Senior Analyst, Investment Banking jobs in United States
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BDO USA · 20 hours ago

Senior Analyst, Investment Banking

BDO Capital Advisors is a leading middle market investment bank seeking a motivated Analyst with investment banking experience to join their Richmond, Virginia office. The role involves supporting M&A transactions, developing financial models, and preparing pitch materials while gaining exposure to various industries and investment banking transactions.

AccountingConsultingFinancial Services
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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

Financial modelingInvestment banking experienceAccounting knowledgeMicrosoft Office SuiteResearch tools proficiencyAnalytical skillsMultitasking abilityDeadline managementVerbal communicationWritten communicationOrganizational skillsAttention to detail

Required

Bachelor's degree, required; focus in Finance, Accounting, or Economics, preferred
One (1) or more years of investment banking, private equity or related financial services experience, 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

Proficient in of Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks

Benefits

Flexibility and opportunities for advancement
Employee Stock Ownership Plan (ESOP)
Annual allocation to the ESOP is fully funded by BDO through investments in company stock
Grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions

Company

BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.

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 Stage
Total Funding
$1.3B
Key Investors
Apollo
2023-08-15Debt Financing· $1.3B

Leadership Team

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Catherine Moy
Chief People Officer
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Cristin Boynton
Principal, Tax Automation & Innovation
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Company data provided by crunchbase