Job Description
Join our dynamic finance team at Apex Capital Partners and drive strategic decision-making through data-driven insights. We're urgently seeking a Financial Analyst to support our expanding portfolio in Los Angeles' thriving financial sector. This high-impact role offers rapid career growth and exposure to C-suite executives.
Responsibilities
- Analyze financial statements and market trends to identify investment opportunities
- Build complex financial models for valuation, forecasting, and scenario analysis
- Prepare executive-level reports and presentations for stakeholders
- Collaborate with cross-functional teams to optimize resource allocation
- Monitor portfolio performance against KPIs and recommend strategic adjustments
- Lead ad-hoc financial projects supporting M&A initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial modeling experience in investment banking or asset management
- Advanced proficiency in Excel, Bloomberg Terminal, and financial software
- Strong SQL and Power BI skills for data extraction and visualization
- Exceptional analytical thinking and attention to detail
- FINRA Series 63/66 license (or ability to obtain within 90 days)