Job Description
Join Apex Capital Partners, a leading investment firm managing $5B+ in assets, as we revolutionize financial strategy through data-driven insights. We're seeking a Senior Financial Analyst to drive our portfolio optimization and risk mitigation initiatives. This role offers unparalleled exposure to C-suite decision-making and the opportunity to shape financial strategies for Fortune 500 clients. Enjoy hybrid work, comprehensive benefits, and a culture of continuous learning in our Manhattan headquarters.
Responsibilities
- Lead financial modeling and valuation for M&A transactions and equity investments
- Analyze market trends to inform strategic investment decisions for $1B+ portfolios
- Develop comprehensive risk assessment frameworks using advanced quantitative methods
- Present financial insights to executive stakeholders through executive dashboards and reports
- Collaborate with cross-functional teams to optimize capital allocation strategies
- Mentor junior analysts while maintaining strict compliance with SEC regulations
Qualifications
- Master's degree in Finance, Economics, or CFA charterholder required
- 5+ years of experience in investment banking or asset management
- Expert proficiency in Bloomberg Terminal, SQL, and advanced Excel modeling
- Proven track record of leading $50M+ financial analysis projects
- Deep understanding of IFRS and GAAP reporting standards
- Exceptional presentation skills with executive-level experience
- Certifications in FRM or CAIA preferred