Associate, Tax Equity Advisors

Job Description

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.

• 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

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

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

• FINRA Series 79 and 63, preferred

• Proficient in Microsoft Office Suite and research tools such as S&P CapitalIQ, Fact Set, Bloomberg, and Intralinks, preferred

• 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

National Range: $125,000 - $175,000

Maryland Range: $125,000 - $175,000

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

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. 'BDO USA, P.A. is an EO employer M/F/Veteran/Disability'