Job Description
Join Vertex Capital Partners, a premier investment firm managing $5B+ in assets, as we seek a visionary Senior Financial Analyst to drive our financial strategy forward. This role offers unparalleled exposure to high-stakes portfolio management, M&A transactions, and investor relations in the heart of global finance. You'll collaborate with C-suite executives to shape fiscal policies, optimize capital allocation, and deliver actionable insights that fuel our growth trajectory.
We offer a dynamic, meritocratic environment where your analytical expertise directly impacts our success. Enjoy competitive compensation, comprehensive benefits, and opportunities for professional development in our collaborative, fast-paced workspace.
Responsibilities
- Lead financial modeling, forecasting, and valuation for $500M+ portfolio companies
- Analyze market trends to inform strategic investment decisions and risk mitigation
- Prepare board-level presentations with KPI dashboards and variance analysis
- Manage complex capital structures and debt refinancing initiatives
- Coordinate quarterly audits and ensure SOX compliance protocols
- Mentor junior analysts and drive continuous process improvements
Qualifications
- 7+ years in investment banking, private equity, or corporate finance
- CPA or CFA designation required
- Expert proficiency in financial modeling (DCF, LBO, M&A) and Excel
- Proven experience with Bloomberg Terminal and accounting software (SAP, Oracle)
- Advanced degree in Finance, Accounting, or MBA from top-tier institution
- Exceptional communication skills with ability to simplify complex data
- Demonstrated success in cross-functional leadership roles