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Experienced Associate, Capital Advisory Expert

2 months ago


Toronto, Ontario, Canada BDO Full time
About the Role

BDO's Capital Advisory team is seeking an Experienced Associate to join our team in Toronto. As a key member of our team, you will be responsible for participating in a range of advisory capital raising assignments, assuming responsibility for the day-to-day execution and delivery of service on projects.

Key Responsibilities
  • Underwrite, structure, and document credit requests, analyzing complex customer financial, organizational, and credit information.
  • Conduct market and industry research, detailed financial analysis, and business valuations to identify relevant business, market, and other commercial risks.
  • Make recommendations to approve or decline transactions based on credit quality, business risk, and market needs.
  • Support senior colleagues in debt advisory transaction-related activities, including handling internal transaction/client take-on process, reviewing and analyzing new transaction material and due diligence reports, and preparing financing models.
  • Operate in a regulated environment, adhering to all regulatory and compliance requirements.
  • Ensure quality of client deliverables by having a strong attention to detail.
  • Be entrepreneurial in nature to drive growth and practice management in our growing team.
What We're Looking For
  • You demonstrate BDO's core values through all aspects of your work: Integrity, Respect, and Collaboration.
  • You understand your client's industry, challenges, and opportunities, and clients describe you as positive, professional, and delivering high-quality work.
  • You identify, recommend, and are focused on effective service delivery to your clients.
  • You share in an inclusive and engaging work environment that develops, retains, and attracts talent.
  • You actively participate in the adoption of digital tools and strategies to drive an innovative workplace.
  • You grow your expertise through learning and professional development.
Requirements
  • Bachelor's Degree in Accounting and/or related field.
  • CA or CPA certification is preferred but not a requirement.
  • Minimum of 2 years' experience at a bank, credit fund, or reputable advisory firm with demonstrable debt structuring and transaction experience.
  • Excellent financial modeling skills in Excel, with a good foundation of building and working with operational and/or finance models.
  • Understanding and ability to determine appropriate capital structures for a given scenario.
  • Ability to review and critically assess transaction materials.
  • Strong analytical and credit analysis skills.
  • Sound understanding of, and ability to analyze, key accounting statements.
  • Proficient in MS Office, including Excel, Word, and PowerPoint.
  • Ability to work quickly and accurately under time pressure.
  • Excellent written and verbal communication skills that help represent diverse communities.
  • Experience in working with diverse teams.