Job Description
Join CapitalEdge Partners, a leading investment firm, as a Senior Financial Analyst. You'll drive financial strategy and decision-making through cutting-edge data analysis and modeling. Work in a dynamic environment where your insights directly impact multi-million dollar portfolios. We offer competitive compensation, comprehensive benefits, and unparalleled career growth in the heart of NYC's financial district.
Responsibilities
- Develop and maintain complex financial models for portfolio valuation and risk assessment
- Analyze market trends, economic indicators, and regulatory changes to inform investment strategies
- Prepare executive-level financial reports and presentations for senior stakeholders
- Lead cross-functional initiatives to optimize capital allocation and resource utilization
- Collaborate with portfolio managers to develop data-driven investment theses
- Monitor portfolio performance against benchmarks and recommend tactical adjustments
- Drive process improvements in financial reporting and analysis workflows
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of experience in investment banking, asset management, or corporate finance
- Expert proficiency in financial modeling (DCF, LBO, M&A) and valuation techniques
- Advanced Excel skills with proficiency in VBA, Power Query, and data visualization
- Deep understanding of capital markets, derivatives, and alternative investments
- Strong analytical mindset with ability to translate complex data into actionable insights
- Exceptional communication skills with ability to present to executive leadership