BDO Capital ESOP Advisory Vice President

Job Summary:

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 pursuance of licensure, required

Software:

• Proficient in the use of Microsoft Office Suite, required
• Research tools such as CapitalIQ, preferred

Language:

• N/A

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.   National Range: $150,000 - $225,000 Maryland Range: $150,000 - $225,000 NYC/Long Island/Westchester Range: $150,000 - $225,000

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