Senior Analyst, Investment Banking jobs in United States
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BDO · 1 month ago

Senior Analyst, Investment Banking

BDO Capital Advisors (BCA) is a leading middle market investment bank seeking a motivated Analyst with previous investment banking experience. The role involves supporting M&A transactions, developing financial models, and preparing pitch materials while gaining exposure to a wide range of industries and investment banking transactions.

AccountingBusiness DevelopmentFinancial ServicesOutsourcing
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H1B Sponsor Likelynote

Responsibilities

Supports the execution and the origination of M&A transactions
Develops financial models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
Analyzes companies and industries and work directly with client management teams
Prepares pitch books, offering memoranda and management presentations
Organizes and manage responses to inquiries from potential investors as well as coordinate other diligence activities
Manages several projects concurrently
Other duties as required

Qualification

Investment banking experienceFinancial modelingAccounting knowledgeFINRA Series 79 licenseMicrosoft Office SuiteAnalytical skillsMultitasking abilityVerbal communicationWritten communicationOrganizational skills

Required

Bachelor's degree, required; focus in Finance, Accounting, or Economics, preferred
FINRA Series 79 and 63 licenses (if not currently held, will be required shortly after hire), required
Excellent verbal and written communication skills
Strong analytical and research skills
Solid organizational skills with exceptional attention to detail
Ability to successfully multitask while working independently or within a group
Ability to work in a deadline-driven environment and manage multiple projects simultaneously
Understanding of basic accounting and valuation methodologies
Ability to travel, as necessary

Preferred

focus in Finance, Accounting, or Economics
One (1) or more years of investment banking, private equity or related financial services experience, preferred
Proficient in of Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks, preferred

Company

BDO is the leading provider of professional services within the mid-tier of our profession.

H1B Sponsorship

BDO 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 Stage

Leadership Team

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Barbara Derus
Managing Partner South Central Region - Transfer Pricing
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Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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Company data provided by crunchbase