Job Description
Join our dynamic finance team at Apex Capital Partners, a leading investment firm in Boston's Financial District. We're urgently seeking a detail-oriented Senior Financial Analyst to drive strategic financial decision-making and support our rapid growth trajectory. This role offers unparalleled exposure to high-stakes financial modeling, portfolio analysis, and executive reporting in a collaborative, fast-paced environment.
Responsibilities
- Develop and maintain complex financial models for portfolio valuation and risk assessment
- Prepare comprehensive financial statements and executive dashboards for senior leadership
- Analyze market trends and economic indicators to inform investment strategies
- Lead cross-functional projects to optimize capital allocation and resource planning
- Conduct ad-hoc financial investigations and due diligence for potential acquisitions
- Mentor junior analysts and improve departmental reporting systems
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel (VBA, Power Query) and financial modeling tools
- Strong SQL and data visualization skills (Tableau/Power BI)
- Experience with SEC filings and regulatory compliance
- Exceptional analytical problem-solving and presentation abilities
- CFA charter or CPA certification required