Job Description
Join WealthBridge Capital Partners, a leading investment firm in San Francisco's thriving financial district. We're seeking a dynamic Senior Financial Analyst to drive strategic decision-making through data-driven insights. You'll collaborate with executive leadership to optimize portfolio performance, identify market opportunities, and deliver actionable financial models. Our culture values innovation, collaboration, and professional growth, offering competitive benefits and advancement opportunities in one of the world's premier financial hubs.
Responsibilities
- Analyze financial data and market trends to inform investment strategies and portfolio optimization
- Develop complex financial models for valuation, forecasting, and scenario analysis
- Prepare executive-ready presentations and reports for C-suite stakeholders
- Lead cross-functional projects with portfolio managers and risk analysts
- Monitor regulatory compliance and ensure adherence to SEC guidelines
- Mentor junior analysts and drive continuous process improvements
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (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 skills for data extraction and manipulation
- Experience with Bloomberg Terminal and market data platforms
- Exceptional presentation skills with PowerPoint visualization expertise
- FINRA Series 7/63 or willingness to obtain within 90 days