Job Description
Join CapitalEdge Financial Partners, a premier investment firm managing $5B+ in assets. We seek a visionary Senior Financial Analyst to drive our portfolio performance through data-driven insights and strategic financial modeling. This role sits at the intersection of quantitative analysis and business strategy, where your expertise will directly influence our investment decisions and client outcomes. Collaborate with C-suite executives in a dynamic, results-oriented environment where innovation meets tradition.
Responsibilities
- Develop complex financial models for portfolio valuation and risk assessment using advanced Excel techniques and Python
- Analyze market trends, economic indicators, and industry performance to inform investment strategies
- Prepare executive-level financial reports and presentations for board meetings and client briefings
- Lead cross-functional projects integrating quantitative analysis with business objectives
- Optimize capital allocation strategies through scenario modeling and stress testing
- Drive process improvements in financial reporting and analysis workflows
- Maintain compliance with SEC regulations and internal governance frameworks
Qualifications
- Bachelor's degree in Finance, Economics, or quantitative field; MBA or CFA designation required
- 7+ years of progressive experience in investment analysis or corporate finance
- Expert proficiency in financial modeling (DCF, LBO, M&A) and valuation methodologies
- Advanced Excel skills (Power Query, VBA, complex array functions) and Python/R programming
- Deep understanding of capital markets, derivatives, and portfolio management principles
- Proven track record of presenting complex financial concepts to non-technical stakeholders
- Experience with Bloomberg Terminal, FactSet, or similar financial platforms