Note: The job is a remote job and is open to candidates in USA. BDO USA’s Managing Director, Investment Banking advises clients on mergers and acquisitions and strategic solutions. The role develops client relationships and revenue, leads transaction execution and due diligence, and oversees and mentors the execution team.

Responsibilities

• Executes buy-side and sell-side transaction advisory engagements, managing financial and business due diligence assistance for companies, and private equity or debt investors
• Engages in business development activities by marketing services to both external clients and internal partners, developing client networks, and supporting efforts in developing and executing sales and marketing strategies
• Networks with prospects to build revenue producing relationships
• Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions
• Reviews transaction documents, providing insights to clients for negotiations
• Identifies pre- and post-close business opportunities and enhances go-to market strategies
• Commits to satisfying internal and external customers
• Performs 100% of job duties in the office
• Other duties as assigned
• Manages efforts of the team providing guidance with an apprenticeship approach
• Directs the due diligence meetings, and drafts and reviews tailored due diligence reports specific to key issues
• Manages and coordinates the approach of clients throughout the entire transaction process
• Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery
• Leads the day-to-day execution of transactions, including due diligence, valuation analysis, and the negotiation of contracts and other agreements

Skills

• Bachelor's Degree in Accounting or Finance, required
• MBA degree, required
• Ten (10) or more years of experience at an investment bank or similar corporate finance vertical, required
• Experience successfully managing and leading a team of vp's, associates and/or analysts both in person and remotely, preferably at a regional boutique or middle market bank, required
• FINRA Series 63 and 7 or 79 licenses, or in active pursuance of licensure, required
• Proficient in the use of Microsoft Office Suite, required
• Strong business acumen, with analytical and problem-solving skills, as well as the ability to understand how business model decisions impact performance
• Comfort with ambiguity and fluid client situations
• Strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines in a fast-paced environment
• Advanced analytical and modeling skills with attention to detail
• Excellent written and verbal communication with a polished/professional demeanor
• Must be a team player with the ability to work cohesively with colleagues and clients
• Self-motivated and work well under pressure with pro-active follow-up skills
• Experience at a middle market investment bank, preferred

Benefits

• Employee Stock Ownership Plan (ESOP), offering participants a stake in the firm’s success through beneficial ownership.

Company Overview

Company H1B Sponsorship