Job Description
Join CapitalEdge Partners, a leading investment firm, as our Senior Financial Analyst. You'll drive strategic financial decision-making through advanced modeling, market analysis, and risk assessment. This role offers unparalleled exposure to high-stakes portfolio management and executive collaboration in New York's dynamic financial district.
Responsibilities
- Develop complex financial models for portfolio valuation and scenario analysis
- Lead quarterly financial forecasting and variance reporting for C-suite executives
- Conduct in-depth market research and competitive analysis for investment opportunities
- Design and automate financial reporting dashboards using Power BI and Excel
- Collaborate with cross-functional teams to optimize capital allocation strategies
- Maintain compliance with SEC regulations and internal risk frameworks
Qualifications
- 5+ years of progressive experience in investment banking or asset management
- CFA/CPA designation or advanced finance degree (MBA preferred)
- Expertise in financial modeling, valuation techniques (DCF, comps, precedent)
- Advanced proficiency in Excel, VBA, and Power BI
- Deep understanding of capital markets, derivatives, and macroeconomic indicators
- Strong presentation skills with ability to articulate complex concepts to stakeholders