Analyst, Investment Banking, Capital Advisors

BDO USA

San Francisco, CAFresher3h agovia LinkedIn

This job at a glance

Who can apply
New grads and up to 1 year · BCA
Must know
ValuationOperationsFinancial modelingMicrosoft OfficeBloomberg
Nice to have
Accounting
Work
On-site in San Francisco
Pay
Not stated by the employer.
Listed
Nov 10, 2026 · still open

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About the Role

BDO Capital Advisors (BCA) is seeking a motivated Analyst to join the firm’s expanding practice. The ideal candidate will have a strong grasp of accounting, valuation, and modelling concepts and will possess strong written and verbal communication skills. Analysts actively participate in every phase of a client engagement, gaining in-depth exposure to company financials and operations across a wide range of industries, and to the execution of investment banking transactions.

Key Responsibilities

  • Supports the execution and origination of M&A transactions.
  • Develops 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.
  • Organizes and manages responses to inquiries from potential investors and coordinates other diligence activities.
  • Manages several projects concurrently.
  • Other duties as required.

Requirements & Tech Stack

  • Proficient in Microsoft Office Suite.
  • Proficient in research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks.

Qualifications

  • Bachelor’s degree from a four-year institution, required; focus in Finance, Accounting, or Economics, preferred.
  • Internship in investment banking or finance-related field, preferred.
  • Excellent verbal and written communication skills.
  • Strong analytical and research skills.
  • Solid organizational skills with exceptional attention to detail.
  • Ability to successfully multitask while working independently or within a group.
  • Ability to work in a deadline-driven environment and manage multiple projects simultaneously.
  • Understanding of basic accounting and valuation methodologies.
  • Ability to travel, as necessary.

Licenses & Certifications

  • FINRA Series 79 and 63 licenses, preferred (if not currently held, will be required shortly after hire).

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