Investment Solutions Analyst

Job description

Description The Dynasty Investment team serves as a strategic partner to independent financial advisors, CEOs, and CIOs across the Dynasty network. Acting as an extension of their investment teams, we provide consultative support across portfolio construction, manager research, and investment implementation, while offering access to a flexible investment platform that includes managed models, SMAs, private markets, and OCIO services. Our work helps advisors solve complex client needs and scale disciplined investment programs. The team is growing rapidly and expanding the Investment Solutions and Consulting team to support increased advisor demand, platform adoption, and the continued evolution of Dynasty’s investment offerings. ROLE OVERVIEW: The Investment Solutions Analyst role is designed for a client-facing investment professional who will work closely with advisors and firm leadership to deliver thoughtful, practical investment solutions. This includes support with investment positioning, implementation, and client-specific investment needs, while also contributing to sales enablement, internal workflows, and cross-functional initiatives as the business continues to scale. Suc...