Job Description
Join our dynamic finance team at Capital Partners Group, a leading investment firm in Boston's Financial District. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and analysis initiatives. This role offers hybrid work arrangements, competitive compensation, and clear pathways for career advancement in a collaborative environment.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for investment portfolios
- Develop comprehensive financial models for valuation and forecasting
- Prepare executive-level presentations and reports for senior leadership
- Collaborate with portfolio managers to support investment decision-making
- Monitor market conditions and regulatory changes affecting financial strategies
- Lead cross-functional projects to improve financial reporting processes
- Maintain accurate databases and ensure compliance with SEC regulations
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of financial analysis experience in investment management or corporate finance
- Advanced proficiency in Excel, financial modeling, and data visualization tools
- Strong understanding of GAAP, SEC regulations, and financial markets
- Exceptional analytical and problem-solving abilities with attention to detail
- Proven experience presenting complex financial concepts to non-financial stakeholders
- Experience with Bloomberg Terminal and financial analysis software (e.g., FactSet)