Vice President, BDO Capital - Investment Banking

BDO USA • Chicago, IL

4d • $180,000 - $250,000

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 execution of a wide variety of transactions. It also manages client interactions, leads marketing efforts, and contributes to recruiting and training junior professionals. The ideal candidate is dynamic, highly motivated, has a strong work ethic, and is committed to the firm’s growth as a leader in the middle market.

The Vice President supervises a small team of Associates and Analysts and may serve as a Career Advisor to Associates and Senior Associates. The position requires at least seven years of professional work experience, including a minimum of four years of direct transaction experience, preferably in investment banking or another financial vertical. A bachelor’s degree in business, finance, or accounting is required; an MBA is preferred. FINRA Series 7 or 79 and 63 licensure, or active pursuit of licensure, is required.

The role requires strong financial modeling, research, and financial analysis skills; organizational and time-management ability; and excellent communication, problem-solving, interpersonal, and relationship-building skills. The candidate must be able to conduct thorough independent quantitative and qualitative research, manage multiple projects in a fast-paced environment, and travel as needed. Proficiency in Microsoft Office Suite is required; familiarity with research tools such as CapitalIQ is preferred.

The position’s national salary range is $180,000–$250,000. The same range is listed for Maryland and NYC/Long Island/Westchester. Individual offers are determined based on factors including qualifications, experience, skills, and geography. BDO describes its Total Rewards offerings and notes that its ESOP provides participants a beneficial ownership stake in the firm’s success. Benefits may be subject to eligibility requirements.

Requirements

• Bachelor’s degree in business, finance, or accounting.
• Seven or more years of professional work experience, including at least 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 work 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 in investment banking or another financial vertical.
• Familiarity with research tools such as CapitalIQ.

Responsibilities

• Manage and review the work product of junior investment banking professionals.
• Support Managing Directors in firm marketing, business development, and deal execution.
• Oversee preparation, analysis, and explanation of historical and projected financial information.
• Oversee business due diligence.
• Oversee preparation of confidential information memoranda, management presentations, marketing materials, pitch books, and other presentations.
• Oversee creation of quantitative analyses, financial models, and company valuation analyses.
• Conduct extensive, in-depth industry research for client and marketing engagements.
• Build relationships and maintain direct contact with clients, prospective clients, and professional advisors.
• Develop and implement a personal business development program to support long-term success.
• Supervise and lead a small team of Associates and Analysts.
• May act as a Career Advisor to Associates and Senior Associates, as assigned.
• Participate in recruiting and training junior professionals.
• Perform other duties as required.

Benefits

• Employee Stock Ownership Plan (ESOP), providing participants beneficial ownership in the firm.
• Comprehensive compensation and Total Rewards benefits offerings; benefits may be subject to eligibility requirements.

What This Job Offers

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