BDO USA
Managing Director, BDO Capital Advisors - Investment Banking
BDO USA, San Francisco, California, United States, 94199
Job Summary
The Managing Director at BDO Capital Advisors advises clients through mergers & acquisitions and strategic solutions, driving business development through networking to convert prospects into clients. The Managing Director oversees transaction execution, ensures deliverables are met on time, manages the execution team’s workload, mentors staff, and focuses on measurable revenue results with a metrics‑driven mindset.
Job Duties
Execute buy‑side and sell‑side transaction advisory engagements, managing financial and business due diligence for companies, private equity or debt investors.
Engage in business development activities, marketing services to external clients and internal partners, supporting sales and marketing strategies.
Network with prospects to build revenue‑producing relationships.
Analyze client data for financial and operating trends, quality of earnings, working capital, liabilities, and risks, guiding decision‑makers.
Review transaction documents and provide negotiation insights.
Identify pre‑ and post‑close business opportunities and enhance go‑to‑market strategies.
Commit to satisfying internal and external customers.
Perform 100% of job duties in the office.
Other duties as assigned.
Supervisory Responsibilities
Manage the team’s efforts with an apprenticeship approach.
Direct due diligence meetings, draft and review tailored reports for key issues.
Coordinate client approach throughout the transaction process.
Lead engagement, serve as principal contact, oversee deliverables, and provide real‑time feedback to clients and providers.
Lead day‑to‑day transaction execution, including due diligence, valuation, and contract negotiation.
Qualifications, Knowledge, Skills and Abilities Education
Bachelor’s Degree in Accounting or Finance, required.
MBA, required.
Experience
Ten (10) or more years at an investment bank or similar corporate finance vertical, required.
Experience at a middle‑market investment bank, preferred.
Experience managing and leading a team of VPs, associates, and/or analysts (in person and remotely), preferably at a regional boutique or middle‑market bank, required.
License/Certifications
FINRA Series 63 and 7 or 79 licenses, or actively pursuing licensure, required.
Software
Proficient in Microsoft Office Suite, required.
Language
N/A
Other Knowledge, Skills, & Abilities
Strong business acumen and analytical problem‑solving skills, understanding business model impact on performance.
Comfort with ambiguity and fluid client situations.
Strong time‑management skills, ability to multi‑task and prioritize simultaneous deadlines.
Advanced analytical and modeling skills with attention to detail.
Excellent written and verbal communication with a polished/professional demeanor.
Team player capable of working cohesively with colleagues and clients.
Self‑motivated and capable of working under pressure with proactive follow‑up skills.
Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends.
Individual salaries are determined after considering numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National Range: $225,000 - $300,000
Maryland Range: $225,000 - $300,000
NYC/Long Island/Westchester Range: $225,000 - $300,000
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Job Duties
Execute buy‑side and sell‑side transaction advisory engagements, managing financial and business due diligence for companies, private equity or debt investors.
Engage in business development activities, marketing services to external clients and internal partners, supporting sales and marketing strategies.
Network with prospects to build revenue‑producing relationships.
Analyze client data for financial and operating trends, quality of earnings, working capital, liabilities, and risks, guiding decision‑makers.
Review transaction documents and provide negotiation insights.
Identify pre‑ and post‑close business opportunities and enhance go‑to‑market strategies.
Commit to satisfying internal and external customers.
Perform 100% of job duties in the office.
Other duties as assigned.
Supervisory Responsibilities
Manage the team’s efforts with an apprenticeship approach.
Direct due diligence meetings, draft and review tailored reports for key issues.
Coordinate client approach throughout the transaction process.
Lead engagement, serve as principal contact, oversee deliverables, and provide real‑time feedback to clients and providers.
Lead day‑to‑day transaction execution, including due diligence, valuation, and contract negotiation.
Qualifications, Knowledge, Skills and Abilities Education
Bachelor’s Degree in Accounting or Finance, required.
MBA, required.
Experience
Ten (10) or more years at an investment bank or similar corporate finance vertical, required.
Experience at a middle‑market investment bank, preferred.
Experience managing and leading a team of VPs, associates, and/or analysts (in person and remotely), preferably at a regional boutique or middle‑market bank, required.
License/Certifications
FINRA Series 63 and 7 or 79 licenses, or actively pursuing licensure, required.
Software
Proficient in Microsoft Office Suite, required.
Language
N/A
Other Knowledge, Skills, & Abilities
Strong business acumen and analytical problem‑solving skills, understanding business model impact on performance.
Comfort with ambiguity and fluid client situations.
Strong time‑management skills, ability to multi‑task and prioritize simultaneous deadlines.
Advanced analytical and modeling skills with attention to detail.
Excellent written and verbal communication with a polished/professional demeanor.
Team player capable of working cohesively with colleagues and clients.
Self‑motivated and capable of working under pressure with proactive follow‑up skills.
Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends.
Individual salaries are determined after considering numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National Range: $225,000 - $300,000
Maryland Range: $225,000 - $300,000
NYC/Long Island/Westchester Range: $225,000 - $300,000
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