Strategic Finance Manager

3 weeks ago

New York, United States Coda Search│Staffing Full time

As a Senior Finance Analyst, you will be responsible for developing and maintaining sophisticated financial models from scratch to support firm-wide decision-making, risk management, and performance analysis. This sits on the Financial Planning and Analysis team.


Key Responsibilities:

  1. Financial Modeling: Design and build complex financial models from scratch to evaluate investment opportunities, assess risk, and optimize portfolio performance. Models may include but are not limited to valuation models, scenario analyses, and risk models.
  2. Investment Analysis: Conduct in-depth analysis of investment strategies, asset classes, and individual securities to identify opportunities and risks. Evaluate portfolio performance and attribution, and provide recommendations to enhance returns and manage risk.
  3. Dashboards: Prepare monthly dashboards for senior management.
  4. Performance Reporting: Prepare detailed performance reports and analysis for internal and external stakeholders, including investors, senior management, and regulatory authorities. Ensure accuracy and consistency of reporting and compliance with regulatory requirements.
  5. Ad-Hoc Analysis: Conduct ad-hoc financial analysis and special projects as requested by senior management. Provide decision support on strategic initiatives, fund launches, and operational improvements.
  6. Model Validation: Validate and back-test financial models to ensure accuracy, reliability, and consistency with investment strategies and objectives. Implement enhancements and improvements to modeling methodologies as needed.
  7. Process Improvement: Identify opportunities to streamline financial processes, improve efficiency, and enhance the quality of financial analysis and reporting. Implement best practices and recommend automation solutions to increase productivity and scalability.

Qualifications:

  • Bachelor's degree in Finance, Economics, Mathematics, or a related field; advanced degree (e.g., MBA, CFA) preferred.
  • 7+ years of experience in financial analysis, modeling, and risk management, preferably in a hedge fund or asset management firm.
  • Expertise in building complex financial models from scratch using Excel, VBA, or other modeling software. Proficiency in programming languages (e.g., Python, R) is a plus.
  • Strong quantitative and analytical skills, with the ability to interpret data, perform statistical analysis, and draw meaningful insights.
  • Solid understanding of financial markets, investment products, and trading strategies across asset classes.
  • Excellent attention to detail and accuracy in financial analysis and reporting.
  • Strong communication and interpersonal skills, with the ability to articulate complex concepts and interact effectively with stakeholders.
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment, managing multiple priorities and deadlines.

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