Job Description
Join Capital Growth Partners, a leading investment firm managing over $5 billion in assets, as we seek a Senior Financial Analyst to drive strategic financial decision-making. You'll collaborate with executive leadership to analyze market trends, optimize investment portfolios, and deliver actionable insights that shape our growth trajectory. This role offers unparalleled exposure to high-stakes financial operations in the heart of Wall Street's financial district.
Responsibilities
- Conduct in-depth financial modeling, valuation, and scenario analysis for multi-asset portfolios
- Develop comprehensive financial reports and dashboards for C-suite stakeholders
- Lead cross-functional initiatives to identify revenue optimization opportunities
- Analyze macroeconomic indicators and market shifts to inform investment strategies
- Mentor junior analysts and drive continuous improvement in financial processes
- Present findings to executive leadership with data-driven recommendations
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling tools
- Demonstrated expertise in valuation methodologies (DCF, LBO, comps)
- Strong understanding of SEC regulations and financial reporting standards
- Exceptional analytical and presentation skills with attention to detail
- Series 7 and 63/66 licenses (or ability to obtain within 90 days)