Job Description
Join CapitalEdge Financial as a Senior Financial Analyst and drive strategic financial decision-making in one of the world's premier financial hubs. We're seeking a dynamic professional to lead complex financial modeling, forecasting, and analysis initiatives that directly impact our investment portfolio. This role offers unparalleled exposure to high-stakes financial operations and the opportunity to shape the future of our asset management strategies.
Responsibilities
- Develop and maintain sophisticated financial models for portfolio valuation and risk assessment
- Lead quarterly financial forecasting processes and variance analysis
- Conduct in-depth market research and competitive analysis for investment opportunities
- Prepare executive-level financial reports and presentations for stakeholders
- Collaborate with cross-functional teams to optimize capital allocation strategies
- Ensure compliance with SEC regulations and internal financial policies
- Mentor junior analysts and drive continuous improvement in financial processes
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/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 valuation methodologies (DCF, comps, precedent transactions)
- Strong analytical skills with attention to detail and accuracy
- Experience with regulatory reporting (SEC filings, FINRA compliance)
- Exceptional communication skills with ability to present complex data clearly