Job Description
Join Capital Dynamics Group as a Senior Financial Analyst and drive strategic financial decision-making in our fast-paced investment environment. We're seeking a detail-oriented professional to optimize our portfolio performance through rigorous data analysis and forward-thinking financial modeling. This hybrid role offers the opportunity to collaborate with C-suite executives while shaping our financial future in the heart of Wall Street.
Responsibilities
- Lead comprehensive financial modeling and valuation analyses for multi-billion dollar portfolios
- Develop dynamic forecasting models to predict market trends and investment opportunities
- Design and maintain automated financial reporting dashboards using Power BI and SQL
- Conduct variance analysis and risk assessments for high-stakes investment decisions
- Present complex financial insights to executive stakeholders through executive summaries
- Mentor junior analysts and optimize financial reporting workflows
Qualifications
- 5+ years of financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel (VBA, Power Query) and financial modeling tools
- CFA Charterholder or CPA certification strongly preferred
- Expertise in SQL and data visualization platforms (Tableau/Power BI)
- Demonstrated success in portfolio valuation and risk management
- Exceptional analytical skills with attention to precision and regulatory compliance