Job Description
Join our elite finance team at Apex Capital Partners, a leading investment firm managing $5B+ in assets. We seek a visionary Senior Financial Analyst to drive strategic financial initiatives and optimize investment portfolios. This role offers unparalleled exposure to high-stakes financial modeling, M&A advisory, and client-facing presentations. You'll collaborate with C-suite executives while shaping the future of our institutional partnerships.
Responsibilities
- Lead complex financial modeling and valuation analysis for private equity and venture capital portfolios
- Develop actionable investment recommendations through rigorous quantitative analysis
- Present findings to executive committees and external stakeholders
- Design risk mitigation strategies for multi-million dollar transactions
- Manage quarterly performance reporting for LP stakeholders
- Mentor junior analysts on financial best practices and regulatory compliance
Qualifications
- Master's degree in Finance, Economics, or CFA charterholder required
- 5+ years in investment banking, private equity, or asset management
- Expert proficiency in financial modeling (DCF, LBO, comps)
- Advanced Excel skills with macros and VBA implementation
- SQL and Power BI certification preferred
- Series 79/63 licenses (or willingness to obtain)