Analyst, Consulting and Investment Banking
devoe companyEast Boston (MA)
$90–110 K
Apply (opens in a new tab)Analyst, Consulting and Investment Banking
Posted 3 days ago
devoe companyEast Boston (MA)
SENIORITY
Senior
SALARY
$90–110 K
About the role
About the Job:
DeVoe & Company is seeking an Analyst to join our Consulting and Investment Banking team. A San Francisco Bay Area location is preferred, but the right candidate can be located anywhere in the U.S.DeVoe & Company Overview DeVoe & Company is a leading consulting firm and investment bank serving the wealth management industry. Founded by RIA thought leader David DeVoe in 2011, the firm has completed more than 900 client engagements across consulting, M&A, and valuation. Our team is composed of experienced industry professionals with backgrounds in strategy consulting and investment banking, most of whom are former C-level executives of RIAs ranging from $1B to $200B+ in assets. Why This RoleThis is a boutique seat, and the work reflects it. Analysts work directly with Directors and Managing Directors on live engagements from day one rather than several layers removed from the client.
- Direct principal exposure. You will join client calls with RIA founders and CEOs and see firsthand how senior advisors run a process.
- Real work from the start. Your models, target lists, and pages go into client deliverables, not practice files.
- Breadth across the platform. Valuation, sell-side and buy-side M&A, and strategic consulting, rather than a single narrow product.
- A defined path. Analyst to Associate, with strong performers typically advancing within two years based on contribution rather than tenure.
- Industry visibility. DeVoe’s research and thought leadership, including the quarterly Deal Book, is cited across the wealth management industry. The transaction data you track feeds it directly.
Responsibilities:
- Supporting Directors and Managing Directors on valuation, M&A, and consulting engagements
- Building and maintaining financial models, including inputting client data, calculating discount rate components, and preparing initial valuation analysis
- Developing charts, pages, and client-ready presentations
- Building buyer and seller target lists and conducting outreach campaigns to prospective counterparties
- Coordinating due diligence requests and tracking open items through close
- Tracking announced RIA M&A transactions for DeVoe’s proprietary transaction database, the dataset behind our quarterly Deal Book
- Analyzing primary and secondary data sources and translating findings into clear, defensible conclusions
- Maintaining data integrity across firm databases and CRM
- Supporting research and thought leadership, including annual industry surveys and conference presentations
Qualifications:
- Bachelor’s degree with strong academic credentials
- 1–2 years of experience in investment banking, valuation, consulting, financial analysis, or wealth management
- Financial services, wealth management, or RIA exposure a plus
- Strong Excel: able to build, follow, and check financial models
- Strong PowerPoint: able to build clean, client-ready pages within brand standards
- Fluency with AI-assisted research and productivity tools, and sound judgment about when to rely on them
- Salesforce experience a plus What We Look For
- Extreme attention to detail: work is checked before it is sent
- Structured, analytical thinking and the ability to turn data into a clear story
- Clear written and verbal communication, particularly in emails and presentations
- Anticipates what the deal team needs before being asked
- Sound prioritization across competing demands in a fast-paced, deadline-driven environment
- Coachable: actively seeks feedback and applies it quickly
- Collaborative team player who can also work independently to get projects done
How We Work DeVoe operates as a remote firm, and we take onboarding seriously. New analysts are paired with Directors and Managing Directors and work alongside them on live engagements from day one. Analysts based in the San Francisco Bay Area are expected to work on a hybrid basis, with opportunities for in-person collaboration and some travel. Equipment is provided; a dedicated workspace is required.
Compensation and Benefits:
- Competitive Salary: $90–110K (base). Final compensation will depend on factors relevant to the position and candidate, including geographic location, qualifications, certifications, relevant job-related work experience, education, skill set, and other relevant business factors, consistent with applicable law.
- Eligible for an annual discretionary bonus based on individual performance and company results
- Health benefits reimbursement (QSEHRA) for employees, plus eligible dependents
- 401(k) Profit Sharing Plan
- Paid Time Off and nine (9) paid holidays
- 100% remote work environment
Applications for this position will be accepted on an ongoing basis until the position is filled.
DeVoe & Company is firmly committed to Equal Employment Opportunity (EEO) and to compliance with all federal, state, and local laws prohibiting employment discrimination based on age, race, color, gender, sexual orientation, gender identity, national origin, religion, disability or genetic information, pregnancy, protected veteran status, and any other protected classification.
DeVoe & Company is an E-Verify employer.
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