Job Description
Join our elite finance team at Apex Capital Partners, a leading investment firm with $5B+ AUM. We seek a strategic Senior Financial Analyst to drive data-driven decision-making and optimize portfolio performance. You'll collaborate with C-suite executives to shape financial strategy while working in our state-of-the-art Manhattan headquarters.
Why Apex Capital? Competitive equity packages, quarterly performance bonuses, and unparalleled professional development opportunities. Enjoy comprehensive health benefits, flexible work arrangements, and a culture that rewards innovation.
Responsibilities
- Analyze financial data to identify investment opportunities and risk exposures
- Develop comprehensive financial models for portfolio valuation and scenario planning
- Prepare executive-level reports and presentations for board meetings
- Lead cross-functional initiatives to improve financial processes and controls
- Mentor junior analysts and drive best practices in financial analysis
- Monitor market trends and regulatory changes affecting portfolio performance
Qualifications
- Master's degree in Finance, Economics, or CFA charter required
- 5+ years of experience in investment analysis or portfolio management
- Expert proficiency in financial modeling (DCF, LBO, M&A)
- Advanced Excel skills with VBA/macros and Power BI expertise
- Deep understanding of capital markets and financial instruments
- Strong SQL and Python programming abilities
- Series 63/65 or equivalent securities license preferred