Job Description
Join our dynamic finance team at CapitalEdge Financial Partners, where we're revolutionizing investment strategies through data-driven insights. As a Senior Financial Analyst, you'll be pivotal in shaping our financial future by interpreting complex market trends and delivering actionable intelligence to our C-suite. We offer a collaborative environment with cutting-edge tools and unparalleled growth opportunities in the heart of Manhattan's financial district.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Develop comprehensive financial models and forecasts for investment strategies
- Prepare detailed reports and presentations for executive stakeholders
- Collaborate with cross-functional teams to align financial objectives with business goals
- Monitor regulatory changes and ensure compliance with SEC and FINRA standards
- Mentor junior analysts and drive continuous improvement in financial processes
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Expert proficiency in financial modeling tools (Bloomberg, FactSet, Excel)
- Strong understanding of GAAP, IFRS, and SEC reporting requirements
- Proven ability to translate complex data into strategic recommendations
- Exceptional communication skills with executive-level presentation experience
- CFA charter or CPA certification highly desirable