BDO Capital Senior Associate, Investment Banking jobs in United States
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BDO · 11 hours ago

BDO Capital Senior Associate, Investment Banking

BDO is an accounting and advisory organization that offers a place where work is impactful and valued. The BDO Capital Advisors Experienced Senior Associate is responsible for managing client relationships, executing M&A transactions, and overseeing financial modeling while collaborating with a team to deliver exceptional outcomes.

AccountingBusiness DevelopmentFinancial ServicesOutsourcing
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H1B Sponsor Likelynote

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

M&A transactionsFinancial modelingClient relationship managementInvestment banking experienceMicrosoft Office SuiteFINRA Series 7/79Analytical skillsMulti-taskingVerbal communicationWritten communicationOrganizational skills

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)
Flexibility and opportunities for advancement

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