Senior Associate, BDO Capital - Investment BankingBDO USA • San Francisco, CA, United States
Senior Associate, BDO Capital - Investment Banking
BDO USA • San Francisco, CA, United States
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job_description.job_card.job_descriptionSupervises and leads small teams of Associates and Analysts to complete work products related to individual sell-side transactions. Bachelor’s degree in Accounting, Business Administration, Economics, Finance, or Statistics, required. MBA, preferred. 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. FINRA Series 7 / 79 and 63 (if not currently held, will be required shortly after hire), required. Proficient in Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred. N / A Excellent verbal and written communication skills. Superior analytical and research skills. Strong organizational skills with ability to meet deadlines and attention to detail. Ability to multi-task and work independently or in a group. Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously. Ability to interact with professionals at all levels. Mid-Senior level Full-time Finance and Accounting / Auditing Accounting
Senior Associate, BDO Capital - Investment Banking
Job summary : The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing educational background and organizational / project management skills to service clients of BDO Capital Advisors. The Senior Associate will work within a team to manage and assist in the analysis and resolution of client matters, taking direction from senior management. The role involves all stages of client management, including identification of prospective opportunities, industry and client research, and assisting in the development of client presentations and documentation.
- 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, 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 and communicates with internal coverage partners and product areas.
- Manages several projects at once and can lead a team, including managing associates and analysts.
- Participates in recruitment, development, and training of junior bankers (analysts, associates, summer analysts / associates, incoming classes).
Supervisory Responsibilities
Education
Experience
License / Certifications
Software
Language
Other Knowledge, Skills & Abilities
About us : Join BDO, where your work is impactful and you are valued for your individuality. We offer flexibility and opportunities for advancement, with a culture focused on meaningful connections and making a positive difference. BDO is an ESOP company, aligning employee ownership with growth and value for our U.S. team.
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