Vice President, BDO Capital Advisors - Investment Banking

Job Summary:

The Vice President, BDO Capital Advisors is an integral part of the transaction and business development team. This role oversees the preparation of financial analyses, conducts due diligence, develops marketing materials, and participates in the execution of a wide variety of transactions. This position also plays an integral role in managing client interactions as well as leading marketing efforts. Additionally, the Vice President, BDO Capital Advisors is actively involved in the recruiting and training of junior professionals. Ideal candidates for this position are dynamic, highly motivated individuals with a strong work-ethic and demonstrate a commitment to the growth of the firm as a leader in the middle market.

Job Duties:

Manages and reviews work product of junior investment banking professionals

Supports Managing Directors in all aspects of firm marketing, business development, and deal execution

Oversees the preparation, analysis, and explanation of historical and projected financial information

Oversees business due diligence

Oversees the preparation of confidential information memoranda, management presentations, marketing materials, pitch books, and other presentations as needed

Oversees the creation of quantitative analyses, financial models, company valuation analyses, etc.

Performs extensive and in-depth industry research to support client and marketing engagements

Builds relationships and maintains direct contact with clients, prospective clients, and professional advisors

Develops and implements a personal business development program to position the role for long-term success

Other duties as required

Supervisory Responsibilities:

Supervises and leads a small team of Associates/Analysts

May act as a Career Advisor to Associates and Senior Associates, as assigned

Qualifications, Knowledge, Skills, and Abilities:

Education:

Bachelor’s degree in business, finance, or accounting, required

MBA, preferred

Experience:

Seven (7) or more years of professional work experience with a minimum of 4 years of direct transaction experience preferably within Investment Banking or other financial vertical, required

License/Certifications:

FINRA Series 7 or 79 and 63, or in active pursuance of licensure, required

Software:

Proficient in the use of Microsoft Office Suite, required

Research tools such as CapitalIQ, preferred

Language:

N/A

Other Knowledge, Skills, & Abilities:

Superior organizational and time management skills and the ability to efficiently manage multiple projects in a fast-paced work environment

Excellent written and verbal communication, listening, problem solving, interpersonal, and relationship-building skills

Strong financial modeling, research, and financial analysis skills

Ability to conduct thorough, independent quantitative and qualitative research

Ability to travel as needed

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: $180,000 - $250,000 Maryland Range: $180,000 - $250,000 NYC/Long Island/Westchester Range: $180,000 - $250,000

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.

As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.

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/vets Click here to find out more !