Description
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.
Responsibilities:
Requirements
Successful candidates will have the following:
Preferred Technical Skills
BENEFITS
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.
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Lead multi-channel marketing strategies as VP, Network Partner Marketing at Dynasty Financial Partners, supporting sophisticated RIA clients in an in-office role based in St. Petersburg, FL.
Serve as a Teller at Truliant, providing accurate financial transactions and personalized member service in Asheboro, NC.
Lead credit decisioning and portfolio management in Commercial Banking at BMO Financial Group to drive client service and business growth.
FUJIFILM Irvine Scientific is looking for a detail-oriented Sr. Financial Analyst to deliver financial insights and support budget management in a hybrid work environment.
Finance Business Partner role at Biomerics focused on financial analysis and collaboration to support strategic business decisions.
Morgan Stanley seeks an Asset Management Analyst to support its U.S. real estate portfolio with analytical insights and property-level management.
Experienced Auditor opportunity at Adtalem Global Education to conduct audits and enhance compliance efforts in a dynamic hybrid work setting.
Contribute to the growth and retention of HNW and UHNW client relationships at M&T Bank by delivering skilled client service and operational support as a Wealth Senior Client Associate.
Experienced Investment Banking Associate needed at Intrepid’s Food & Beverage group in Los Angeles to lead critical M&A advisory functions and client engagements.
MUFG is hiring an Assistant Vice President Credit Risk Professional II to perform counterparty credit analysis and support risk management for its traded products portfolio.
Serve as a Grant Reimbursement Analyst at NYC DOT to support financial compliance and grant reimbursement for transportation projects.
Experienced Finance Director needed to manage Alsip Village's financial operations and lead the Finance Department under the Mayor's supervision.
Contribute to healthcare innovation by supporting and managing investments in cutting-edge medical startups with Cleveland Clinic Ventures.
Lead credit decision-making and client relationship management as Commercial Banking Vice President at BMO Financial Group in Minneapolis.