Job Description
Join Capital Edge Partners, a leading boutique investment firm, as we redefine financial strategy in the heart of NYC. We're seeking a visionary Senior Financial Analyst to drive data-driven decisions that shape our portfolio's future. This role offers unparalleled exposure to C-suite stakeholders and the opportunity to influence multi-million dollar investments. Our collaborative culture combines cutting-edge fintech tools with traditional financial expertise, creating an environment where innovation meets impact.
Responsibilities
- Develop comprehensive financial models for M&A transactions and investment valuations
- Lead quarterly financial forecasting and variance analysis for $500M+ portfolio
- Conduct in-depth market research and competitive landscape analysis
- Present strategic financial insights to executive stakeholders and investment committees
- Optimize capital allocation strategies using advanced quantitative techniques
- Maintain compliance with SEC regulations and GAAP standards
- Collaborate with cross-functional teams to integrate financial data into business strategy
Qualifications
- Bachelor's degree in Finance, Economics, or related field; MBA or CFA preferred
- 5+ years of experience in investment banking, private equity, or asset management
- Expert proficiency in financial modeling (DCF, LBO, M&A) and valuation methodologies
- Advanced Excel skills with macros and VBA; SQL and Python experience highly valued
- Deep understanding of capital markets, derivatives, and alternative investments
- Exceptional presentation skills with ability to translate complex data into actionable insights
- Proven track record of leading high-stakes financial analysis projects