Vice President, Capital Advisors
Location: Stamford
Posted on: June 23, 2025
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Job Description:
The Vice President, BDO Capital Advisors is an integral part of
the transaction and business development team. This role oversees
the preparation of financial analyses, conducts due diligence,
develops marketing materials, and participates in the execution of
a wide variety of transactions. This position also plays an
integral role in managing client interactions as well as leading
marketing efforts. Additionally, the Vice President, BDO Capital
Advisors is actively involved in the recruiting and training of
junior professionals. Ideal candidates for this position are
dynamic, highly motivated individuals with a strong work-ethic and
demonstrate a commitment to the growth of the firm as a leader in
the middle market. Job Duties: Manages and reviews work product of
junior investment banking professionals Supports Managing Directors
in all aspects of firm marketing, business development, and deal
execution Oversees the preparation, analysis, and explanation of
historical and projected financial information Oversees business
due diligence Oversees the preparation of confidential information
memoranda, management presentations, marketing materials, pitch
books, and other presentations as needed Oversees the creation of
quantitative analyses, financial models, company valuation
analyses, etc. Performs extensive and in-depth industry research to
support client and marketing engagements Builds relationships and
maintains direct contact with clients, prospective clients, and
professional advisors Develops and implements a personal business
development program to position the role for long-term success
Other duties as required Supervisory Responsibilities: Supervises
and leads a small team of Associates/Analysts May act as a Career
Advisor to Associates and Senior Associates, as assigned
Qualifications, Knowledge, Skills, and Abilities: Education:
Bachelor’s degree in business, finance, or accounting, required
MBA, preferred Experience: Seven (7) or more years of professional
work experience with a minimum of 4 years of direct transaction
experience preferably within Investment Banking or other financial
vertical, required License/Certifications: FINRA Series 7/79 and
63, required Software: Proficient in the use of Microsoft Office
Suite, required Research tools such as CapitalIQ, preferred
Language: N/A Other Knowledge, Skills, & Abilities: Superior
organizational and time management skills and the ability to
efficiently manage multiple projects in a fast-paced work
environment Excellent written and verbal communication, listening,
problem solving, interpersonal, and relationship-building skills
Strong financial modeling, research, and financial analysis skills
Ability to conduct thorough, independent quantitative and
qualitative research Ability to travel as needed 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: $150,000 - $225,000 Maryland Range: $150,000 -
$225,000 NYC/Long Island/Westchester Range: $150,000 - $225,000
About Us Join us at BDO, where you will find more than a career,
you’ll find a place where your work is impactful, and you are
valued for your individuality. We offer flexibility and
opportunities for advancement. Our culture is centered around
making meaningful connections, approaching interactions with
curiosity, and being true to yourself, all while making a positive
difference in the world. At BDO, our purpose of helping people
thrive every day is at the heart of everything we do. Together, we
are focused on delivering exceptional and sustainable outcomes and
value for our people, our clients, and our communities. BDO is
proud to be an ESOP company, reflecting a culture that puts people
first, by sharing financially in our growth in value with our U.S.
team. BDO professionals provide assurance, tax and advisory
services for a diverse range of clients across the U.S. and in over
160 countries through our global organization. BDO is the first
large accounting and advisory organization to implement an Employee
Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP
offers participants a stake in the firm’s success through
beneficial ownership and a unique opportunity to enhance their
financial well-being. The ESOP stands as a compelling addition to
our comprehensive compensation and Total Rewards benefits*
offerings. The annual allocation to the ESOP is fully funded by BDO
through investments in company stock and grants employees the
chance to grow their wealth over time as their shares vest and grow
in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle
market leaders by sharing insight-driven perspectives, helping
companies take business as usual to better than usual. With
industry knowledge and experience, a breadth and depth of
resources, and unwavering commitment to quality, we pride ourselves
on: Welcoming diverse perspectives and understanding the experience
of our professionals and clients Empowering team members to explore
their full potential Our talented team who brings varying skills,
knowledge and experience to proactively help our clients navigate
an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and
help our clients transform theirs Focus on resilience and
sustainability to positively impact our people, clients, and
communities BDO Total Rewards that encompass so much more than
traditional “benefits.” *Benefits may be subject to eligibility
requirements. Equal Opportunity Employer, including
disability/vets
Keywords: , East Hartford , Vice President, Capital Advisors, Accounting, Auditing , Stamford, Connecticut