Analyst, Investment Banking, BDO Capital Advisors - Summer 2027 (San Francisco)

BDO USA • San Francisco, CA

4d

About The Position

BDO Capital Advisors (BCA) is seeking a motivated Analyst to support its investment banking practice. Analysts gain exposure to companies’ financials and operations across a wide range of industries and participate in every phase of client engagements, including mergers and acquisitions and private placements. The analyst program is designed to develop the skills and professional relationships needed for a career in investment banking.

BCA is a middle-market investment bank providing sellside advisory, acquisition advisory, capital raising, and board advisory services. The team specializes in sellside M&A advisory for middle-market clients with enterprise values between $25 million and $500 million, and has experience across sectors including manufacturing and distribution, consumer, food and retail, healthcare and life sciences, business services, energy and natural resources, and technology, media and telecom. BCA also draws on BDO’s international network and resources.

The posting identifies Richmond, Virginia as the practice location in its summary, while the job title specifies San Francisco. Compensation ranges listed are $90,000–$100,000 for California, NYC/Long Island/Westchester, and Virginia. Individual offers are determined based on factors including qualifications, experience, skills, and geography.

Requirements

• Bachelor’s degree from a four-year institution.
• Proficiency in Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks.
• Excellent verbal and written communication skills.
• Strong analytical and research skills.
• Solid organizational skills and exceptional attention to detail.
• Ability to multitask successfully while working independently or within a group.
• Ability to work in a deadline-driven environment and manage multiple projects simultaneously.
• Understanding of basic accounting and valuation methodologies.
• Ability to travel as necessary.

Nice To Haves

• A focus in Finance, Accounting, or Economics.
• An internship in investment banking or a finance-related field.
• FINRA Series 79 and 63 licenses; if not currently held, these will be required shortly after hire.

Responsibilities

• 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 other diligence activities.
• Manage several projects concurrently.
• Research prospective clients and their industries.
• Perform other duties as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level