Job Description
Join our award-winning investment firm as a Senior Financial Analyst and drive impactful financial strategies. We're seeking a dynamic professional to join our New York team immediately. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment where your expertise in financial modeling and market analysis will directly shape our investment decisions. Immediate start available.
Responsibilities
- Conduct in-depth financial modeling and valuation analyses for M&A transactions
- Develop comprehensive market research reports identifying investment opportunities
- Prepare detailed financial statements and regulatory compliance documentation
- Collaborate with senior leadership to optimize portfolio performance metrics
- Present complex financial insights to stakeholders through executive dashboards
- Lead cross-functional projects to enhance financial forecasting accuracy
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of experience in investment banking or asset management
- Advanced proficiency in Excel (VBA, Power Query) and financial modeling
- Strong SQL and data visualization skills (Tableau/Power BI)
- CFA charter holder or CPA certification
- Demonstrated expertise in SEC reporting and financial compliance
- Exceptional analytical and presentation abilities