Job Description
Join our elite finance team at Global Wealth Partners, a leading investment firm managing over $50B in assets. We seek a strategic Senior Financial Analyst to drive financial modeling, risk assessment, and investment strategy optimization. This role offers unparalleled exposure to global markets and C-suite collaboration in our state-of-the-art Manhattan headquarters.
What you'll achieve:
- Design sophisticated financial models for portfolio valuation and scenario analysis
- Lead cross-functional initiatives to enhance capital allocation efficiency
- Present actionable insights to executive stakeholders and investment committees
Responsibilities
- Develop and maintain complex financial models for asset valuation and forecasting
- Analyze market trends to identify investment opportunities and risks
- Collaborate with portfolio managers to optimize asset allocation strategies
- Prepare executive-level financial reports and board presentations
- Implement process improvements for financial reporting workflows
- Mentor junior analysts on quantitative analysis techniques
Qualifications
- Bachelor's degree in Finance, Economics, or quantitative field (MBA/CFA preferred)
- 5+ years in investment banking, asset management, or corporate finance
- Expert proficiency in financial modeling (DCF, LBO, M&A)
- Advanced Excel skills with VBA/macros
- SQL and Python/R for data analysis
- Series 7/63/66 licenses (or willingness to obtain)
- Demonstrated experience with Bloomberg Terminal