Senior Associate, Investment Banking

Job Summary:

The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and resolution of client matters while taking direction and receiving guidance from senior management members. The Experienced Senior 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
• Develops client relationships through deal execution and pitching, as appropriate
• Analyzes companies and industries and works directly with client management teams
• Prepares pitch books, sells 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 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

Qualifications, Knowledge, Skills and Abilities:

Education:

• 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, required,
• Experience in middle market M&A sell side investment banking, preferred

License/Certifications:

• FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required

Software:

• Proficient in the use of 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 ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Ability to successfully interact with professionals at all levels

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: $135,000 - $175,000

Maryland Range: $135,000 - $175,000

NYC/Long Island/Westchester Range: $135,000 - $175,000

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets
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