Senior Analyst, Investment Banking

BDO USA; Richmond (VA); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial services firm is seeking a motivated Analyst in Richmond, Virginia, with investment banking experience. The role involves supporting M&A transactions, developing financial models, and preparing pitch materials. Candidates should have a Bachelor’s degree in Finance, Accounting, or Economics, and possess strong analytical and communication skills. The position offers a competitive compensation range of $80,000 to $100,000 depending on experience, and opportunities for career growth in investment banking.

Qualifications

• Previous investment banking experience is preferred.
• Excellent verbal and written communication skills are essential.
• Understanding of basic accounting and valuation methodologies.
• Strong analytical and research skills required.
• Ability to multitask while working independently or in a team.

Responsibilities

• Support the execution and origination of M&A transactions.
• Develop financial models including DCF and LBO analyses.
• Prepare pitch books, offering memoranda, and presentations.
• Organize responses to inquiries from potential investors.
• Manage several projects concurrently.

Skills

Investment banking experience

Analytical skills

Strong communication skills

Organizational skills

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, or Economics

Tools

Microsoft Office Suite

S&P CapitalIQ

FactSet

Bloomberg

Intralinks

Job description

JOB DESCRIPTION

BDO Capital Advisors (BCA) is seeking a motivated Analyst with previous investment banking experience to join the firm’s expanding practice in Richmond, Virginia. The ideal candidate will have a strong grasp of accounting, valuation, and modelling concepts and will possess strong written and verbal communication skills.

The Analyst will research prospective clients and their industries, assist in the creation of pitch materials, develop financial models, and draft offering memoranda. They will gain in-depth exposure to the financials and operations of companies across many industries and to the execution of investment banking transactions including mergers and acquisitions and private placements. Analysts actively participate in every phase of client engagements and build the skills required for a successful career in investment banking.

Job Duties

• Support the execution and origination of M&A transactions
• Develop financial models including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
• Analyze companies and industries and work directly with client management teams
• Prepare pitch books, offering memoranda, and management presentations
• Organize and manage responses to inquiries from potential investors and coordinate diligence activities
• Manage several projects concurrently
• Other duties as required

Education & Qualifications

• Bachelor’s degree required; focus in Finance, Accounting, or Economics preferred
• Excellent verbal and written communication skills
• Strong analytical and research skills
• Solid organizational skills with exceptional attention to detail
• Ability to multitask while working independently or within a group
• Understanding of basic accounting and valuation methodologies

Experience

• One or more years of investment banking, private equity, or related financial services experience preferred

Required Licenses / Certifications

• FINRA Series 79 and Series 63 licenses (if not currently held, will be required shortly after hire)

Technical Skills

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

Compensation

• National Range: $80,000 - $100,000
• Maryland Range: $80,000 - $100,000
• NYC/Long Island/Westchester Range: $80,000 - $100,000

Equal Opportunity Employment

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 equal employment opportunity (EO) employer. All qualified applicants will be considered for employment.