Job Description
Join CapitalEdge Partners, a leading investment firm, as we revolutionize financial strategy through data-driven innovation. We seek a visionary Senior Financial Analyst to drive critical decision-making in our fast-paced New York headquarters. This role offers unparalleled exposure to high-stakes portfolio management and market intelligence. You'll collaborate with C-suite executives while shaping our financial future in a culture that values intellectual curiosity and strategic excellence.
As a cornerstone of our finance division, you'll leverage cutting-edge analytics to transform complex market data into actionable insights. Our team operates at the intersection of traditional finance and fintech disruption, offering a dynamic environment where your expertise directly influences multi-million dollar decisions.
Responsibilities
- Lead comprehensive financial modeling and valuation for $2B+ portfolio
- Develop strategic forecasts using advanced Excel, SQL, and Python tools
- Analyze market trends to inform investment committee recommendations
- Create executive-level dashboards and performance reports
- Collaborate with cross-functional teams on M&A due diligence
- Maintain compliance with SEC regulations and internal controls
- Mentor junior analysts on financial best practices
Qualifications
- 5+ years in investment banking or asset management
- Advanced degree in Finance, Economics, or CFA charter
- Expertise in financial modeling (DCF, LBO, M&A)
- Proficient in Python, SQL, and advanced Excel functions
- Strong understanding of capital markets and derivatives
- Proven track record of delivering executive presentations
- Experience with Bloomberg Terminal and FactSet
- Ability to thrive in deadline-driven environments