Job Description
Join Capital Financial Partners as a Financial Analyst and drive strategic financial decision-making in the heart of Washington DC. We're seeking a detail-oriented professional to support our investment portfolio with rigorous analysis, forecasting, and reporting. This role offers direct exposure to C-suite executives and opportunities to shape financial strategy for Fortune 500 clients.
Our ideal candidate thrives in fast-paced environments and possesses exceptional analytical skills. You'll collaborate with cross-functional teams to deliver actionable insights that influence multi-million dollar decisions. We offer competitive compensation, comprehensive benefits, and a dynamic career growth path.
Responsibilities
- Analyze financial data to identify trends, risks, and investment opportunities
- Develop detailed financial models and forecasts for client portfolios
- Prepare comprehensive reports and presentations for executive stakeholders
- Conduct market research and competitive analysis to inform strategic decisions
- Collaborate with portfolio managers to optimize investment strategies
- Ensure compliance with SEC regulations and internal financial controls
- Maintain accurate financial databases and support budgeting processes
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- Strong understanding of GAAP, SEC regulations, and financial statement analysis
- Exceptional quantitative skills with attention to detail
- Ability to communicate complex financial concepts to non-financial stakeholders
- Proven experience with portfolio performance metrics and risk assessment
- Professional certification (CFA/CPA) highly desirable