Managing Director, Investment Banking - Real Estate Industry

BDO USA • New York, NY

2d • Onsite

About The Position

The Managing Director, BDO Capital Advisors advises clients on mergers and acquisitions and strategic solutions aligned with their vision. The role drives business development by networking and converting prospects 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. Success requires an entrepreneurial, metrics-driven mindset focused on departmental goals and measurable revenue results.

The position executes buy-side and sell-side transaction advisory engagements, including financial and business due diligence for companies and private equity or debt investors. It analyzes client data, financial and operating trends, quality of earnings, working capital considerations, potential liabilities, and transaction risks; reviews transaction documents; and advises clients during negotiations. The Managing Director identifies pre- and post-close opportunities and supports go-to-market strategies.

As a senior engagement leader, the Managing Director directs due diligence meetings, develops and reviews tailored reports, coordinates clients throughout the transaction process, and leads day-to-day transaction execution, including due diligence, valuation analysis, and negotiation of contracts and agreements. The role manages and mentors team members, serves as a principal client contact, and guides colleagues and diligence providers to ensure timely, efficient delivery. The position performs 100% of duties in the office and may require travel for client meetings or events during regular work hours, evenings, 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 a team 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 skills and ability to multitask and prioritize projects to meet multiple simultaneous deadlines in a fast-paced environment.
• Advanced analytical and financial modeling skills with attention to detail.
• Excellent written and verbal communication skills and a polished, professional demeanor.
• Ability to work cohesively with colleagues and clients as a team player.
• Self-motivation, ability to work under pressure, and proactive follow-up skills.
• Ability to travel for client meetings and events, including during evenings and/or weekends.

Nice To Haves

• Experience at a middle-market investment bank.
• Experience leading teams preferably at a regional boutique or middle-market bank.

Responsibilities

• Execute buy-side and sell-side transaction advisory engagements and manage 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 and historical and projected financial and operating trends, review quality of earnings, and assess working capital, liabilities, and transaction risks.
• Review transaction documents and provide clients with insights for negotiations.
• Identify pre- 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 addressing key issues.
• Coordinate the client approach throughout the transaction process.
• Lead engagements as the principal contact for client deliverables; oversee engagement colleagues and provide real-time feedback and guidance to clients and diligence providers.
• Lead day-to-day transaction execution, including due diligence, valuation analysis, and negotiation of contracts and other agreements.
• Oversee the execution team’s workload and mentor staff.
• Perform all job duties in the office.
• Travel for client meetings or events during regular work hours, evenings, and/or weekends.
• Perform other duties as assigned.

What This Job Offers

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