Job Description
Join CapitalEdge Financial Group, a premier investment firm managing over $50B in assets. We seek a visionary Senior Financial Analyst to drive strategic financial initiatives in our dynamic New York headquarters. This role offers unparalleled exposure to high-stakes financial modeling, portfolio analysis, and executive decision-making. Collaborate with industry leaders while shaping our investment strategies and financial forecasting frameworks. Enjoy competitive compensation, comprehensive benefits, and opportunities for rapid career advancement in the heart of global finance.
Responsibilities
- Develop advanced financial models for portfolio valuation, risk assessment, and capital allocation
- Analyze market trends and economic indicators to inform investment strategy decisions
- Lead cross-functional financial planning initiatives across business units
- Prepare executive-level financial reports and performance dashboards for C-suite stakeholders
- Optimize financial processes through automation and data-driven insights
- Conduct due diligence for potential acquisitions and partnership opportunities
- Mentor junior analysts and drive continuous improvement in financial methodologies
Qualifications
- Master's degree in Finance, Economics, or related quantitative field
- 5+ years of progressive experience in investment banking, asset management, or corporate finance
- Expert proficiency in financial modeling (DCF, LBO, M&A) and valuation techniques
- CFA or CPA designation strongly preferred
- Advanced Excel skills with VBA and data visualization expertise
- Demonstrated success in presenting complex financial concepts to executive audiences
- Strong analytical mindset with exceptional problem-solving abilities
- Experience with Bloomberg Terminal and financial analysis platforms