Managing Director, BDO Capital Advisors - San Francisco - BDO USA

    BDO USA
    BDO USA San Francisco

    18 hours ago

    Description
    Job Summary

    For 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 Duties
    • 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.
    Supervisory Responsibilities
    • 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.
    Qualifications, Knowledge, Skills and Abilities
    Education
    • Bachelor's Degree in Accounting or Finance, required.
    • MBA, required.
    Experience
    • 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.
    License/Certifications
    • FINRA Series 63 and 7 or 79 licenses, or actively pursuing licensure, required.
    Software
    • Proficient in Microsoft Office Suite, required.
    Language
    • N/A
    Other Knowledge, Skills, & Abilities
    • 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

    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


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