Financial Analyst

Saved job description

We are looking for a Financial Analyst to join our team, supporting analytical initiatives across a broad mix of financial services businesses. In this role, you will contribute to investment evaluation, portfolio performance review, and strategic decision-making through rigorous financial analysis and modeling. This position offers regular interaction with senior leaders, investment stakeholders, and portfolio company teams, creating strong opportunities for career development in a dynamic environment.Responsibilities:• Develop and update comprehensive financial models to assess potential investments, support strategic planning, and evaluate business performance across portfolio companies.• Review financial statements, key performance indicators, and operational data to highlight trends, uncover risks, and identify growth opportunities.• Contribute to transaction-related due diligence by analyzing target company information for acquisitions, follow-on investments, and other strategic opportunities.• Create clear and decision-ready materials for investment committees, board meetings, and leadership reporting.• Assist with budgeting, forecasting, and long-term financial planning efforts in collaboration with portfolio company teams.• Perform market assessments, competitor reviews, and benchmarking analyses to support investment and operating decisions.• Track portfolio company results and prepare recurring performance updates for senior leadership and investment teams.• Work closely with internal investment professionals and portfolio finance leaders on value creation initiatives and other high-priority projects.