Senior Financial Analyst

4 weeks ago


Cleveland, United States Harmer Full time

Our Private Equity client is in search of a Sr. Financial Analyst / Investment Analyst. This boutique firm is looking for someone who is very roll up their sleeves and is comfortable with project based work. This role supports the VP of Finance, Chief of Staff and Founder of the firm.


Some responsibilities are:


  • Analyze financial data to forecast future financial performance.
  • Provide insights that help in strategic planning and resource allocation.
  • Assist in evaluating potential real estate investment projects, contributing financial expertise to investment analyses.
  • Track the performance of investments and assess financial results.
  • Prepare detailed reports on investment performance for stakeholders.
  • Oversee cash flows, manage bank accounts, and ensure sufficient liquidity for operations.
  • Handle transactions and cash management strategies to maximize financial efficiency.


Ideal Qualifications are:

  • 4+ years of experience ideally in alternative Investment Management industry or Financial Service (Hedge Fund, Private Equity, Venture Capital, Real Estate)
  • Bachelor's Degree in Accounting or Finance
  • Excellent Financial Analysis, Financial modeling and “what if” analysis work.
  • Excellent management, organizational, interpersonal and communication skills
  • Attention to detail and ability to multi-task
  • Passionate about working in a dynamic entrepreneurial environment
  • Hard-working, self-starter, dedicated, punctual and personable
  • Ability to define problems, collect data, establish facts, and draw valid conclusions to solve problems — quickly and competently with excellent excel skills.



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