Job Description
Join our elite team at Global Wealth Management, where we shape the future of financial strategy for high-net-worth clients and institutional partners. As a Senior Financial Analyst, you'll drive impactful decisions through data-driven insights while working in our state-of-the-art Manhattan headquarters. We offer unparalleled career growth, competitive benefits, and a culture of excellence in the heart of the world's financial capital.
Responsibilities
- Lead complex financial modeling and valuation analyses for investment portfolios and corporate clients
- Develop strategic financial forecasts and scenario planning to support executive decision-making
- Collaborate with cross-functional teams to deliver comprehensive financial reports and presentations
- Identify market trends and opportunities using advanced data analytics tools
- Mentor junior analysts and optimize financial reporting workflows
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Master's degree in Finance, Accounting, or Economics (CPA/CFA preferred)
- 5+ years of progressive experience in financial analysis or investment banking
- Expert proficiency in Excel, Bloomberg Terminal, and SQL
- Demonstrated success in building complex financial models and valuation frameworks
- Strong understanding of capital markets, portfolio management, and risk assessment
- Exceptional presentation skills with ability to communicate complex concepts to diverse stakeholders