Job Description
Join CapitalEdge Partners, a premier investment firm managing over $5B in assets, as we seek a dynamic Senior Financial Analyst to drive strategic financial initiatives. This role offers unparalleled exposure to institutional clients and complex portfolio structures in the heart of Wall Street. You'll collaborate with C-suite executives to optimize capital allocation, enhance risk modeling frameworks, and deliver actionable insights that shape our investment thesis.
We offer a competitive benefits package including unlimited PTO, 401(k) matching, and professional development stipends. Our culture values intellectual curiosity and collaborative excellence in a hybrid work environment.
Responsibilities
- Develop and maintain sophisticated financial models for multi-asset portfolios using Python and advanced Excel techniques
- Conduct in-depth market analysis to identify emerging investment opportunities across global markets
- Prepare quarterly portfolio performance reports for institutional investors with executive summaries
- Lead cross-functional initiatives to streamline financial reporting processes using Power BI
- Mentor junior analysts while maintaining ownership of complex valuation methodologies
- Present findings to investment committees with data-driven recommendations
Qualifications
- Bachelor's degree in Finance, Economics, or quantitative field (MBA/CFA preferred)
- 5+ years of experience in investment analysis or portfolio management at a financial institution
- Advanced proficiency in financial modeling (DCF, LBO, M&A) and data visualization tools
- Deep understanding of capital markets, risk management frameworks, and regulatory compliance
- Certification in SQL and Python with experience in financial data analysis
- Exceptional communication skills with ability to translate complex concepts for diverse stakeholders