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Senior Financial Analyst
2 months ago
EPIC Brokers is seeking a highly skilled Senior Analyst to join our Financial Services team. As a key member of our team, you will be responsible for providing analytical support to our Managing Principal of Financial Services - Capital Advisory Solutions.
Key Responsibilities:- Maintain and create complex Excel spreadsheets to track potential portfolio companies and relevant information.
- Develop and implement portfolio construction strategies to meet given objectives and constraints.
- Build and update multi-year cash flow models to analyze portfolio performance and risk.
- Analyze financial statements to extract and input data into credit models.
- Calculate and analyze credit spreads from available financial market information sources.
- Understand credit loss and recovery data.
- Communicate complex financial information to stakeholders through clear and concise presentations.
- Facilitate negotiation of contractual agreements between CFOs and external counsel.
- College degree from an accredited institution.
- Minimum 5 years of experience in Accounting, Insurance, or Financial Services.
- Advanced technical skills in Excel, including financial formulae, pivot tables, and macros.
- Detail-oriented and accuracy with numbers.
- Critical thinking and problem-solving skills.
- Excellent time management and organizational skills.
- Ranked #17 Top Global Broker by AM Best.
- Ranked #17 Top 100 Largest U.S. Broker by Business Insurance.
- Competitive salary range: $125,000 to $175,000 in base pay, exclusive of bonuses or benefits.
EPIC Brokers is committed to fostering a diverse and inclusive work environment where every colleague feels valued, respected, and empowered to deliver the best outcome to our clients.
