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 

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, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.  BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

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 are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.”  Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets