Job Description
Join Peak Capital Partners, a leading investment firm in Colorado Springs, as a Financial Analyst. We're seeking a detail-oriented professional to drive financial strategy and optimize investment portfolios. Our collaborative environment offers mentorship from industry veterans and opportunities to work with Fortune 500 clients. Enjoy competitive benefits, flexible scheduling, and a downtown office with mountain views.
Responsibilities
- Analyze financial data to identify trends and investment opportunities
- Develop detailed financial models for portfolio valuation and risk assessment
- Prepare executive reports and presentations for senior leadership
- Collaborate with cross-functional teams on strategic initiatives
- Monitor market conditions and recommend portfolio adjustments
- Ensure compliance with SEC regulations and internal policies
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel and financial modeling tools
- CFA or CPA certification preferred
- Strong analytical and problem-solving abilities
- Excellent communication and presentation skills
- Experience with financial software like Bloomberg Terminal