Senior Associate, Investment Banking

BDO USA • Richmond, VA

3d • $135,000 - $175,000

About The Position

The BDO Capital Advisors Experienced Senior Associate works within a team to service clients, analyze and resolve client matters, and take direction from senior management. The role is involved in all stages of client management, including identifying prospective client opportunities, conducting industry and client research, and developing client presentations and documentation. It supports the origination and execution of M&A transactions and manages transaction work, client relationships, and junior team members.

Requirements

• Bachelor’s degree in Accounting, Business Administration, Economics, Finance, or Statistics.
• Three or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical.
• FINRA Series 7/79 and 63 licenses; if not currently held, they will be required shortly after hire.
• Excellent verbal and written communication skills.
• Superior analytical and research skills.
• Solid organizational skills, attention to detail, and ability to meet project deadlines.
• Ability to multitask successfully while working independently or within a group environment.
• Ability to work in a deadline-driven environment and handle multiple projects simultaneously.
• Ability to interact successfully with professionals at all levels.

Nice To Haves

• MBA.
• Experience in middle-market M&A sell-side investment banking.
• Proficiency in Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, and Intralinks.

Responsibilities

• Support the origination and execution of M&A transactions, including private sell-side and buy-side transactions.
• Oversee the building and maintenance of complex financial and valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses.
• Develop client relationships through deal execution and pitching.
• Analyze companies and industries and work directly with client management teams.
• Prepare pitch books, sell-side memoranda, and management presentations.
• Communicate and interact with internal coverage partners and product areas.
• Manage several projects at once and work effectively independently and as a team leader, including managing associates and analysts.
• Participate in the recruitment, development, and training of junior bankers, including analysts, associates, and summer analysts/associates.
• Supervise and lead small teams of Associates and Analysts in completing work products for individual sell-side transactions.

Benefits

• Employee Stock Ownership Plan (ESOP), offering participants a stake in the firm’s success through beneficial ownership.
• Comprehensive compensation and Total Rewards benefits offerings.

What This Job Offers

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