Financial Services Analyst

2 months ago


St Petersburg, United States Dynasty Financial Partners Full time

About Dynasty Financial Partners

Dynasty Financial Partners is a leading provider of wealth management services, empowering independent financial advisors to better serve their clients and grow their businesses. Our team powers the back and middle office of these advisors, offering a comprehensive range of support services.

Summer Analyst Program

Our Summer Analyst Program is a unique opportunity for students to gain hands-on experience in the financial services industry. As a Summer Analyst, you will be assigned to support one or two of our business units, including Transitions, Relationship Management, Talent/HR, Legal/Compliance, Marketing/PR, Operations, Investments, Technology, or Finance.

Responsibilities

  • Support business units in various capacities, including data analysis, project management, and client communication.
  • Collaborate with cross-functional teams to drive business growth and improve operational efficiency.
  • Develop and maintain relationships with clients and internal stakeholders.
  • Contribute to the development of business strategies and initiatives.

Requirements

  • Excellent working knowledge of Microsoft Office products, specifically Excel and PowerPoint.
  • Ability to work effectively and collaboratively in a fast-paced, entrepreneurial environment.
  • Excellent communication and interpersonal skills.
  • Detail-oriented and thorough in completing projects and tasks.
  • Intellectual curiosity and critical thinking skills.
  • Self-starter with the initiative and ability to complete tasks with minimal supervision.

About Us

Dynasty Financial Partners is committed to providing equal employment opportunities and promoting diversity and inclusion in the workplace. We believe in fostering a culture of respect, empathy, and understanding, where all employees feel valued and empowered to succeed.


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