BDO USA, LLP

Associate, Tax Equity Renewable Energy Investment Banking

BDO USA, LLP$125K — $175K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, or Economics required; MBA preferred
  • 3+ years of experience in investment banking, private equity, or related financial services
  • FINRA Series 79 and 63 licenses preferred
  • Proficient with Microsoft Office and financial research tools like S&P CapitalIQ and Bloomberg
  • Strong verbal, written, and analytical skills

Responsibilities

  • Support execution and origination of M&A transactions
  • Develop financial models including DCF, LBO, and comparable analyses
  • Analyze companies and industries, liaising directly with client management
  • Prepare pitch books and offering memoranda for clients
  • Act as key point of contact for clients and third-party providers
  • Manage deal marketing process and oversee multiple concurrent projects
  • Participate in recruiting and training junior bankers

Benefits

  • Opportunity to work with a top 10 global M&A advisor
  • Exposure to a healthy pipeline of diverse middle market transactions
  • Involvement in managing and developing teams of analysts and associates
  • Ability to build extensive internal and external relationships through dynamic deal execution
  • Growth potential within an international network across 100 countries
Full Job Description
Job Description

Job Summary:

The ideal candidate will have meaningful previous transaction experience and the ability to captain deal execution processes. Associates will develop deliverables and work side-by-side with others on the deal team to create pitch materials, formulate business valuations, and prepare marketing materials. BCA operates with lean teams and Associates must be able to manage processes from pitch to close. BCA has a robust pipeline of prospective and active engagements and is seeking a candidate that can make an immediate impact.

The BCA team specializes in providing sellside M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors.

BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe.

Job Duties:
  • Supports the execution and the origination of M&A transactions
  • Oversees the development of financial models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
  • Analyzes companies and industries and works directly with client management teams
  • Prepares pitch books, offering memoranda and management presentations
  • Serves as key point of contact for client's management team as well as third party providers
  • Structures and manages deal marketing process
  • Manages several projects concurrently and works effectively both as an individual and as a leader of a team, including managing analysts
  • Participates in the recruitment, development, and training of junior bankers (analysts, summer analysts/associates, incoming classes)
  • Develops internal BDO relationships as well as external relationships through deal execution and marketing
  • Other duties as required


Qualifications, Knowledge, Skills and Abilities:

Education:
  • Bachelor's degree from a four-year institution, required; focus in Finance, Accounting, or Economics, preferred
  • Master of Business Administration, preferred

Experience
  • Three (3) or more years of relevant investment banking, private equity or related financial services experience, preferred

License/Certifications:
  • FINRA Series 79 and 63, preferred

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

Other Knowledge, Skills, and Abilities:
  • Excellent verbal and written communication skills
  • Superior analytical and research skills
  • Solid organizational skills, especially the ability to meet project deadlines with a focus on details
  • Ability to successfully multi-task while working independently or within a group
  • Ability to work in a deadline-driven environment and handle multiple projects simultaneously
  • Ability to successfully interact with professionals at all levels
  • Ability to travel, as necessary


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: $125,000 - $175,000
Maryland Range: $125,000 - $175,000
NYC/Long Island/Westchester Range: $125,000 - $175,000

About BDO USA, LLP

BDO USA, LLP is a professional services firm providing assurance, tax, and advisory services to a wide range of publicly traded and privately held companies. The company was founded in 1910 and is headquartered in Chicago, Illinois. BDO USA has more than 60 offices and over 5,000 employees throughout the United States. The company is a member of the BDO International network, which has more than 1,500 offices in over 160 countries.
Learn more about BDO USA, LLP
Size
10,000 employees
Industry
Founded
1910

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