Corporate Development Associate

Dynasty Financial Partners•St Petersburg, FL

About The Position

The Corporate Development Senior Associate is a critical role that will help the executive leadership team perform financial and strategic analysis of potential acquisition & divestiture transactions for Dynasty and play a key role in all transaction phases, including origination, negotiation, structuring, due diligence and execution. The Senior Associate will be a key team member in support of Dynasty’s overall corporate goals and strategy and will work closely with departments across Dynasty to bring an integrated approach to the review of opportunities. These cross functional areas may include the executive team, corporate strategy, finance, legal and technology departments. In addition to evaluating corporate development opportunities, the Senior Associate may be involved in joint ventures and strategic partnerships.

Requirements

Strong financial modeling skills, including the following: Valuation analysis, Mergers, acquisitions, and divestitures, Accretion/dilution analysis
Prior experience in investment banking, corporate development, private equity, consulting, and/or transaction advisory
Knowledge of financial accounting, capital markets, and valuation concepts
Strong research skills
Strong problem solving and conceptual thinking skills
Advanced communication and presentation skills, both written and oral
Demonstrated success with project management, including ability to handle multiple concurrent projects
Bachelor’s Degree
2+ years of experience in investment banking, corporate development, private equity, consulting, and/or transaction advisory, or a combination
Experience with Bloomberg, FactSet, S&P Capital IQ, S&P Capital IQ Pro, or similar platform

Nice To Haves

Wealth management industry experience a plus but not required

Responsibilities

Preparation of materials for the executive leadership, Board and other senior team members to analyze quantitatively and qualitatively acquisitions, joint ventures and partnerships that may be important to Dynasty
Creation of financial models to support analysis and conclusions
Maintaining quarterly portfolio materials, including KPIs, of Dynasty investments
Performing detailed research and strategic analysis on the wealth management, wealth technology and other adjacent industries that could be influential on Dynasty’s growth
Working collaboratively across a cross-functional project or deal teams to conduct diligence, review transaction documents, or coordinate inputs for financial modeling
Establishing a strong relationship with investment banks around opportunities that could be important to Dynasty and its clients
Working with external counterparties (including investment banks financial, consulting and/or legal advisors) to help with the origination, review and execution of strategic opportunities
Writing and delivering communications to executives and Board members
Project managing multiple processes including coordination with internal and external partners