- Execute buy‑side and sell‑side transaction advisory engagements, managing financial and business due diligence for companies, private equity or debt investors.
- Engage in business development activities, marketing services to external clients and internal partners, supporting sales and marketing strategies.
- Network with prospects to build revenue‑producing relationships.
- Analyze client data for financial and operating trends, quality of earnings, working capital, liabilities, and risks, guiding decision‑makers.
- Review transaction documents and provide negotiation insights.
- Identify pre‑ and post‑close business opportunities and enhance go‑to‑market strategies.
- Commit to satisfying internal and external customers.
- Perform 100% of job duties in the office.
- Other duties as assigned.
- Manage the team's efforts with an apprenticeship approach.
- Direct due diligence meetings, draft and review tailored reports for key issues.
- Coordinate client approach throughout the transaction process.
- Lead engagement, serve as principal contact, oversee deliverables, and provide real‑time feedback to clients and providers.
- Lead day‑to‑day transaction execution, including due diligence, valuation, and contract negotiation.
- Bachelor's Degree in Accounting or Finance, required.
- MBA, required.
- Ten (10) or more years at an investment bank or similar corporate finance vertical, required.
- Experience at a middle‑market investment bank, preferred.
- Experience managing and leading a team of VPs, associates, and/or analysts (in person and remotely), preferably at a regional boutique or middle‑market bank, required.
- FINRA Series 63 and 7 or 79 licenses, or actively pursuing licensure, required.
- Proficient in Microsoft Office Suite, required.
- N/A
- Strong business acumen and analytical problem‑solving skills, understanding business model impact on performance.
- Comfort with ambiguity and fluid client situations.
- Strong time‑management skills, ability to multi‑task and prioritize simultaneous deadlines.
- Advanced analytical and modeling skills with attention to detail.
- Excellent written and verbal communication with a polished/professional demeanor.
- Team player capable of working cohesively with colleagues and clients.
- Self‑motivated and capable of working under pressure with proactive follow‑up skills.
- Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends. xhmxlyz
- Work in company
Deals - EY Capital Advisors - Investment Banking - Technology-Analyst-San Francisco
Only for registered members
As an M&A Investment Banking Experienced Analyst you'll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world-class, global execution capabilities. · Advise companies regar ...
San Francisco, CA1 month ago
- Work in company
Deals - EY Capital Advisors - Investment Banking - Technology-Analyst-San Francisco
Only for registered members
At EY Capital Advisors we help clients with M&A and corporate finance engagements in the Technology sector. · ...
San Francisco $100,000 - $125,000 (USD)1 month ago
-
This · "Venture Scout" job posting was not done by Atlas Capital Advisors... We have contacted LInkedIn to report. · ...
San Francisco4 weeks ago
-
We seek a seasoned Senior Foreign Exchange Advisor to lead client coverage for FX payments and risk management solutions.This role will drive revenue growth and new client acquisition, strengthen existing client relationships, and expand our market footprint by offering bespoke h ...
Walnut Creek $186,225 - $200,000 (USD)1 week ago
-
We seek a seasoned Senior Foreign Exchange Advisor to lead client coverage for FX payments and risk management solutions. ...
Walnut Creek, CA1 week ago
-
Tax Senior Manager, Alternative Investments · Ready to make your application Please do read through the description at least once before clicking on Apply. · Job Description · Job Summary: · As a team member in our Alternative Investments practice, the Tax Senior Manager will ass ...
San Francisco18 hours ago
-
A leading financial advisory firm is seeking a Tax Senior Manager to provide tax compliance and consulting services to clients in venture capital, private equity, and real estate sectors. · Candidates should take the time to read all the elements of this job advert carefully Plea ...
San Francisco18 hours ago
-
We are looking for experienced Go-To-Market (GTM) experts to support founders as they scale revenue, operations and growth strategy. As a GrowthOS Advisor you will work directly with high-potential founders leveraging Initio Capital's tools frameworks and deal flow while building ...
San Francisco, CA1 month ago
-
This role is ideal for experienced professionals who want to leverage their expertise with multiple startups, increase income through advisory work, and operate flexibly without traditional employment constraints. · Advise founders on business strategy, go-to-market, growth, or o ...
San Francisco, CA1 month ago
-
This role is designed for experienced GTM Advisors, Growth Consultants, Marketing Consultants and Revenue product marketing and demand leaders. You will advise founders on go-to-market strategy and execution. Engagements are flexible and aligned to your availability. · ...
San Francisco, CA1 month ago
-
+FutureSight is hiring an experienced and visionary Founding CEO for a B2B WealthTech advisor AI copilot. · The new venture is revolutionizing how financial advisors process information to deliver proactive, personalized guidance at scale. · ...
San Francisco Full time3 weeks ago
-
We are recruiting for top tier advisors and teams throughout the California market. · ...
San Francisco, California, United States1 week ago
-
We are looking for a Senior Director of Capital Markets and Corporate Development at Together AI. · ...
San Francisco, CA3 weeks ago
-
As Senior Director of Capital Markets and Corporate Development at Together, you will lead sophisticated financing structures and corporate development initiatives to support the company's infrastructure growth. · ...
San Francisco $280,000 - $350,000 (USD)3 weeks ago
-
The Internship Program at Union Square Advisors provides candidates with an unparalleled opportunity to gain deep domain expertise in mergers and acquisitions (M&A) and capital raising within the technology sector. · ...
San Francisco, CA1 week ago
-
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, · J.P. Morgan Advisors, · Personal Advisors and Self-Directed - our digital investing platform. · Be ...
San Francisco, CA, United States1 week ago
-
We're looking for a Financial Advisor to support our advisors and clients with financial expertise and planning background. · Generate and update financial plans for prospective clients in planning software · Analyze and recommend investment portfolios for clientsPerform tax impa ...
San Francisco1 week ago
-
We are seeking an outstanding Associate or Vice President to join our growing SPAC sponsorship and advisory platform. · This is a fast-paced, high-accountability environment. Successful candidates will be comfortable operating with limited hierarchy, managing multiple live workst ...
San Francisco2 weeks ago
-
We are seeking a Senior Associate or Vice President to join our Secondary Advisory team in San Francisco. · ...
San Francisco $200,000 - $275,000 (USD)5 days ago
-
Jefferies is seeking a Senior Associate or Vice President to join its Secondary Advisory team in San Francisco. · ...
San Francisco, CA5 days ago
Managing Director, BDO Capital Advisors - San Francisco - BDO USA
Description
Job SummaryFor a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.
The Managing Director at BDO Capital Advisors advises clients through mergers & acquisitions and strategic solutions, driving business development through networking to convert prospects into clients. The Managing Director oversees transaction execution, ensures deliverables are met on time, manages the execution team's workload, mentors staff, and focuses on measurable revenue results with a metrics‑driven mindset.
Job DutiesEducation
Individual salaries are determined after considering numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $225,000 - $300,000
Maryland Range: $225,000 - $300,000
NYC/Long Island/Westchester Range: $225,000 - $300,000
-
Deals - EY Capital Advisors - Investment Banking - Technology-Analyst-San Francisco
Only for registered members San Francisco, CA
-
Deals - EY Capital Advisors - Investment Banking - Technology-Analyst-San Francisco
Only for registered members San Francisco
-
Venture Scout is a scam
Only for registered members San Francisco
-
Capital Markets Sr Foreign Exchange Advisor
Only for registered members Walnut Creek
-
Capital Markets Sr Foreign Exchange Advisor
Only for registered members Walnut Creek, CA
-
Tax Senior Manager, Alternative Investments
BDO Capital Advisors, LLC- San Francisco
-
Lead Tax Strategist, Alternative Investments
BDO Capital Advisors, LLC- San Francisco
-
Growth Consultant
Only for registered members San Francisco, CA
-
Startup Advisor
Only for registered members San Francisco, CA
-
Marketing Consultant
Only for registered members San Francisco, CA
-
Co-Founder & CEO - AI WealthTech
Full time Only for registered members San Francisco
-
Private Wealth Advisor
Only for registered members San Francisco, California, United States
-
Senior Director, Capital Markets
Only for registered members San Francisco, CA
-
Senior Director, Capital Markets
Only for registered members San Francisco
-
Investment Banking 2027 Summer Analyst
Only for registered members San Francisco, CA
-
J.P. Morgan Wealth Management
Only for registered members San Francisco, CA, United States
-
Associate Financial Advisor
Only for registered members San Francisco
-
Associate / Vice President
Only for registered members San Francisco
-
Investment Banking Associate/Vice President
Only for registered members San Francisco
-
Investment Banking Associate/Vice President
Only for registered members San Francisco, CA