Job Description
Join our dynamic finance team at Apex Capital Partners, a leading investment firm in downtown LA. We're seeking a detail-oriented Financial Analyst to drive data-driven decisions and support our portfolio growth. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career advancement in a collaborative environment.
Responsibilities
- Analyze financial data to identify trends, risks, and investment opportunities
- Create detailed financial models for forecasting and valuation
- Prepare executive dashboards and performance reports
- Collaborate with portfolio managers on strategic initiatives
- Conduct market research and competitive analysis
- Support M&A due diligence processes
- Present findings to senior leadership
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 3+ years of financial analysis experience
- Advanced proficiency in Excel and financial modeling tools
- Strong SQL and data visualization skills (Tableau/Power BI)
- Experience with capital markets and investment vehicles
- Excellent analytical and problem-solving abilities
- SEC Series 86/87 or 63/65 certifications a plus