Job description
At Apex Capital Partners, we combine rigorous research with actionable insights to drive superior risk-adjusted returns across asset classes. We are seeking a Senior Investment Analyst to join our New York office and partner with portfolio managers on idea generation, due diligence, and portfolio construction.
In this role, you will build and maintain financial models, perform scenario analysis, and translate complex data into clear investment theses for internal committees and clients. You will also contribute to market research, communicate findings, and support the ongoing risk management process.
What we offer: a competitive package, performance-based incentives, comprehensive benefits, and a collaborative culture that values intellectual curiosity and professional growth.
Responsibility
- Develop and maintain complex financial models (DCF, LBO, comps) to evaluateinvestment opportunities.
- Conduct in-depth company and industry research, including competitive dynamics and market sizing.
- Assist in due diligence, term sheet analysis, and coordination with external advisors.
- Construct and monitor portfolio analytics, risk metrics, and performance attribution.
- Prepare investment memos and present findings to investment committees and senior leadership.
- Collaborate with cross-functional teams to implement investment ideas and monitor execution.
- Support client communications and quarterly updates with clear, data-driven storytelling.
Qualification
- Bachelor’s degree in Finance, Economics, or related field; MBA or CFA designation preferred.
- 5+ years of experience in investment analysis, asset management, or corporate finance.
- Strong financial modeling skills, including DCF, comps, and scenario analysis.
- Proficiency in Excel (advanced formulas, VBA), SQL, and data visualization tools.
- Experience with Bloomberg Terminal or similar data platforms; familiarity with Python is a plus.
- Excellent written and verbal communication, with ability to present complex ideas clearly to diverse audiences.
- Strong attention to detail, rigorous analytical thinking, and ability to manage multiple projects.