Job Description
Join our award-winning investment firm as a Senior Financial Analyst and drive strategic financial decision-making for Fortune 500 clients. We're seeking a data-driven expert to transform complex financial data into actionable insights that fuel growth and profitability. Our dynamic team thrives on innovation and collaboration, offering unparalleled opportunities for career advancement in the heart of NYC's financial district.
At Capital Growth Partners, you'll work with cutting-edge financial modeling tools and collaborate directly with C-suite executives to optimize investment portfolios and identify market opportunities. We provide comprehensive benefits including equity participation, flexible work arrangements, and continuous learning stipends.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to produce comprehensive investment reports
- Build and maintain complex financial models for valuation, forecasting, and scenario analysis
- Develop actionable insights through advanced Excel, SQL, and Power BI visualizations
- Present findings to executive stakeholders through compelling data narratives
- Monitor portfolio performance and recommend strategic adjustments
- Lead cross-functional projects to enhance financial reporting efficiency
- Conduct due diligence for potential acquisitions and partnerships
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Expert proficiency in financial modeling (DCF, LBO, M&A) and advanced Excel functions
- Strong SQL and Power BI skills for data extraction and visualization
- Deep understanding of GAAP and SEC reporting requirements
- Proven ability to translate complex data into executive-level recommendations
- CFA designation or CPA license highly desirable