Job Description
Join Global Capital Partners' dynamic finance team as we revolutionize investment strategies through data-driven decision making. This pivotal role combines financial expertise with cutting-edge analytics to shape our institutional portfolio performance. You'll collaborate with C-suite executives while leveraging our proprietary AI forecasting tools to deliver actionable insights that drive multi-million dollar decisions. Enjoy a culture of continuous learning with quarterly industry certifications and dedicated mentorship from Wall Street veterans.
Responsibilities
- Analyze market trends and financial data to optimize portfolio allocation strategies
- Develop sophisticated financial models for risk assessment and scenario planning
- Present quarterly performance reports to executive stakeholders with actionable recommendations
- Lead cross-departmental initiatives to streamline financial reporting processes
- Monitor regulatory changes and ensure compliance with SEC and FINRA requirements
- Mentor junior analysts while implementing advanced Excel automation solutions
Qualifications
- Master's degree in Finance, Economics, or quantitative field (CPA/CFA preferred)
- 5+ years in investment banking or asset management with institutional portfolios
- Expert proficiency in financial modeling (DCF, LBO, M&A) and advanced Excel functions
- SQL and Python experience for large-scale financial data manipulation
- Proven track record of driving process improvements in finance operations
- Exceptional presentation skills with ability to articulate complex concepts to non-finance leaders