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Finance 🏢 Full Time ⭐️ Verified

Senior Financial Analyst

Capital Dynamics
New York City
Salary Estimate
USD 130.000 – USD 180.000
Latest
Live Update
24 Mei 2026
Deadline
24 Mei 2027

Job Description

Join our elite finance team at Capital Dynamics, where innovation meets precision. We're seeking a Senior Financial Analyst to drive strategic financial initiatives in our fast-paced investment portfolio. You'll collaborate with C-suite executives to optimize capital allocation, forecast market trends, and deliver actionable insights that shape our financial future. This role offers unparalleled exposure to high-stakes decision-making and opportunities for professional growth in one of finance's most dynamic markets.

Responsibilities

  • Develop comprehensive financial models for portfolio valuation and risk assessment
  • Analyze market trends and economic indicators to inform investment strategies
  • Prepare executive-level financial reports and board presentations
  • Lead cross-functional budgeting and forecasting initiatives
  • Identify cost optimization opportunities and implement efficiency measures
  • Maintain compliance with SEC regulations and financial reporting standards
  • Mentor junior analysts and drive continuous improvement in financial processes

Qualifications

  • Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
  • 7+ years of progressive financial analysis experience in investment management
  • Advanced proficiency in financial modeling tools (Bloomberg, FactSet)
  • CFA/CPA certification or equivalent designation
  • Demonstrated expertise in portfolio performance metrics and attribution analysis
  • Exceptional Excel and PowerPoint skills with ability to visualize complex data
  • Strong analytical mindset with attention to regulatory compliance
  • Proven track record of presenting to executive stakeholders

Required Skills

Financial Modeling Portfolio Analysis SEC Compliance Bloomberg Terminal Risk Assessment Budgeting Forecasting CFA CPA Excel PowerPoint

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