Vice President, BDO Capital - Investment Banking

Overview

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 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.

• 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

• Supervises and leads a small team of Associates/Analysts
• May act as a Career Advisor to Associates and Senior Associates, as assigned

• Bachelor’s degree in business, finance, or accounting, required
• MBA, preferred

• 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

• FINRA Series 7 or 79 and 63, or in active pursuance of licensure, required

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

• N/A

• 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 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.

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. 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.

We…