Job Description
About the Role
Lead FP&A activities for Capital Management Corp, focusing on investment portfolio performance. Develop financial models to assess risk and return profiles. Provide strategic guidance to investment committees and executive leadership.
Responsibilities
- Develop complex financial forecasting models
- Analyze portfolio performance metrics
- Prepare quarterly investment reports
- Evaluate merger and acquisition opportunities
- Create presentations for executive leadership
- Develop risk assessment frameworks
- Mentor junior financial analysts
Requirements
- Bachelor’s in Finance, Accounting, or Economics
- 5+ years financial analysis experience
- CFA Level II or CPA preferred
- Advanced Excel and financial modeling
- Experience with Power BI or Tableau
- Knowledge of Bloomberg Terminal
- Strong presentation and communication skills
Benefits
- $125,000 – $145,000 plus bonus
- Discretionary bonus (15-20%)
- Comprehensive health benefits
- Executive retirement plan
- $10,000/year education stipend
- Paid family leave policy
- Downtown parking allowance
About the Company
Metropolitan Capital Advisors manages over $5B in assets for institutional clients nationwide. Our NYC-based firm combines quantitative analysis with strategic advisory services. Known for our meritocratic culture and client-focused approach.
Job ID: senior-financial-analyst-tOvgz
