Senior Associate, Investment Banking

Experienced Senior Associate

The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and resolution of client matters while taking direction and receiving guidance from senior management members. The Experienced Senior Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research and assisting in the development of client presentations and appropriate documentation.

Job duties include:

• Supporting the execution and origination of M&A transactions including private sell-sides, buy-sides, etc.
• Overseeing the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
• Developing client relationships through deal execution and pitching, as appropriate
• Analyzing companies and industries and working directly with client management teams
• Preparing pitch books, sells memoranda and management presentations
• Managing several projects at once and working effectively as an individual and as a leader of a team, including managing associates and analysts
• Participating in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes)

Supervisory responsibilities include:

• Supervising and leading small teams of Associates and Analysts to complete necessary work products as related to individual sell side transactions

Qualifications, knowledge, skills and abilities include:

Education:

• Bachelor's degree in Accounting, Business Administration, Economics, Finance, or Statistics, required
• MBA, preferred

Experience:

• Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required
• Experience in middle market M&A sell side investment banking, preferred

License/Certifications:

• FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required

Software:

• Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred

Other knowledge, skills & abilities:

• Excellent verbal and written communication skills
• Superior analytical and research skills
• Solid organizational skills especially ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Ability to successfully interact with professionals at all levels

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $135,000 - $175,000 Maryland Range: $135,000 - $175,000 NYC/Long Island/Westchester Range: $135,000 - $175,000