Investment Banking Associate

Dynasty Financial Partners, LLC•St. Petersburg, FL

About The Position

The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, our investment bank is focused primarily on supporting independent RIAs buy and sell-side M&A support, succession planning and consulting, conducting valuations and underwriting/deploying capital. The Associate joining Dynasty’s Investment Bank team will become an integral member of the team. This individual should be familiar with M&A deal execution for buy and sell-side processes, working with and/or managing junior deal team members and have familiarity underwriting lower middle loans and private equity investments. Additionally, the Associate will play a significant role in helping to create new RIA firms that become part of the Dynasty Network by advising on items such as launch P&Ls, capitalization and shareholding structure. The Associate will be expected to learn, understand and collaborate across departments within Dynasty and with resource partners outside of Dynasty to deliver best in class service to our clients. This role is intended to be dynamic and demanding with the potential for advancement.

Requirements

Finance major (other majors will be considered as applicable) with at least 3 years of investment banking experience
Investment banking, credit training or leverage finance experience from a major financial institution a plus
Comfortable building 3-statement operating models
Demonstrated track record of success academically and/or in prior roles
Enthusiastic self-starter with strong communication and interpersonal skills
Desire to learn and contribute to an entrepreneurial culture
Familiarity with databases such as Factset and Fintrx
Excellent writing, presentation, and organizational skills
Detail oriented with the ability to execute complex projects
Strong desire to work in a fast past, high performing team with a willingness to learn new skills and concepts
Comfortable being in a client facing role

Nice To Haves

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

Responsibilities

Investment Banking Experience. At least 3 years of investment banking work experience is a must; however; direct M&A experience in the wealth management industry is preferred but not required.
Financial Modeling. The candidate should have strong technical experience in financial modeling and be familiar have direct deal experience in M&A and valuations. The candidate should be familiar using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of client materials.
Valuations. The candidate will support the growth of our M&A advisory practice and capital strategies portfolio to conduct valuation of wealth management, asset management and other financial services companies. The candidate should be familiar with using discounted cash flow models as well as other suitable valuation methodologies for financial analysis and converting these models into client ready presentations.
Credit Analysis. The candidate should be familiar with credit analysis and key leverage ratios of financial services companies. In particular, the candidate should have experience with underwriting financial services companies and key ratios and performance indicators of wealth management businesses.
Corporate Development. Work with other members of the investment bank to periodically evaluate strategic opportunities applicable to Dynasty Financial Partners
Monitor Relevant Industry Trends and News. The candidate will be expected to monitor and report on trends and news within the wealth management industry.