Vice President, BDO Capital Advisors

BDO USA; Stamford (CT); On-site; USD 150,000 - 225,000; Full time

Job summary

An established industry player is seeking a dynamic Vice President for its Capital Advisors team. This role is pivotal in driving business development and managing client interactions while overseeing financial analyses and due diligence. The ideal candidate will possess a strong work ethic, lead a team of professionals, and contribute to the firm's growth in the middle market. This position offers a unique opportunity to shape the future of the firm while working in a fast-paced environment that values innovation and excellence. If you're ready to take your career to the next level, this role is for you.

Qualifications

• 7+ years of experience in investment banking or financial services.
• Strong financial modeling and analysis skills required.

Responsibilities

• Manage junior investment banking professionals and oversee their work.
• Conduct financial analyses and due diligence for transactions.

Skills

Financial Modeling

Business Development

Client Relationship Management

Market Research

Time Management

Communication Skills

Problem-solving

Education

Bachelor's Degree in Business, Finance, or Accounting

MBA

Tools

Microsoft Office Suite

CapitalIQ

Job description

Join to apply for the Vice President, BDO Capital Advisors role at BDO USA

The Vice President, BDO Capital Advisors is an integral part of the transaction and business development team. This role oversees the preparation of financial analyses, conducts due diligence, develops marketing materials, and participates in the execution of a wide variety of transactions. This position also plays an integral role in managing client interactions as well as leading marketing efforts. Additionally, the Vice President, BDO Capital Advisors is actively involved in the recruiting and training of junior professionals. Ideal candidates for this position are dynamic, highly motivated individuals with a strong work ethic and a commitment to the growth of the firm as a leader in the middle market.

Job Duties

• Manages and reviews work product of junior investment banking professionals
• Supports Managing Directors in all aspects of firm marketing, business development, and deal execution
• Oversees the preparation, analysis, and explanation of historical and projected financial information
• Oversees business due diligence
• Oversees the preparation of confidential information memoranda, management presentations, marketing materials, pitch books, and other presentations as needed
• Oversees the creation of quantitative analyses, financial models, company valuation analyses, etc.
• Performs extensive and in-depth industry research to support client and marketing engagements
• Builds relationships and maintains direct contact with clients, prospective clients, and professional advisors
• Develops and implements a personal business development program to position the role for long-term success
• Other duties as required

Supervisory Responsibilities

• Supervises and leads a small team of Associates/Analysts
• May act as a Career Advisor to Associates and Senior Associates, as assigned

Qualifications

• Bachelor’s degree in business, finance, or accounting, required
• MBA, preferred

Experience

• Seven (7) or more years of professional work experience with a minimum of 4 years of direct transaction experience preferably within Investment Banking or other financial vertical, required

License/Certifications

• FINRA Series 7/79 and 63, required

Software

• Proficient in the use of Microsoft Office Suite, required
• Research tools such as CapitalIQ, preferred

Other Skills and Abilities

• Superior organizational and time management skills and the ability to efficiently manage multiple projects in a fast-paced environment
• Excellent communication, listening, problem-solving, interpersonal, and relationship-building skills
• Strong financial modeling, research, and analysis skills
• Ability to conduct thorough independent research
• Willingness to travel as needed

Note: Salaries are determined based on various factors including qualifications, experience, skills, and location. The range is approximately $150,000 - $225,000 depending on the region.