Job Description
Join Capital Dynamics Group, a premier investment firm shaping global financial markets. We seek a visionary Senior Financial Analyst to drive strategic financial initiatives and deliver actionable insights for our high-net-worth client portfolio. This role offers unparalleled exposure to complex financial modeling, risk assessment, and portfolio optimization in a fast-paced, meritocratic environment.
Responsibilities
- Design and maintain sophisticated financial models for portfolio valuation and scenario analysis
- Lead cross-functional financial due diligence for $50M+ investment opportunities
- Develop dynamic dashboards and KPI frameworks for executive decision-making
- Collaborate with portfolio managers to refine investment strategies using quantitative analysis
- Present findings to C-suite stakeholders through compelling visual narratives
- Mentor junior analysts and drive continuous improvement in financial processes
Qualifications
- 7+ years in investment banking, asset management, or corporate finance
- Advanced proficiency in Excel (VBA, Power Query) and financial modeling tools
- Expertise in valuation methodologies (DCF, LBO, comparable analysis)
- Strong SQL and data visualization skills (Tableau preferred)
- CFA or CPA designation required
- Demonstrated experience with alternative asset classes (private equity, hedge funds)
- Exceptional communication and stakeholder management abilities