Associate, Tax Equity Advisors

BDO USA; New York (NY); On-site; USD 125,000 - 175,000; Full time

Job summary

BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank focused on sellside advisory, acquisition advisory, capital raising and board advisory services. The team supports the execution of M&A transactions from origination to close for clients across Manufacturing, Healthcare, Tech, and more.

The Associate role requires 3+ years in investment banking or related financial services, with strong modeling, communication, and leadership skills.

Qualifications

• Bachelor's degree in Finance, Accounting, or Economics required; MBA preferred.
• 3+ years of investment banking or related financial services experience preferred.
• FINRA Series 79 and 63 preferred.
• Proficient in Microsoft Office and financial research tools.
• Strong analytical, communication, and project-management skills.

Responsibilities

• 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

Skills

M&A transactions

Financial modeling

Client management

Pitch books

Leadership

Analytical skills

Team recruitment

Education

Bachelor's degree in Finance/Accounting/Economics

MBA

Tools

S&P CapitalIQ

FactSet

Bloomberg

Intralinks

Job description

Job Summary

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.

BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sellside advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO’s investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA’s resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm.

The BCA team specializes in providing sellside M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors.

BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe.

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

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 of 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

Salaries

• 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

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance your financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Benefits

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

BDO USA, P.A. is an EO employer M/F/Veteran/Disability