Job Description
Join our elite finance team at CapitalEdge Partners, where data-driven decisions shape global markets. We're seeking a visionary Senior Financial Analyst to transform complex financial landscapes into actionable strategies. In this pivotal role, you'll drive investment valuation models, optimize capital allocation, and deliver executive-level insights that directly impact our $2B portfolio. Work alongside C-suite executives in our Manhattan headquarters, equipped with cutting-edge financial platforms and collaborative innovation spaces. Enjoy comprehensive benefits including equity participation, unlimited PTO, and professional development stipends.
Responsibilities
- Design and implement advanced financial models for M&A valuations and portfolio optimization
- Analyze market trends to produce quarterly investment recommendations with 95%+ accuracy
- Lead cross-functional budgeting cycles for 15+ business units across 3 continents
- Present financial forecasts to executive stakeholders using interactive visualization tools
- Mentor junior analysts while developing quantitative analysis frameworks
- Automate financial reporting processes using Python and Power BI
Qualifications
- Master's degree in Finance, Economics, or quantitative field from Tier 1 institution
- 7+ years in investment banking or asset management with direct portfolio exposure
- CFA/FRM designation required; CPA strongly preferred
- Expert proficiency in Bloomberg Terminal, FactSet, and advanced Excel modeling
- Proven track record of developing valuation models for $500M+ transactions
- Exceptional communication skills translating complex data to non-finance audiences
- Experience with SQL and Python for financial automation