Job Description
Aegis Capital Partners is a premier investment management firm dedicated to delivering world-class financial insights and portfolio excellence. We are seeking a high-caliber Senior Financial Analyst to join our Investment Strategy group in the heart of New York City. This is a pivotal role where you will bridge the gap between complex data analysis and executive-level decision-making.
As a key member of our finance team, you will drive the creation of sophisticated financial models, evaluate multi-million dollar investment opportunities, and provide the strategic foresight necessary to maintain our competitive edge in a volatile global market. We offer a fast-paced, intellectually stimulating environment designed for top-tier professionals who thrive on impact and precision.
Responsibilities
- Develop and maintain complex financial models to support long-term strategic planning and capital allocation decisions.
- Perform in-depth market research and competitive benchmarking to identify emerging investment trends and risks.
- Collaborate directly with executive leadership to prepare monthly and quarterly business reviews and investor presentations.
- Oversee the annual budgeting and forecasting process, ensuring alignment with corporate growth objectives.
- Conduct rigorous due diligence on potential acquisitions and strategic partnerships.
- Leverage advanced data visualization tools to translate intricate financial datasets into actionable business intelligence.
Qualifications
- Bachelor’s degree in Finance, Economics, Mathematics, or a related quantitative field; MBA or Master's in Finance preferred.
- Minimum of 5-8 years of experience in corporate finance, investment banking, or private equity.
- CFA Charterholder designation or active progress toward completion is highly desirable.
- Expert-level proficiency in Microsoft Excel (VBA/Macros) and experience with SQL or Python for financial modeling.
- Demonstrated ability to communicate complex financial concepts to non-financial stakeholders.
- Exceptional attention to detail and a track record of managing multiple high-priority projects simultaneously.