Job Description
Join Capital Dynamics Inc., a leading global investment firm, as our Senior Financial Analyst. We're seeking a strategic thinker to drive financial excellence in our New York headquarters. You'll partner with executive leadership to optimize capital allocation, enhance risk modeling, and shape our forward-looking financial strategy. This role offers unparalleled exposure to high-stakes financial decision-making in a dynamic, growth-oriented environment.
Responsibilities
- Develop and maintain complex financial models for portfolio valuation and scenario analysis
- Lead quarterly forecasting processes and variance analysis for $5B+ assets under management
- Design and implement automated reporting dashboards using Power BI and SQL
- Conduct deep-dive financial due diligence for M&A opportunities
- Collaborate with investment teams to quantify market risks and return drivers
- Mentor junior analysts and optimize departmental workflows
Qualifications
- 7+ years of progressive experience in investment banking or asset management
- CFA/CPA designation strongly preferred
- Expert proficiency in financial modeling (DCF, LBO, M&A)
- Advanced Excel skills with VBA and Power Query mastery
- Experience with financial reporting tools (SAP, Oracle)
- Strong SQL and data visualization capabilities
- Demonstrated success in high-stakes financial decision environments