Job Description
Join our dynamic team at Global Financial Partners, a leading investment banking firm, as a Senior Financial Analyst. You will drive strategic financial planning, risk mitigation, and client advisory services for high-net-worth individuals and institutional clients. This role offers unparalleled exposure to complex transactions, portfolio management, and market intelligence in the heart of Wall Street.
We offer a competitive compensation package, comprehensive benefits, and opportunities for career advancement in one of the world's most prestigious financial hubs.
Responsibilities
- Develop detailed financial models for M&A transactions and capital raising initiatives
- Analyze market trends and economic indicators to inform investment strategies
- Prepare client presentations and executive reports on portfolio performance
- Collaborate with portfolio managers to optimize asset allocation
- Conduct due diligence for private equity and venture capital opportunities
- Ensure compliance with SEC regulations and FINRA guidelines
- Mentor junior analysts on financial modeling best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA or CFA preferred)
- 5+ years of experience in investment banking or financial services
- Advanced proficiency in financial modeling (DCF, LBO, M&A)
- Expertise in Bloomberg Terminal and Refinitiv Eikon
- Strong analytical skills with attention to detail
- Series 7 and Series 63/66 licenses required
- Proven track record in client relationship management