Job Description
Join Apex Capital Partners, a leading investment firm in New York's financial district, as our Senior Financial Analyst. You'll drive strategic financial decisions through cutting-edge data analysis and collaborate with executive leadership to shape our portfolio's growth trajectory. We offer a dynamic environment where your expertise directly influences multi-million-dollar investments.
At Apex, we're redefining financial modeling with AI-driven insights. You'll lead complex valuation projects, optimize capital allocation, and present findings to C-suite stakeholders. Our culture values intellectual curiosity and data integrity, providing unparalleled exposure to global markets.
Responsibilities
- Develop sophisticated financial models for M&A transactions and investment opportunities
- Analyze market trends to inform portfolio strategy and risk assessment
- Prepare executive-level financial reports with actionable insights
- Lead cross-functional teams on due diligence initiatives
- Optimize capital allocation using scenario analysis and stress testing
- Present findings to Investment Committee with data-driven recommendations
Qualifications
- 7+ years in investment banking or asset management
- Advanced proficiency in financial modeling (DCF, LBO, M&A)
- Expertise in Excel, Bloomberg Terminal, and Python/R
- CFA or MBA from top-tier institution preferred
- Strong presentation skills with ability to simplify complex data
- Experience with regulatory compliance (SEC, FINRA)
- Proven track record in high-stakes decision environments