Summer Analyst

Dynasty Financial Partners•St Petersburg, FL

9d•Onsite

About The Position

Are you looking for an internship where your work directly contributes to a billion-dollar plus business? Headquartered in St. Petersburg, Florida, Dynasty Financial Partners powers the back and middle office of independent financial advisors within the wealth management industry operating as RIAs (Registered Investment Advisor). For 15 plus years, Dynasty has supported a select group of advisor-owned RIAs to help them better serve their clients, grow their businesses, and build long-term enterprise value. As of Q2 2026, the Dynasty Network includes 750+ advisors managing $142B+ in platform assets, growth that's backed by some of the largest names in finance. As a premier WealthTech platform, Dynasty Financial Partners enhances RIAs in its network by delivering proprietary middle and back-office support such as technology, growth and investment platform capabilities. In addition, Dynasty’s investment bank offers flexible capital solutions and M&A support for advisors inside and outside the network, helping them grow, scale, and even liquidate their business. During the program, summer analysts get real ownership over work that drives the business. Over the 10-week period, summer analysts will be assigned to support up to two business units within the firm. Below is a broad description of the business units covered in our program.

Requirements

Successful candidates will showcase the following attributes:
Excellent working knowledge of Microsoft Office products, specifically Excel and PowerPoint.
Ability to work effectively and collaboratively in a fast-paced, entrepreneurial, and demanding environment.
Excellent communication skills, ability to work with colleagues closely and effectively.
Detail-oriented and thorough in completing projects/tasks.
Intellectual curiosity and critical thinking skills.
Self-starter, must have the initiative and ability to complete tasks with minimal supervision.

Responsibilities

Onboarding new advisors and client accounts from previous advisory firms that want to join the Dynasty network and utilize our services to grow their RIAs. High level of logistical planning and project management can be expected.
Account servicing and lifecycle management, trade execution/rebalancing/model management, billing/advisor payouts, transaction reconciliation, and oversight of investment managers and programs — possibility to engage in client facing related business activities.
Provides Outsourced CFO services to RIA Network Partners. Services include preparation of all phases of the accounting cycle, production of monthly financial statement packages, preparation of operating budgets and financial projections. Financial performance is review with each Network Partner quarterly. Opportunity to engage in client facing related functions.
Understanding what's important to our clients, business consulting, contract and pricing negotiation, and playing a “quarterback” role for the relationship. Learning/Managing a CRM (Salesforce) and updating raw data related to the network partner and/or their clients.
Recruiting and onboarding for the firm, supporting summer analyst program logistics and culture-building, with exposure to payroll and tax coordination alongside the Finance team.
Exposure to M&A transactions and strategic advisory engagements, including the development of pitch book presentations, marketing materials, industry research, and other deal-related materials. Summer Analysts will gain insight into transaction execution while working alongside senior bankers with prior bulge bracket experience across a variety of client engagements and capital deployment opportunities on both sides of the capital stack.
Exposure to investor-advisor matching within the Dynasty Network, prospecting strategies, and CRM-driven business development processes. There may also be opportunities to observe advisor outreach efforts, including prospecting and cold-calling activities that support institutional sales initiatives.
Support data cleansing and analysis in Salesforce, help manage the pipeline, and build reports that inform the team's sales process. You'll develop a working understanding of the competitive landscape across the wealth management industry, with possible exposure to live deals the team is actively working on.
Assisting Network RIAs with regulatory filings, reviewing marketing and client communications, performing compliance best practice checks, and helping firms stay aligned with applicable regulatory requirements and internal policies.
Split across Corporate Marketing/PR and Network Partner Marketing/PR – day-to-day tasks involve brand management and deliverables, campaigns, email content, social content, and press for both Dynasty and our Network Partners.
Conducting portfolio analysis, understanding Dynasty Managed Model offering, learning about Dynasty's Platform offerings, developing market outlooks, performing other investment research, and supporting advisor-facing platform education and consulting.
Work closely with different groups within our technology organization, embedding with the teams that run data and analytics, software and AI engineering, product, plus Dynasty Labs, our innovation arm that partners with leading technology companies to build AI products for the Network, including the Dynasty AI Suite and the Dynasty Virtual Assistant. You work hands-on with the same frontier AI development tooling our engineers ship with.
Exposure across the team's three core functions: FP&A (budgeting and forecasting), Accounting, and Middle Office (internal reporting) — plus evaluating corporate development opportunities, projecting revenues, updating pricing models, and paying invoices.