Vice President, BDO Capital Advisors - Investment Banking

BDO USA•New York, NY

About The Position

The Vice President, BDO Capital Advisors is an integral member of the transaction and business development team. The role oversees financial analyses, due diligence, marketing materials, and the execution of a wide variety of transactions. It also manages client interactions, leads marketing efforts, and supports the recruiting and training of junior professionals. The position supervises a small team of Associates and Analysts and may serve as a Career Advisor to Associates and Senior Associates. Ideal candidates are dynamic, highly motivated, have a strong work ethic, and are committed to the growth of the firm as a leader in the middle market. The role supports Managing Directors across marketing, business development, and deal execution, while developing relationships with clients, prospective clients, and professional advisors. It also requires building a personal business development program to support long-term success. Travel may be required as needed.

Requirements

Bachelor’s degree in business, finance, or accounting.
Seven or more years of professional work experience, including a minimum of four years of direct transaction experience, preferably in investment banking or another financial vertical.
FINRA Series 7 or 79 and 63 licenses, or active pursuit of licensure.
Proficiency in Microsoft Office Suite.
Superior organizational and time-management skills, including the ability to manage multiple projects efficiently in a fast-paced environment.
Excellent written and verbal communication, listening, problem-solving, interpersonal, and relationship-building skills.
Strong financial modeling, research, and financial analysis skills.
Ability to conduct thorough, independent quantitative and qualitative research.
Ability to travel as needed.

Nice To Haves

MBA.
Experience with research tools such as CapitalIQ.

Responsibilities

Manages and reviews the work product of junior investment banking professionals.
Supports Managing Directors in firm marketing, business development, and deal execution.
Oversees the preparation, analysis, and explanation of historical and projected financial information.
Oversees business due diligence.
Oversees the preparation of confidential information memoranda, management presentations, marketing materials, pitch books, and other presentations.
Oversees the creation of quantitative analyses, financial models, and company valuation analyses.
Performs extensive industry research to support client and marketing engagements.
Builds relationships and maintains direct contact with clients, prospective clients, and professional advisors.
Develops and implements a personal business development program.
Supervises and leads a small team of Associates and Analysts.
May act as a Career Advisor to Associates and Senior Associates, as assigned.
Participates in recruiting and training junior professionals.
Performs other duties as required.