Analyst, Investment Banking, BDO Capital Advisors - Summer 2027 (San Francisco)
About The Position
BDO Capital Advisors (BCA) is seeking a motivated Analyst to support its expanding investment banking practice. The analyst will research prospective clients and industries, assist with pitch materials, develop financial models, and draft offering memoranda. The role provides exposure to company financials and operations across a wide range of industries, as well as investment banking transactions including mergers and acquisitions and private placements. Analysts participate in every phase of client engagements, and the program is designed to develop the skills and relationships needed to launch an investment banking career. BCA is a middle-market investment bank providing sellside advisory, acquisition advisory, capital raising, and board advisory services. Its team specializes in sellside M&A for middle-market clients with enterprise values between $25 million and $500 million, across a variety of industries and geographies.
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
- Focus in Finance, Accounting, or Economics.
- Internship in investment banking or a finance-related field.
- FINRA Series 79 and 63 licenses; if not already 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.
- Perform other duties as required.
Benefits
- Employee Stock Ownership Plan (ESOP), providing participants a stake in the firm’s success.
- Comprehensive compensation and Total Rewards benefits offerings.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
