Job Description
Description:
The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, we power the growth of independent RIAs through a variety of different ways.
The Investment Banking Analyst will join Dynasty’s Investment Banking team and be an integral member supporting our clients on buy-side and sell-side M&A mandates, tucking in new advisors that want to join one of our clients and the underwriting of Dynasty’s private equity and debt investments. Additionally, the Experienced Analyst will play a significant role in (i) working with our business development team to model startup P&Ls for new advisor teams seeking independence, (ii) helping to monitor our current portfolio of investments and (iii) supporting Dynasty’s corporate development activities for Dynasty as a whole.
The candidate will be expected to learn, understand and collaborate across departments to deliver best in class service to our clients. Dynasty’s Investment Banking division is led and staffed by former senior investment banking and private equity professionals. This role is intended to be dynamic and demanding with the potential for growth and advancement.
Responsibilities:
Successful candidates will have the following:
Preferred Technical Skills
BENEFITS
EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
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