Senior Analyst, Investment Banking
About The Position
BDO Capital Advisors (BCA), a wholly-owned affiliate of BDO USA, P.C., is seeking an investment banking analyst to join its expanding practice in Richmond, Virginia. BCA is a middle-market investment bank providing sell-side advisory, acquisition advisory, capital raising, and board advisory services. Its team focuses on sell-side M&A for middle-market clients with enterprise values between $25 million and $500 million and has experience across a range of industries. BCA professionals also draw on BDO USA’s resources and sourcing network and the BDO International Corporate Finance network. The role supports the origination and execution of M&A transactions. The analyst researches companies, clients, and industries; develops financial models; prepares pitch materials, offering memoranda, and management presentations; and helps coordinate investor inquiries and diligence. The position offers exposure to company financials and operations, client engagements, and investment banking transactions, including mergers and acquisitions and private placements. Analysts participate in each phase of client engagements and are expected to make an immediate contribution amid a pipeline of prospective and active engagements.
Requirements
- Bachelor’s degree required.
- FINRA Series 79 and 63 licenses required; if not currently held, they will be required shortly after hire.
- 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
- Bachelor’s degree focus in Finance, Accounting, or Economics preferred.
- One or more years of investment banking, private equity, or related financial services experience preferred.
- Proficiency in Microsoft Office Suite and research tools such as S&P Capital IQ, FactSet, Bloomberg, and Intralinks preferred.
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 through beneficial ownership.
- Comprehensive compensation and Total Rewards benefits offerings; specific benefits may be subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
