Managing Director, Investment Banking - Real Estate Industry
About The Position
The Managing Director at BDO Capital Advisors advises clients on mergers and acquisitions and strategic solutions aligned with their goals. This role drives business development by networking with prospects and converting them into clients, while overseeing and executing transactions to ensure deliverables are completed appropriately and on time. The Managing Director also oversees the execution team’s workload and mentors staff. The position calls for an entrepreneurial, metrics-driven approach focused on departmental goals and measurable revenue results. The role executes buy-side and sell-side transaction advisory engagements, manages due diligence, analyzes financial and operating trends, reviews transaction documents, and identifies opportunities before and after closing. It leads client engagements and transaction execution, coordinates clients and diligence providers, and guides teams throughout the transaction process. The position performs 100% of its duties in the office and may require travel for client meetings and events during regular work hours, evenings, and/or weekends.
Requirements
- Bachelor’s degree in Accounting or Finance.
- MBA degree.
- Ten or more years of experience at an investment bank or similar corporate finance vertical.
- Experience successfully managing and leading teams of vice presidents, associates, and/or analysts, both in person and remotely.
- FINRA Series 63 and 7 or 79 licenses, or active pursuit of licensure.
- Proficiency with Microsoft Office Suite.
- Strong business acumen, analytical and problem-solving skills, and ability to understand how business model decisions affect performance.
- Comfort with ambiguity and fluid client situations.
- Strong time management and ability to multitask and prioritize work to meet multiple deadlines in a fast-paced environment.
- Advanced analytical and modeling skills and attention to detail.
- Excellent written and verbal communication skills and a polished, professional demeanor.
- Ability to work cohesively with colleagues and clients.
- Self-motivation, ability to work under pressure, and proactive follow-up skills.
- Ability to travel for client meetings and events during regular work hours, evenings, and/or weekends.
Nice To Haves
- Experience at a middle-market investment bank.
- Experience leading teams at a regional boutique or middle-market bank.
Responsibilities
- Execute buy-side and sell-side transaction advisory engagements, including financial and business due diligence for companies and private equity or debt investors.
- Market services to external clients and internal partners, develop client networks, and support sales and marketing strategies.
- Network with prospects to build revenue-producing relationships.
- Analyze client data to identify historical and projected financial and operating trends; review quality of earnings; and assess working capital, potential liabilities, and risks to guide transaction decision-makers.
- Review transaction documents and provide insights to clients for negotiations.
- Identify pre-close and post-close business opportunities and enhance go-to-market strategies.
- Satisfy internal and external customers.
- Manage and guide the team using an apprenticeship approach.
- Direct due diligence meetings and draft and review tailored due diligence reports focused on key issues.
- Manage and coordinate clients throughout the transaction process.
- Serve as lead professional and principal client contact on engagements; manage client deliverables, oversee colleagues, and provide real-time feedback and guidance to clients and diligence providers to ensure timely and efficient product delivery.
- Lead day-to-day transaction execution, including due diligence, valuation analysis, and negotiation of contracts and other agreements.
- Perform other duties as assigned.
Benefits
- BDO ESOP participation, providing beneficial ownership and an opportunity to share in the firm’s success.
- Comprehensive compensation and Total Rewards benefits offerings; benefits may be subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Director
