Job Description
Join Capital Dynamics, a leading investment firm with $12B AUM, as our Senior Financial Analyst. You'll drive strategic financial initiatives for our portfolio companies while working alongside industry pioneers in our Manhattan headquarters. This hybrid role offers unparalleled growth opportunities in private equity and venture capital. We provide comprehensive benefits including equity participation, wellness stipends, and continuous learning programs.
Responsibilities
- Analyze financial performance metrics to identify investment opportunities and risks across 50+ portfolio companies
- Build sophisticated financial models for valuations, M&A scenarios, and capital allocation strategies
- Prepare executive-level presentations for Investment Committee meetings with Fortune 500 executives
- Lead due diligence processes including financial statement audits and operational efficiency reviews
- Develop predictive analytics using Python and SQL to forecast market trends and portfolio performance
- Mentor junior analysts while maintaining 99% accuracy in quarterly reporting deliverables
Qualifications
- Bachelor's in Finance/Accounting with CPA or CFA designation required (MBA preferred)
- 5+ years in investment banking, private equity, or corporate finance with direct portfolio analysis experience
- Advanced proficiency in financial modeling (DCF, LBO, comps) using Excel and Bloomberg Terminal
- Demonstrated success in presenting complex financial narratives to C-level executives
- Expertise in data visualization tools (Tableau, Power BI) and programming languages (Python, R)
- Strong understanding of SEC regulations and GAAP/IFRS compliance standards
- Track record of cross-functional collaboration with operations and strategy teams