BDO USA · 2 days ago
BDO Capital Advisors - Investment Banking Senior Associate
Miami, FL
Full-time
Onsite
Mid, Senior Level
$130K/yr - $150K/yr
3+ years expBDO USA is a leading accounting and advisory firm, and they are seeking an Experienced Senior Associate for their Capital Advisors team. The role involves managing client relationships, executing M&A transactions, and leading junior team members while ensuring the successful delivery of client services.
AccountingConsultingFinancial Services
Responsibilities
Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc
Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
Develops client relationships through deal execution and pitching, as appropriate
Analyzes companies and industries and works directly with client management teams
Prepares pitch books, sells memoranda and management presentations
Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas
Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts
Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes)
Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell side transactions
Qualification
Required
Bachelor's degree in Accounting, Business Administration, Economics, Finance, or Statistics, required
Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required
FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required
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
Preferred
MBA, preferred
Experience in middle market M&A sell side investment banking, preferred
Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
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