts.
Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes).
Supervisory Responsibilities
Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell‑side transactions.
Education
Bachelor’s degree in Accounting, Business Administration, Economics, Finance, or Statistics – required.
MBA – preferred.
Qualifications
Bachelor’s degree in Accounting, Business Administration, Economics, Finance, or Statistics – required.
MBA – preferred.
Experience
Three (3) or more years of experience at a bulge‑bracket, reputable boutique, regional investment bank, or similar corporate finance vertical –.
Experience in middle‑market M&A sell‑side investment – preferred.
License & Certifications
FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire) – required.
Software Proficiency
Proficient in Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks – preferred.
Language N/A
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills.
Superior analytical and research skills.
Solid organizational skills, especially the ability to meet project deadlines with a focus on details.
Ability to successfully multi‑task while working independently or within a group environment.
ability to work in a deadline‑driven environment and handle multiple projects simultaneously.
Ability to successfully interact with professionals at all levels.
Compensation National Range: $130,000 - $150,000 Maryland Range: $130,000 - $150,000 NYC/Long Island/Westchester Range: $130,000 - $150,000
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.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in in value with our U.S. team. BDO professionals provide assurance, tax and advisory a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. 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.
We are committed to delivering exceptional experiences to middle‑market leaders by sharing insight‑driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on diverse perspectives, empowering team members to explore their full potential, celebrating ingenuity and innovation, focusing on resilience and sustainability, and providing comprehensive total rewards.
Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
#J-18808-Ljbffr
Job Summary Oversee and execute M&A transactions, build and maintain complex valuation models, develop client relationships, prepare pitch books and management presentations, manage multiple projects, and lead junior team members. Work closely with senior management and counsel to deliver high quality projects on schedule.
Responsibilities
Supports the execution and origination of M&A transactions including private sell‑sides, buy‑sides, etc.
Oversees the building and maintenance of complex financial/valuation models (DCF, accretion/dilution, LBO, comparable trading, and transaction analyses).
Develops client relationships through deal execution and pitching, as appropriate.
Analyzes companies and industries and works directly with client management teams.
Prepares pitch books, sell‑memor and management presentations.
Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts.
Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes).
Supervisory Responsibilities
Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell‑side transactions.
Education
Bachelor’s degree in Accounting, Business Administration, Economics, Finance, or Statistics – required.
MBA – preferred.
Qualifications
Bachelor’s degree in Accounting, Business Administration, Economics, Finance, or Statistics – required.
MBA – preferred.
Experience
Three (3) or more years of experience at a bulge‑bracket, reputable boutique, regional investment bank, or similar corporate finance vertical –.
Experience in middle‑market M&A sell‑side investment – preferred.
License & Certifications
FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire) – required.
Software Proficiency
Proficient in Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks – preferred.
Language N/A
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills.
Superior analytical and research skills.
Solid organizational skills, especially the ability to meet project deadlines with a focus on details.
Ability to successfully multi‑task while working independently or within a group environment.
ability to work in a deadline‑driven environment and handle multiple projects simultaneously.
Ability to successfully interact with professionals at all levels.
Compensation National Range: $130,000 - $150,000 Maryland Range: $130,000 - $150,000 NYC/Long Island/Westchester Range: $130,000 - $150,000
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.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in in value with our U.S. team. BDO professionals provide assurance, tax and advisory a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. 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.
We are committed to delivering exceptional experiences to middle‑market leaders by sharing insight‑driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on diverse perspectives, empowering team members to explore their full potential, celebrating ingenuity and innovation, focusing on resilience and sustainability, and providing comprehensive total rewards.
Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
#J-18808-Ljbffr