Managing Director, Investment Banking - BDO Capital Advisors

Job Summary:The Managing Director, BDO Capital Advisors advises clients through mergers and acquisitions, and strategic solutions that complement their vision. This role is responsible for driving business development through networking, with the goal of converting prospects to clients. The Managing Director oversees and executes transactions to ensure all deliverables are met appropriately and in a timely manner. Additionally, the Managing Director oversees the workload of the execution team and will act as a mentor for the staff. The person in this role must have an entrepreneurial and metrics driven mindset, focusing on the various goals of the department thereby delivering measurable revenue results. Job Duties:Executes buy-side and sell-side transaction advisory engagements, managing financial and business due diligence assistance for companies, and private equity or debt investorsEngages in business development activities by marketing services to both external clients and internal partners, developing client networks, and supporting efforts in developing and executing sales and marketing strategiesNetworks with prospects to build revenue producing relationshipsAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactionsReviews transaction documents, providing insights to clients for negotiationsIdentifies pre- and post-close business opportunities and enhances go-to market strategiesCommits to satisfying internal and external customersPerforms 100% of job duties in the officeOther duties as assignedSupervisory Responsibilities:Manages efforts of the team providing guidance with an apprenticeship approachDirects the due diligence meetings, and drafts and reviews tailored due diligence reports specific to key issuesManages and coordinates the approach of clients throughout the entire transaction processPerforms as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product deliveryLeads the day-to-day execution of transactions, including due diligence, valuation analysis, and the negotiation of contracts and other agreementsQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s Degree in Accounting or Finance, requiredMBA degree, requiredExperience:Ten (10) or more years of experience at an investment bank or similar corporate finance vertical, requiredExperience at a middle market investment bank, preferredExperience successfully managing and leading a team of vp’s, associates and/or analysts both in person and remotely, preferably at a regional boutique or middle market bank, requiredLicense/Certifications:FINRA Series 63 and 7 or 79 licenses, or in active pursuance of licensure, requiredSoftware:Proficient in the use of Microsoft Office Suite, requiredLanguage:N/AOther Knowledge, Skills, & Abilities:Strong business acumen, with analytical and problem-solving skills, as well as the ability to understand how business model decisions impact performanceComfort with ambiguity and fluid client situationsStrong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines in a fast-paced environmentAdvanced analytical and modeling skills with attention to detailExcellent written and verbal communication with a polished/professional demeanorMust be a team player with the ability to work cohesively with colleagues and clientsSelf-motivated and work well under pressure with pro-active follow-up skillsAbility to travel for client meetings/events during regular work hours, evenings, and/or weekends 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: $250,000 - $350,000 Maryland Range: $250,000 - $350,000 NYC/Long Island/Westchester Range: $250,000 - $350,000 At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date: 2026-02-02