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Financial Analyst

Capital Financial Advisors · San Jose

Hybrid 🇬🇧 English
Microsoft Excel

Job description

About the role

Capital Financial Advisors is seeking a full‑time Financial Analyst to join its San José office. The position is hybrid, offering flexibility to work remotely while collaborating onsite with the investment banking team.

Key responsibilities

  • Conduct industry research and market analysis to support M&A and corporate strategy projects.
  • Analyze financial statements, build financial models, and perform company valuations.
  • Prepare market materials, presentations, and reports for clients and internal stakeholders.
  • Assist senior bankers with deal execution and due‑diligence activities.

Required profile

  • Strong financial and analytical abilities with a solid understanding of financial statements.
  • Exceptional quantitative and qualitative analysis skills.
  • Proficiency in English and Spanish.
  • Bachelor’s degree in Finance, Economics, Engineering or a related field.
  • Previous experience in investment banking is a plus.

Required skills

  • Microsoft Excel
  • Microsoft PowerPoint

Questions fréquentes

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Published 3 months ago

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Capital Financial Advisors

San Jose