Job Description
Join Capital Growth Partners, a leading investment firm managing $5B+ in assets, as we expand our financial analysis division. We seek a detail-oriented Senior Financial Analyst to drive strategic decision-making through data-driven insights. This hybrid role offers unparalleled exposure to portfolio management, risk assessment, and market trend analysis in our dynamic NYC headquarters.
Responsibilities
- Develop comprehensive financial models for portfolio valuation and scenario analysis
- Analyze market trends, economic indicators, and regulatory impacts on investment strategies
- Prepare executive-level reports and presentations for the investment committee
- Collaborate with portfolio managers to optimize asset allocation and risk mitigation
- Lead cross-functional projects integrating quantitative analysis with qualitative research
- Maintain compliance with SEC regulations and internal financial controls
Qualifications
- 5+ years in financial analysis or investment banking with focus on quantitative modeling
- Advanced proficiency in Excel, SQL, and financial modeling tools (Bloomberg, FactSet)
- CFA/CPA designation or equivalent advanced finance degree
- Demonstrated experience in portfolio performance analysis and risk assessment
- Exceptional analytical skills with ability to translate complex data into actionable insights
- Strong communication skills with experience presenting to executive stakeholders