Job Description
Join Apex Capital Partners, a premier investment firm managing $15B+ in assets, as we revolutionize financial strategy through data-driven innovation. We seek a visionary Senior Financial Analyst to drive our portfolio valuation and risk assessment frameworks. This hybrid role offers unparalleled exposure to C-suite decision-making while fostering professional growth through mentorship and cutting-edge technology adoption.
What We Offer: Competitive equity participation, unlimited PTO, comprehensive health benefits, and a $5,000 annual professional development stipend. Our state-of-the-art Midtown Manhattan office features collaborative workspaces and direct subway access.
Responsibilities
- Lead complex financial modeling for M&A transactions and portfolio companies (LBO, DCF, accretion/dilution analysis)
- Develop automated valuation dashboards using Python and Power BI to enhance real-time portfolio monitoring
- Conduct stress testing and scenario analysis for $3B+ private equity holdings
- Present findings to Investment Committee members with actionable strategic recommendations
- Mentor junior analysts while establishing best practices for financial reporting standards
- Collaborate with data science team to integrate alternative data sources into valuation models
Qualifications
- 5+ years in investment banking, private equity, or hedge fund analysis with direct transaction experience
- Advanced proficiency in financial modeling (Wall Street Prep, Breaking Into Wall Street certification preferred)
- Expertise in SQL, Python (Pandas, NumPy), and Power BI for data visualization
- CFA charterholder or CPA designation (MBA from top-tier institution strongly preferred)
- Proven track record of optimizing portfolio returns through rigorous financial due diligence
- Exceptional presentation skills with ability to communicate complex concepts to non-finance executives