Job Description
Join our dynamic finance team at Capital Growth Partners, a leading investment firm managing over $5B in assets. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial decision-making and optimize portfolio performance. You'll collaborate with C-suite executives to deliver actionable insights that shape our investment strategy. Our culture values innovation, integrity, and professional growth, with comprehensive benefits including equity participation and flexible work arrangements.
Responsibilities
- Analyze financial markets, trends, and investment opportunities using quantitative models
- Prepare comprehensive financial models, forecasts, and valuation reports
- Develop dashboard visualizations and executive presentations for stakeholders
- Conduct due diligence on potential investments and risk assessments
- Lead cross-functional projects to improve financial processes and reporting
- Maintain compliance with SEC regulations and internal controls
- Mentor junior analysts and drive best practices in financial analysis
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years in investment banking, asset management, or financial analysis
- Expert proficiency in Excel, Bloomberg Terminal, and financial modeling tools
- Strong SQL skills for data extraction and analysis
- Advanced knowledge of GAAP, IFRS, and SEC regulations
- Proven track record in portfolio valuation and risk management
- Exceptional communication and presentation skills
- Series 7/63 or 65/66 licenses required