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Finance 🏢 Full Time ⭐️ Verified

Senior Financial Analyst

Capital Dynamics Group
New York
Salary Estimate
USD 120.000 – USD 160.000
Latest
Live Update
21 Mei 2026
Deadline
22 Mei 2027

Job Description

Join Capital Dynamics Group as a Senior Financial Analyst and drive strategic financial decision-making in one of the world's most dynamic financial markets. We're seeking a detail-oriented professional to support our investment portfolio operations and contribute to our mission of delivering exceptional returns to clients. You'll work in a collaborative environment where your analytical expertise directly impacts our business growth. Enjoy comprehensive benefits including performance bonuses, health insurance, and professional development opportunities.

Responsibilities

  • Analyze financial data to identify trends, risks, and opportunities across investment portfolios
  • Develop comprehensive financial models for valuation, forecasting, and scenario analysis
  • Prepare detailed reports and presentations for executive stakeholders and clients
  • Collaborate with portfolio managers to optimize asset allocation strategies
  • Monitor market conditions and regulatory changes affecting financial performance
  • Lead cross-functional projects to improve financial processes and reporting systems
  • Mentor junior analysts and ensure adherence to compliance standards

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
  • 5+ years of progressive experience in financial analysis or investment banking
  • Advanced proficiency in Excel, financial modeling, and data visualization tools
  • Strong understanding of financial markets, derivatives, and portfolio management
  • Exceptional analytical skills with attention to detail and accuracy
  • Proven ability to communicate complex financial concepts to non-financial stakeholders
  • Experience with SQL and financial software (e.g., Bloomberg, FactSet)
  • Series 7/63/66 licenses or willingness to obtain

Required Skills

Financial Analysis Financial Modeling Excel SQL Portfolio Management Valuation Forecasting Bloomberg FactSet Regulatory Compliance

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