Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm in New York. We're seeking a Senior Financial Analyst to drive strategic financial initiatives and deliver actionable insights that shape our investment decisions. This role offers unparalleled exposure to high-stakes financial modeling and portfolio management in a fast-paced environment. You'll collaborate with C-suite executives and contribute directly to our $2B+ asset portfolio.
Responsibilities
- Develop complex financial models for portfolio valuation and risk assessment
- Analyze market trends and economic indicators to inform investment strategies
- Prepare executive-level financial reports and presentations for stakeholders
- Lead cross-functional projects to optimize capital allocation and ROI
- Maintain compliance with SEC regulations and internal financial policies
- Mentor junior analysts and drive continuous improvement in financial processes
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of experience in investment banking or asset management
- Expert proficiency in financial modeling (DCF, LBO, M&A)
- Advanced Excel skills with VBA/macros
- Experience with Bloomberg Terminal and FactSet
- Strong analytical and presentation skills with attention to detail
- Series 63/65/66 licenses (or ability to obtain within 3 months)