Job Description
Join our dynamic finance team at Apex Capital Partners, a leading investment firm managing over $10B in assets. We seek a driven Senior Financial Analyst to drive strategic financial decision-making and support our portfolio companies through rigorous financial modeling and analysis. This hybrid role offers unparalleled exposure to high-stakes financial operations in NYC's premier financial district.
Responsibilities
- Lead complex financial modeling and valuation projects for M&A transactions
- Analyze market trends and financial performance to inform investment strategies
- Prepare executive-level financial reports and dashboards for C-suite stakeholders
- Collaborate with portfolio companies on operational financial improvements
- Develop quantitative risk assessment frameworks for investment portfolios
- Present financial insights to investment committees and board members
Qualifications
- 5+ years in investment banking, private equity, or corporate finance
- Advanced proficiency in financial modeling (DCF, LBO, M&A)
- CFA or CPA certification preferred
- Expert-level Excel skills with VBA/macros
- Strong analytical skills with attention to detail
- Experience with Bloomberg Terminal and FactSet
- Master's degree in Finance, Economics, or related field