Corporate Development Associate

Responsibilities

• Preparation of materials for the executive leadership, Board and other senior team members to analyze quantitatively and qualitatively acquisitions, joint ventures and partnerships that may be important to Dynasty
• Create financial models to support analysis and conclusions
• Maintain quarterly portfolio materials, including KPIs, of Dynasty investments
• Perform detailed research and strategic analysis on the wealth management, wealth technology and other adjacent industries that could be influential on Dynasty’s growth
• Work collaboratively across a cross-functional project or deal teams to conduct diligence, review transaction documents, or coordinate inputs for financial modeling
• Establish a strong relationship with investment banks around opportunities that could be important to Dynasty and its clients
• Work with external counterparties (including investment banks, financial, consulting and/or legal advisors) to help with the origination, review and execution of strategic opportunities
• Write and deliver communications to executives and Board members
• Project manage multiple processes including coordination with internal and external partners

Qualifications

• Strong financial modeling skills, including the following: Valuation analysis, Mergers, acquisitions, and divestitures, Accretion/dilution analysis
• Prior experience in investment banking, corporate development, private equity, consulting, and/or transaction advisory
• Knowledge of financial accounting, capital markets, and valuation concepts
• Strong research skills
• Strong problem solving and conceptual thinking skills
• Advanced communication and presentation skills, both written and oral
• Demonstrated success with project management, including ability to handle multiple concurrent projects
• Experience with Bloomberg, FactSet, S&P Capital IQ, S&P Capital IQ Pro, or similar platform