Job Description
At Summit Capital Partners, we redefine excellence in the financial sector. We are seeking a visionary Senior Financial Analyst to join our high-performance team in New York City. This role is designed for a strategic thinker who excels at distilling complex data into actionable investment insights and driving long-term value for our global portfolio.
As part of our Investment Strategy group, you will lead the charge in financial modeling, market trend analysis, and capital allocation strategies. We provide a dynamic, technology-driven environment where your expertise directly influences high-stakes decisions and helps shape the future of our firm.
Responsibilities
- Develop sophisticated financial models to evaluate potential investment opportunities and assess portfolio risk profiles.
- Conduct deep-dive fundamental research on industry trends, competitive landscapes, and macroeconomic indicators.
- Lead the quarterly forecasting process and provide detailed variance analysis to executive leadership.
- Partner with cross-functional teams to optimize capital allocation and enhance operational efficiency across departments.
- Prepare high-stakes presentation decks and financial reports for the Board of Directors and institutional investors.
- Leverage advanced data visualization tools to automate reporting workflows and improve data transparency.
Qualifications
- Bachelor’s degree in Finance, Economics, or a quantitative field; MBA or CFA charter is highly preferred.
- Minimum of 5-7 years of experience in investment banking, private equity, or corporate FP&A.
- Mastery of complex financial modeling and valuation techniques including DCF, LBO, and Multiples analysis.
- Exceptional analytical skills with the ability to translate complex data sets into strategic narratives.
- Advanced proficiency in Microsoft Excel, SQL, and financial software platforms such as Bloomberg or FactSet.
- Proven track record of success in a high-pressure, fast-paced financial environment with tight deadlines.