Analyst, Consulting and Investment Banking

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.

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.

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.