Job Description
Join Apex Capital Group's dynamic finance team as we revolutionize investment strategies in the global markets. We seek a meticulous Senior Financial Analyst to drive data-driven decision-making for our $2B portfolio. This hybrid role offers unparalleled growth opportunities in a culture that rewards innovation and strategic thinking.
Responsibilities
- Conduct in-depth financial modeling and valuation analyses for M&A opportunities
- Develop quarterly investment performance reports with actionable insights
- Collaborate with portfolio managers to optimize capital allocation strategies
- Lead cross-functional audits ensuring regulatory compliance (SEC/FINRA)
- Design automated financial forecasting tools using Python/SQL
- Present findings to C-suite executives and external stakeholders
Qualifications
- 5+ years in investment banking or asset management
- CPA or CFA designation required
- Advanced proficiency in Bloomberg Terminal, FactSet, and Aladdin
- Expertise in financial modeling (DCF, LBO, M&A)
- Experience with SEC filings and regulatory reporting
- Master's degree in Finance, Economics, or related field