Associate, Tax Equity Advisors

BDO USA; Miami (FL); On-site; USD 125,000 - 175,000; Full time

Job summary

BDO USA in Miami is seeking an Associate to support M&A transactions, develop financial models, and prepare marketing materials. Ideal candidates possess strong analytical skills and experience in investment banking or private equity. You will manage processes from pitch to close, working closely with clients to create effective pitch materials and presentations.

The role demands the ability to handle multiple projects simultaneously while ensuring high-quality outputs.

Qualifications

• Three (3) or more years of relevant investment banking, private equity or related financial services experience.
• FINRA Series 79 and 63 certifications preferred.

Responsibilities

• Supports the execution and the origination of M&A transactions.
• Oversees the development of financial models, including DCF and transaction analyses.
• Analyzes companies and industries and works directly with client management teams.
• Prepares pitch books and management presentations.
• Serves as key point of contact for client's management team.
• Manages several projects concurrently.

Skills

Excellent verbal and written communication skills

Superior analytical and research skills

Solid organizational skills

Ability to successfully multi-task

Education

Bachelor's degree from a four‑year institution

Master of Business Administration

Tools

Microsoft Office Suite

S&P CapitalIQ

FactSet

Bloomberg

Intralinks

Job description

Job Title

Job Title

Job Overview

The ideal candidate will have meaningful previous transaction experience and the ability to captain deal execution processes. Associates will develop deliverables and work side‑by‑side with others on the deal team to create pitch materials, formulate business valuations, and prepare marketing materials. BCA operates with lean teams and Associates must be able to manage processes from pitch to close. BCA has a robust pipeline of prospective and active engagements and is seeking a candidate that can make an immediate impact.

Job Duties

• Supports the execution and the origination of M&A transactions
• Oversees the development of financial models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
• Analyzes companies and industries and works directly with client management teams
• Prepares pitch books, offering memoranda and management presentations
• Serves as key point of contact for client's management team as well as third party providers
• Structures and manages deal marketing process
• Manages several projects concurrently and works effectively both as an individual and as a leader of a team, including managing analysts
• Participates in the recruitment, development, and training of junior bankers (analysts, summer analysts/associates, incoming classes)
• Develops internal BDO relationships as well as external relationships through deal execution and marketing
• Other duties as required

Qualifications, Knowledge, Skills and Abilities

Education:

• Bachelor's degree from a four‑year institution, required; focus in Finance, Accounting, or Economics, preferred
• Master of Business Administration, preferred

Experience

• Three (3) or more years of relevant investment banking, private equity or related financial services experience, preferred

License/Certifications:

• FINRA Series 79 and 63, preferred

Software:

• Proficient in Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks, preferred

Other Knowledge, Skills, and Abilities:

• Excellent verbal and written communication skills
• Superior analytical and research skills
• Solid organizational skills, especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi‑task while working independently or within a group
• Ability to work in a deadline‑driven environment and handle multiple projects simultaneously
• Ability to successfully interact with professionals at all levels
• Ability to travel, as necessary

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: $125,000 - $175,000 Maryland Range: $125,000 - $175,000 NYC/Long Island/Westchester Range: $125,000 - $175,000

Equal Opportunity Employer, including disability/vets