Job Description
Join CapitalEdge Financial Group as a Senior Financial Analyst and drive strategic financial decisions in the heart of Wall Street. We're seeking a visionary professional to optimize our investment portfolio and enhance financial modeling capabilities. This role offers unparalleled exposure to global markets and the opportunity to shape our financial future.
Responsibilities
- Develop complex financial models for portfolio valuation and risk assessment
- Analyze market trends and economic indicators to inform investment strategies
- Prepare executive-level financial reports and presentations for C-suite stakeholders
- Lead cross-functional budgeting and forecasting initiatives
- Drive process improvements in financial reporting workflows
- Mentor junior analysts and provide technical guidance on financial tools
- Ensure compliance with SOX regulations and SEC reporting standards
Qualifications
- Bachelor's in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years in investment banking or asset management
- Advanced proficiency in Excel, Bloomberg Terminal, and financial software
- Strong quantitative analysis and statistical modeling skills
- Deep understanding of capital markets and derivative instruments
- Proven track record of presenting to executive leadership
- Series 7/63/66 licenses required