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Finance 🏢 Full Time ⭐️ Verified

Senior Financial Analyst

Apex Capital Partners
New York
Salary Estimate
USD 130.000 – USD 160.000
Live Update
28 Mei 2026
Deadline
28 Mei 2027

Job Description

Join Apex Capital Partners, a leading investment firm managing over $5B in assets, as we expand our finance division. We seek a detail-oriented Senior Financial Analyst to drive strategic financial planning and optimize portfolio performance. This role offers unparalleled exposure to C-suite executives and direct involvement in high-stakes decision-making. Enjoy a collaborative culture with hybrid work flexibility, comprehensive benefits, and opportunities for rapid career advancement in the heart of Wall Street.

Responsibilities

  • Develop and maintain complex financial models for portfolio valuation and risk assessment
  • Lead monthly, quarterly, and annual financial reporting packages for executive stakeholders
  • Analyze market trends and investment performance to inform strategic recommendations
  • Collaborate with portfolio managers to optimize capital allocation and ROI
  • Streamline financial processes using ERP systems and automation tools
  • Present findings to investment committees through compelling data visualizations

Qualifications

  • Bachelor's degree in Finance/Accounting; CPA or CFA preferred
  • 5+ years in financial analysis at investment banks or asset management firms
  • Advanced proficiency in Excel, Power BI, and financial modeling software
  • Demonstrated experience with SEC filings and regulatory compliance
  • Exceptional analytical skills with attention to precision and detail
  • Strong communication skills translating complex data to non-technical audiences

Required Skills

Financial Modeling SEC Reporting Portfolio Analysis Power BI Capital Budgeting Regulatory Compliance Risk Assessment Financial Planning

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