BDO USA, LLP

Associate, Tax Equity Renewable Energy Investment Banking

BDO USA, LLP$125K — $175K *
Miami, FL 33186In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, or Economics; MBA preferred
  • 3+ years of experience in investment banking or private equity
  • FINRA Series 79 and 63 certifications preferred
  • Proficient with Microsoft Office and financial research tools like S&P CapitalIQ, FactSet, Bloomberg
  • Excellent analytical, organizational, and communication skills

Responsibilities

  • Support M&A transaction execution and origination
  • Develop financial models including DCF, accretion/dilution, and LBO analyses
  • Analyze companies and industries, collaborating with management teams
  • Prepare pitch books, offering memoranda, and management presentations
  • Act as primary contact for client management and third-party providers
  • Manage deal marketing processes and multiple projects
  • Recruit, train, and develop junior bankers, while fostering internal and external BDO relationships

Benefits

  • Opportunities for professional growth in a lean team environment
  • Exposure to a diverse portfolio of middle market clients across multiple industries
  • Assistance with obtaining relevant financial licenses and certifications
  • Collaborative work culture with experienced professionals
  • Possibility for travel to meet clients and partners
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.

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

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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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