Senior Financial Analyst

4 weeks ago


Westfield, United States Finer Recruiting, LLC Full time

Position Summary

Highly successful, 20+ year old boutique hedge fund is seeking a Senior Financial Financial Analyst. The Analyst will work directly with the Investment team to analyze potential investment opportunities in public companies and identify and assess associated risks. This position requires a candidate with a comprehensive understanding of how to interpret SEC filings for U.S. listed public companies.

The candidate must come into the position skilled in analyzing all aspects of public company financial statement reporting.

Position Responsibilities

  • Identify and assess financial and operational risks in connection with investment structures;
  • Interact with company management where appropriate and challenge findings that impact proposed investments;
  • Communicate effectively with the Investment Team and assist in preparing written memoranda identifying investment risks;
  • Attend, and present at meetings of the Investment Committee to discuss risks and merits of potential investments;
  • Travel with Investment Team members to attend on-site visits at current or potential portfolio companies


Position Requirements

  • Bachelor’s Degree in Accounting or Finance
  • Strong accounting skills preferred
  • CFA & other licenses or designations preferred
  • 3-10 years experience at Investment Bank, Investment Manager or Hedge Fund
  • Financial, Accounting and Operational Due Diligence Experience
  • Outstanding communication and presentation skills
  • Will eventually require passing Series 7, 24 & 63



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