Job Description
Join Apex Capital Partners, a leading investment firm managing over $20B in assets, as we seek a Senior Financial Analyst to drive strategic financial decision-making in our dynamic New York headquarters. You'll partner with C-suite executives to optimize capital allocation, enhance risk modeling, and deliver actionable insights that shape our portfolio strategy. This hybrid role offers unparalleled exposure to high-stakes financial operations while fostering continuous professional growth through our mentorship programs and quarterly innovation workshops.
Responsibilities
- Lead complex financial modeling and valuation analyses for M&A opportunities and investment portfolios
- Develop and maintain dynamic financial dashboards using Power BI and Tableau for executive reporting
- Collaborate with investment teams to conduct due diligence and assess market entry opportunities
- Design and implement stress-testing frameworks for economic scenario planning
- Mentor junior analysts while establishing best practices in financial forecasting
- Present findings to the Investment Committee with data-driven recommendations
Qualifications
- Master's degree in Finance, Economics, or CFA charterholder required
- 5+ years of progressive experience in investment banking or asset management
- Advanced proficiency in Excel (VBA, Power Query) and SQL for financial analysis
- Demonstrated expertise in valuation methodologies (DCF, LBO, comparables)
- Strong understanding of IFRS and GAAP accounting standards
- Exceptional presentation skills with ability to simplify complex financial concepts
- Experience managing cross-functional projects in financial services