Overview
Vice President, BDO Capital Advisors role at BDO USA is 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. The position also manages client interactions and leads marketing efforts, and is involved in recruiting and training junior professionals. Ideal candidates are dynamic, highly motivated individuals with a strong work ethic and a commitment to the growth of the firm as a leader in the middle market. Location : San Francisco, CA.
Responsibilities
- 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 / AnalystsMay act as a Career Advisor to Associates and Senior Associates, as assignedQualifications
Bachelor’s degree in business, finance, or accounting, requiredMBA, preferredSeven (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, requiredFINRA Series 7 / 79 and 63, requiredProficient in Microsoft Office Suite; CapitalIQ or similar tools preferredSuperior organizational and time management skills; strong written and verbal communication, problem solving, interpersonal and relationship-building skillsStrong financial modeling, research, and financial analysis skills; ability to conduct thorough independent quantitative and qualitative researchAbility to travel as neededExperience
Seven or more years of experience with at least 4 years in direct transaction experience (investment banking or equivalent); specific requirements may vary by location.
Licenses & Certifications
FINRA Series 7 / 79 and 63, requiredSoftware
Proficient in Microsoft Office Suite; CapitalIQ or similar research tools preferredCompensation
Individual salaries offered are determined after consideration of qualifications, experience, skills, and geographyNational Range : $150,000 - $225,000Maryland Range : $150,000 - $225,000NYC / Long Island / Westchester Range : $150,000 - $225,000About Us
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. 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. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Our Commitment
Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass more than traditional benefitsEqual Opportunity Employer, including disability / veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
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