Investment Banking Analyst

Dynasty Financial Partners, LLC • St. Petersburg, FL

191d

About The Position

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.

Requirements

• Recent finance major (other majors will be considered as applicable)
• Investment banking, private equity, credit training or leverage finance experience from a major financial institution a plus
• Comfortable building discounted cash flow analyses and creating 3-statement operating models
• Demonstrated track record of academic success and/or in prior roles
• Enthusiastic self-starter with strong communication and interpersonal skills
• Desire to learn to contribute to an entrepreneurial culture
• Familiarity with financial services technology and databases such as FactSet, SNL, Capital IQ and Discovery data
• Excellent writing, presentation, and organizational skills
• Strong attention to detail with the ability to execute complex projects
• Interest in working in a fast-paced, small team environment, with a willingness to learn new skills and concepts
• Comfortable being in a client facing role
• Series 79 license required
• Interest to live in and/or relocate to the Tampa / Saint Petersburg, FL area

Nice To Haves

• Strong proficiency with Microsoft Office Suite, particularly Excel and Powerpoint
• Strong working knowledge of corporate finance
• Ability to use Salesforce reporting tools
• Ability to multi-task and prioritize

Responsibilities

• Financial Modeling: Exceptional financial modeling skills used in M&A, valuation and credit analysis as well as P&L modeling during the sales cycle to recruit new advisors onto the Dynasty platform.
• Valuations: Support the M&A team to conduct valuations for wealth management and other financial services companies using discounted cash flow models and other suitable valuation methodologies.
• Equity & Credit Analysis: Familiarity with equity & credit analysis and key leverage ratios of financial services companies, with experience in underwriting financial services companies.
• Corporate Development: Work with team members to evaluate strategic opportunities applicable to Dynasty.
• Monitor Relevant Industry Trends and News: Monitor and report on trends and news within the Wealth Management industry, track transactions, and manage communication of the transactions to the team.

Benefits

• Health Insurance
• Dental insurance
• Vision insurance
• Retirement plan 401(k)
• 401(k) matching
• Paid Time Off
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree