Job Description
Join Global Financial Partners, a leading investment firm managing over $50B in assets, as our Senior Financial Analyst. You'll drive strategic financial decision-making through data-driven insights, directly impacting our portfolio performance and client relationships. This role offers unparalleled exposure to global markets and mentorship from industry veterans in our Manhattan headquarters.
Responsibilities
- Analyze complex financial data to identify trends, risks, and investment opportunities across global markets
- Develop and maintain financial models for portfolio valuation and scenario analysis
- Prepare executive-level reports and presentations for C-suite and external stakeholders
- Collaborate with portfolio managers to optimize asset allocation strategies
- Lead cross-functional initiatives to enhance financial reporting processes
- Mentor junior analysts and drive continuous improvement in analytical methodologies
Qualifications
- Master's degree in Finance, Accounting, or Economics from a top-tier institution
- 5+ years of experience in investment banking or asset management
- Advanced proficiency in financial modeling (DCF, LBO, M&A) and Excel
- Strong SQL and data visualization skills (Tableau/Power BI preferred)
- CFA Charterholder or CPA certification required
- Proven track record of delivering high-impact financial analysis
- Exceptional communication skills with ability to translate complex data to non-technical audiences