Managing Director, Investment Banking - Energy/Natural Resources Industry
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, 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. An entrepreneurial, metrics-driven mindset is required, with a focus on departmental goals and measurable revenue results. The position leads buy-side and sell-side transaction advisory engagements, including financial and business due diligence for companies and private equity or debt investors. It analyzes financial and operating trends, quality of earnings, working capital considerations, liabilities, and risks to guide transaction decision-makers. The Managing Director reviews transaction documents, supports negotiations, identifies pre- and post-close opportunities, and helps enhance go-to-market strategies. As the lead professional on engagements, the Managing Director coordinates clients throughout the transaction process, leads due diligence and valuation work, and oversees transaction execution, including contract and agreement negotiations. The role manages and guides team members, directs due diligence meetings, prepares and reviews tailored reports, and provides timely feedback to clients, colleagues, and diligence providers. The position performs all job duties in the office and may require travel for client meetings or 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 a team of vice presidents, associates, and/or analysts, both in person and remotely.
- FINRA Series 63 and Series 7 or 79 licenses, or active pursuit of licensure.
- Proficiency in 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 projects against simultaneous deadlines in a fast-paced environment.
- Advanced analytical and 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 or 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, 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 strategies.
- Network with prospects to build revenue-producing relationships.
- Analyze client data for historical and projected financial and operating trends; review quality of earnings; assess working capital considerations, liabilities, and risks to guide transaction decision-makers.
- Review transaction documents and provide insights to clients for negotiations.
- Identify pre- and post-close business opportunities and enhance go-to-market strategies.
- Satisfy internal and external customers.
- Manage team efforts and provide guidance 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 contact on engagements, managing client deliverables, overseeing engagement colleagues, and providing 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.
- Perform all job duties in the office.
- Perform other duties as assigned.
Benefits
- Employee Stock Ownership Plan (ESOP), providing participants beneficial ownership and a stake 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
