Job Description
Join Mountain Vista Financial Partners, a leading investment firm in Denver's thriving financial district, as we seek a dynamic Senior Financial Analyst to drive our strategic growth initiatives. This role offers unparalleled exposure to portfolio valuation, market analysis, and executive decision-making in a collaborative, fast-paced environment. You'll leverage cutting-edge financial modeling tools while contributing to high-stakes investment decisions that shape our future.
We offer comprehensive benefits including performance bonuses, professional development stipends, and flexible work arrangements. Our downtown Denver office features stunning mountain views and state-of-the-art amenities.
Responsibilities
- Develop complex financial models for portfolio valuation and risk assessment
- Analyze market trends and economic indicators to inform investment strategies
- Prepare executive-ready financial reports and dashboards for senior leadership
- Lead cross-functional projects in M&A due diligence and capital allocation
- Maintain compliance with SEC regulations and internal governance frameworks
- Mentor junior analysts while implementing process improvements
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Expert proficiency in Excel modeling, Bloomberg Terminal, and SQL
- Proven ability to translate complex financial data into actionable insights
- Series 7 and Series 63/66 licenses (or ability to obtain within 90 days)
- Exceptional communication skills with experience presenting to C-suite executives