Job Description
Join our award-winning financial institution at the heart of Wall Street. We seek a dynamic Senior Financial Analyst to drive strategic decision-making through data-driven insights. This role offers unparalleled exposure to global markets and the opportunity to shape our financial future. Enjoy a collaborative environment with cutting-edge tools and industry-leading benefits.
Responsibilities
- Lead financial modeling and forecasting for $5B+ portfolio
- Analyze market trends to inform investment strategies
- Develop risk assessment frameworks for new financial products
- Present findings to C-suite executives and board committees
- Optimize capital allocation across 15+ business units
- Ensure compliance with SEC and FINRA regulations
- Mentor junior analysts and drive process improvements
Qualifications
- 5+ years in investment banking or financial services
- CPA or CFA designation required
- Expertise in Bloomberg Terminal and SQL
- Advanced Excel modeling (VBA, Power Query)
- Proven track record in portfolio analysis
- Master's degree in Finance/Accounting
- Experience with regulatory reporting tools