Managing Director, BDO Capital Advisors - Investment Banking

Davita Inc.; San Francisco (CA); On-site; USD 225,000 - 300,000; Full time

Job summary

A leading company is seeking a Managing Director for BDO Capital Advisors in San Francisco. This strategic role involves driving business development and managing transactions, ensuring team success while participating actively in client engagement. Successful candidates will have a background in finance with extensive experience in leadership roles.

Qualifications

• Ten or more years as a Managing Director at a middle market investment bank.
• Experience managing and leading a team.
• FINRA Series 7, 63, 79 licenses required.

Responsibilities

• Executes buy-side and sell-side transaction advisory engagements.
• Manages financial and business due diligence assistance.
• Networks with prospects to build revenue-producing relationships.

Skills

Analytical skills

Problem-solving skills

Strong business acumen

Time management

Communication skills

Education

Bachelor's Degree in Accounting or Finance

MBA degree

Tools

Microsoft Office Suite

Job description

Job Summary:

The Managing Director, BDO Capital Advisors advises clients through mergers and acquisitions, and strategic solutions that complement their vision. This role is responsible for driving business development through networking, with the goal of converting prospects to clients. The Managing Director oversees and executes transactions to ensure all deliverables are met appropriately and in a timely manner. Additionally, the Managing Director oversees the workload of the execution team and will act as a mentor for the staff. The person in this role must have an entrepreneurial and metrics driven mindset, focusing on the various goals of the department thereby delivering measurable revenue results.

Job Duties:

• Executes buy-side and sell-side transaction advisory engagements, managing financial and business due diligence assistance for companies, and private equity or debt investors


• Engages in business development activities by marketing services to both external clients and internal partners, developing client networks, and supporting efforts in developing and executing sales and marketing strategies


• Networks with prospects to build revenue producing relationships


• Analyzes client's data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions


• Reviews transaction documents, providing insights to clients for negotiations


• Identifies pre- and post-close business opportunities and enhances go-to market strategies


• Commits to satisfying internal and external customers


• Performs 100% of job duties in the office


• Other duties as assigned

Supervisory Responsibilities:

• Manages efforts of the team providing guidance with an apprenticeship approach


• Directs the due diligence meetings, and drafts and reviews tailored due diligence reports specific to key issues


• Manages and coordinates the approach of clients throughout the entire transaction process


• Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery


• Leads the day-to-day execution of transactions, including due diligence, valuation analysis, and the negotiation of contracts and other agreements

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's Degree in Accounting or Finance, required


• MBA degree, required

Experience:

• Ten (10) or more years of experience as a Managing Director at a middle market investment bank, required


• Experience successfully managing and leading a team of vp's, associates and/or analysts both in person and remotely, preferably at a regional boutique or middle market bank, required

License/Certifications:

• FINRA Series 7, 63, 79 licenses, required

Software:

• Proficient in the use of Microsoft Office Suite, required

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Strong business acumen, with analytical and problem-solving skills, as well as the ability to understand how business model decisions impact performance


• Comfort with ambiguity and fluid client situations


• Strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines in a fast-paced environment


• Advanced analytical and modeling skills with attention to detail


• Excellent written and verbal communication with a polished/professional demeanor


• Must be a team player with the ability to work cohesively with colleagues and clients


• Self-motivated and work well under pressure with pro-active follow-up skills


• Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends

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: $225,000 - $300,000

Maryland Range: $225,000 - $300,000

NYC/Long Island/Westchester Range: $225,000 - $300,000