Job Description
Join Capital Wealth Partners, a premier financial advisory firm in Washington, DC, as we seek a dynamic Senior Financial Analyst to drive strategic financial decision-making for our high-net-worth clientele. This role offers unparalleled exposure to complex portfolio analysis, regulatory compliance, and market trend forecasting within the nation's financial epicenter. You'll collaborate with C-suite executives and senior portfolio managers while shaping investment strategies for institutional clients.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for $2B+ investment portfolios
- Develop comprehensive financial models and valuation frameworks for asset allocation strategies
- Prepare executive-level reports and presentations for Board of Directors and regulatory bodies
- Lead cross-functional projects to optimize capital structure and improve ROI metrics
- Monitor compliance with SEC regulations and FINRA reporting requirements
- Conduct market research and competitive analysis for emerging investment opportunities
Qualifications
- Bachelor's in Finance, Economics, or related field; MBA or CFA preferred
- 5+ years of progressive financial analysis experience in asset management or investment banking
- Advanced proficiency in Bloomberg Terminal, SQL, and financial modeling software
- Proven ability to interpret complex regulatory frameworks (Dodd-Frank, SEC Rule 15c3-5)
- Exceptional presentation skills with experience communicating to executive stakeholders
- Active Series 7 and 63/66 licenses required