Managing Director, Investment Banking - Energy/Natural Resources Industry

BDO USA•Houston, TX

2d•Onsite

About The Position

The Managing Director, BDO Capital Advisors advises clients on mergers and acquisitions and strategic solutions aligned with their vision. This role drives business development by networking with prospects and converting them into clients, and oversees and executes transactions to ensure deliverables are completed appropriately and on time. The Managing Director also oversees the execution team's workload and mentors staff. The role requires an entrepreneurial, metrics-driven approach focused on departmental goals and measurable revenue results. The position performs buy-side and sell-side transaction advisory work, including financial and business due diligence for companies and private equity or debt investors. It analyzes client financial and operating data, reviews quality of earnings and working capital, assesses potential liabilities and risks, and provides insights on transaction documents and negotiations. The Managing Director also identifies pre- and post-close opportunities, supports go-to-market strategies, and commits to satisfying internal and external customers. All job duties are performed in the office. Travel for client meetings and events during regular work hours, evenings, and/or weekends may be required.

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 changing 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.
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 preferably at a regional boutique or middle market bank.

Responsibilities

Execute buy-side and sell-side transaction advisory engagements, including managing financial and business due diligence assistance for companies and private equity or debt investors.
Market services to external clients and internal partners, develop client networks, and support sales and marketing strategy development and execution.
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 considerations, potential liabilities, and risks.
Review transaction documents and provide clients with insights for negotiations.
Identify pre- and post-close business opportunities and enhance go-to-market strategies.
Manage the team's efforts and provide guidance using an apprenticeship approach.
Direct due diligence meetings and draft and review tailored due diligence reports addressing key issues.
Manage and coordinate the approach to clients 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 to support timely, efficient delivery.
Lead day-to-day transaction execution, including due diligence, valuation analysis, and negotiation of contracts and other agreements.
Satisfy internal and external customers.
Perform all job duties in the office.
Perform other duties as assigned.