Job Description
Join our elite finance team at Capital Financial Partners, a premier investment firm in the heart of Washington DC. We're seeking a dynamic Financial Analyst to drive data-driven decision-making for our portfolio of Fortune 500 clients. This immediate opening offers unparalleled growth opportunities in a fast-paced, collaborative environment where your insights directly impact multi-million-dollar strategies.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to produce comprehensive investment reports
- Build sophisticated financial models for valuation, forecasting, and scenario analysis
- Prepare executive presentations translating complex data into actionable recommendations
- Monitor portfolio performance against benchmarks and identify optimization opportunities
- Collaborate with senior directors on M&A transactions and capital allocation strategies
- Lead cross-functional projects with investment banking and risk management teams
Qualifications
- Bachelor's degree in Finance, 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
- Exceptional quantitative skills with proven ability to interpret large datasets
- Strong communication skills for presenting to C-level executives and board members
- Active FINRA Series 63/66 or willingness to obtain immediately