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Experienced Analyst - Investment Banking

Company: Dynasty Financial Partners
Location: Saint Petersburg
Posted on: November 20, 2022

Job Description:

Experienced Analyst - Investment Banking 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 Experienced Analyst will join Dynasty's Investment Banking team and be an integral member supporting our clients on M&A and the underwriting of Dynasty's private equity and debt investments. Additionally, the Experienced Analyst will play a significant role in (i) helping to create new firms in the Dynasty Network by creating startup P&Ls for advisor teams seeking independence, and (ii) Dynasty's corporate development activities. 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 advancement. Responsibilities of the candidate will include the following:

  • Financial Modeling. Financial modeling is used in M&A, credit and valuation analysis as well during the sales cycle to recruit new advisors onto the Dynasty platform. The candidate should be familiar using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of the materials, and often times will serve as the first line of defense in reviewing a potential transaction.
  • Valuations. The candidate will support the M&A team to conduct valuations for wealth 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.
  • Equity & Credit Analysis. The candidate should be familiar with equity & credit analysis and key leverage ratios of financial services companies. In particular, the candidate should have experience with underwriting financial services companies and creating and managing KPIs post underwrite.
  • Corporate Development. Work with other members of the team to periodically evaluate strategic opportunities applicable to Dynasty
  • Monitor Relevant Industry Trends and News. The candidate will be expected to monitor and report on trends and news within the Wealth Management industry. In addition, (s)he will track transactions in the industry and manage communication of the transactions to the team. Successful candidates will have the following:
    • 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 success academically and/or in prior roles
    • Enthusiastic self-starter with strong communication and interpersonal skills
    • Desire to learn 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
    • Detail oriented 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 and/or relocate to Saint Petersburg, Florida Preferred Technical Skills
      • 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

        At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued. 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.

Keywords: Dynasty Financial Partners, St. Petersburg , Experienced Analyst - Investment Banking, Accounting, Auditing , Saint Petersburg, Florida

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