Job Description
Join Apex Capital Partners as a Senior Financial Analyst and drive strategic financial decision-making in one of NYC's premier investment firms. We're seeking a detail-oriented professional to optimize our financial models and support high-stakes investment decisions. This role offers unparalleled exposure to complex portfolio analysis and executive-level collaboration in a dynamic, fast-paced environment.
Responsibilities
- Develop and maintain complex financial models for portfolio valuation and risk assessment
- Analyze market trends and economic indicators to inform investment strategies
- Prepare executive-ready financial reports and presentations for C-suite stakeholders
- Lead cross-functional budgeting and forecasting initiatives across 15+ business units
- Conduct ad-hoc financial analysis to support M&A due diligence processes
- Mentor junior analysts and implement process improvements for financial workflows
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- Demonstrated expertise in variance analysis, ratio analysis, and cash flow forecasting
- Strong SQL skills for large-scale financial data extraction and manipulation
- Exceptional presentation skills with experience communicating complex concepts to non-financial stakeholders
- Series 7/63 or FINRA licenses highly desirable