Job Description
Join Capital Dynamics Group as a Senior Financial Analyst and drive strategic financial decision-making in our fast-paced investment firm. You'll partner with C-suite executives to analyze market trends, optimize portfolio performance, and deliver actionable insights that shape our growth trajectory. This role offers unparalleled exposure to global markets and the opportunity to lead transformative financial initiatives.
Responsibilities
- Develop comprehensive financial models for investment portfolios and market analysis
- Lead monthly forecasting cycles and variance reporting for $500M+ assets
- Collaborate with portfolio managers to assess risk exposure and ROI
- Present financial insights to executive stakeholders and board committees
- Drive process improvements in financial reporting and analytics
- Monitor regulatory changes and ensure compliance with SEC/FINRA standards
- Mentor junior analysts and lead cross-functional financial projects
Qualifications
- 7+ years in financial analysis within investment banking or asset management
- CFA or MBA from top-tier institution required
- Advanced proficiency in Excel, Bloomberg Terminal, and Power BI
- Demonstrated experience with portfolio valuation and risk metrics
- Strong understanding of GAAP, IFRS, and SEC regulations
- Exceptional presentation skills for executive audiences
- Proven track record leading financial transformation initiatives
- Experience with financial modeling for alternative investments preferred