BDO Capital Advisors, Investment Banking Associate

Job Summary:

The BDO Capital Advisors mergers and acquisitions (M&A) team of professionals provide a number of strategic advisory services to small and mid-sized companies. Our ultimate goal is to maximize the value of our client’s business interest. The team tends to work with privately held middle market businesses with enterprise values between $25 and $500 million with an emphasis on sell-side M&A transactions.

The BDO Capital Advisors Associate is responsible for utilizing their previously obtained educational background, along with established organizational and project management skills to successfully serve clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Associate will work within a team environment to actively assist in the analysis and resolution of client matters while taking direction and receiving guidance from experienced staff and management members. The Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research, and assisting in the development of client presentations and appropriate documentation. 

Job Duties:

• Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc.
• Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
• Analyzes companies and industries and works directly with client management teams
• Prepares pitch books, selling memoranda and management presentations
• Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas
• Manages several projects at once and works effectively as an individual and as a leader of a team, including managing analysts
• Participates in the recruitment, development, and training of junior bankers (analysts, summer analysts/associates, incoming classes)
• Other duties as assigned

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelors degree in Business Administration or Finance, required

Experience:

• Two (2) or more years of relevant experience in the investment banking industry

License/Certifications:

• FINRA (Financial Industry Regulatory Authority) Series 79 and 63, required

Software:

• Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred

Languages:

• N/A

Other Knowledge, Skills, and 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
• Ability to travel, as necessary

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 our growth in value with our U.S. team.  BDO professionals provide assurance, tax and advisory services for 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