Dylan Duval
Analyst at BNY | CFA III Candidate
- Role
- Investment Analyst at Bny Wealth
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Dylan Duval
Born in Atlanta, Georgia, and a University of Florida graduate with a B.A. in Finance…
Experience
Investment Analyst
Aug 2024 — Present · Miami - Fort Lauderdale, FL, US
Supported oversight of $1.2B in AUM across three portfolio managers, flagging underperformance and guiding reallocations that improved IRR over a six-month period- Benchmarked portfolios against peers to uncover allocation gaps, helping lead to $42M in net new AUM and a measurable lift in conversion rates- Delivered monthly attribution analysis on securities and funds, highlighting key performance drivers and supporting tactical shifts to manage risk- Collaborated with GPs at Emerge Americas and Miami Venture Day, assessing founder quality, board governance, and early-stage investment outlooks- Participated in client meetings across three cities, working alongside advisors to tailor equity and fixed income strategies for stronger client engagement and retention
Education
Marist School
High School Diploma
University of Florida - Warrington College of Business
Finance, Business Administration and Management, General
2020 — 2024
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