Business Development Financial Analyst


Robertson Stephens Wealth Management (RSWM) is a national wealth management firm with offices in San Francisco, New York, Idaho, and New Jersey. The Firm serves the financial planning and investment strategy needs of high net worth individuals and family offices. Employees of the Firm share a solid work ethic, a drive to innovate within our industry and above all strive for value-creation on behalf of our clients.


Opportunity to work within the Firm’s Finance Department and Business Development Group (“BDG”). Responsible for financial modeling, due diligence and monitoring of corporate mergers and acquisitions. The position reports directly to the CFO, who oversees all corporate mergers and acquisitions of independent registered investment advisors (“RIA”) and breakaway wire-house financial advisors.


  • Lead due diligence including the ability to analyze financial information, compensation data, real estate leases, vendor contracts, software agreements, custodian relationships, FINRA reports, insurance policies, and other information to evaluate prospects, assess risks, and identify duplication, efficiency, and synergies
  • Understand business models and develop financial, unit economics and valuation models using Excel and other tools, as well as to calculate, recommend and monitor benchmarks
  • Coordinate, interact, communicate in-person and in writing, and work with prospects, vendors and finance, BDG, investment office, operations, technology and compliance departments
  • Daily interaction with BDG and CFO, participation in weekly BDG meetings, and presentation of recommendations and reports to New Business Commitment Committee
  • Perform post-merger monitoring of performance and prepare reports for management and the Board



  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to deliver quality work
  • Comfortable working in a fast-paced and deadline focused environment
  • Strong customer service and relationship building skills
  • Strong written and oral communication skills
  • Ask, listen, decide, and follow through
  • Are willing to contribute at any level



  • BA/BS degree from top-tier university with a record for strong academic performance required
  • Minimum of three years financial analysis experience
  • Experience using Word, Excel, Salesforce and other tools to prepare models, reports and term sheets
  • RIA, wealth and asset management industry knowledge, merger and acquisition experience, and investment banking analyst training are beneficial



Robertson Stephens Wealth Management, LLC is an equal opportunity employer.  Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

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