Job Description
Join Apex Capital Group, a premier investment firm revolutionizing financial strategy through data-driven innovation. We're seeking a visionary Senior Financial Analyst to architect complex valuation models, drive portfolio optimization, and shape our financial future in the heart of NYC.
Why Apex Capital? We offer a dynamic culture where your expertise directly influences multi-million-dollar decisions, combined with industry-leading benefits and continuous professional development.
Responsibilities
- Design and implement sophisticated financial valuation models for M&A and investment opportunities
- Analyze market trends to identify high-potential portfolio reallocation strategies
- Lead cross-functional financial planning and analysis initiatives
- Develop executive dashboards translating complex data into actionable insights
- Collaborate with C-suite to refine long-term capital allocation frameworks
- Mentor junior analysts and optimize financial reporting workflows
Qualifications
- 7+ years in investment banking, private equity, or corporate finance
- Advanced proficiency in financial modeling (DCF, LBO, M&A)
- CFA Charterholder or MBA from top-tier institution preferred
- Expertise in SQL, Python, and Power BI for financial analytics
- Proven track record of optimizing multi-million dollar portfolios
- Exceptional communication skills for executive stakeholder management
- Experience with SEC reporting and regulatory compliance