Job Description
Join Capital Financial Partners, a leading investment firm in Washington, DC, as a Senior Financial Analyst. We seek a dynamic professional to drive financial strategy and deliver actionable insights for our portfolio of Fortune 500 clients. This high-impact role offers competitive compensation, comprehensive benefits, and unparalleled career growth in the heart of the nation's financial district.
Responsibilities
- Analyze financial data to identify trends and forecast performance for $2B+ investment portfolios
- Develop detailed financial models, valuation reports, and risk assessments
- Present strategic recommendations to executive stakeholders and C-suite clients
- Collaborate with cross-functional teams to optimize capital allocation strategies
- Lead ad-hoc financial projects including M&A due diligence and market expansion analyses
- Maintain compliance with SEC regulations and industry best practices
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- Demonstrated expertise in valuation methodologies (DCF, comps, precedent transactions)
- Exceptional analytical skills with attention to detail and accuracy
- Strong communication skills with ability to present complex concepts clearly
- Active FINRA Series 63/66 license (or ability to obtain within 90 days)