M&A Associate — Drive Deals & Valuations

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

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.