Job Description
Join Apex Capital Group, a leading investment firm managing over $50B in assets, as we expand our NYC finance division. We're seeking a strategic Senior Financial Analyst to drive data-driven decision-making and optimize our portfolio performance. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for rapid career progression in a dynamic financial 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 detailed financial reports for executive stakeholders and board presentations
- Lead cross-functional initiatives to enhance financial forecasting accuracy
- Collaborate with portfolio managers on due diligence and transaction analysis
- Optimize capital allocation strategies using quantitative analysis
- Mentor junior analysts and drive continuous process improvements
Qualifications
- Master's degree in Finance, Economics, or related field (CPA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Advanced proficiency in financial modeling (DCF, LBO, M&A) and valuation techniques
- Expertise in Excel, Bloomberg Terminal, and SQL/Power BI
- Strong understanding of SEC regulations and financial compliance standards
- Proven ability to translate complex data into actionable business insights
- Exceptional communication skills with executive-level presentation experience