Find & Apply For Financial Analyst Jobs in Boca Raton, Florida

We are looking for a Financial Analyst to join our team, supporting analytical initiatives across a broad mix of financial services businesses. In this role, you will contribute to investment evaluation, portfolio performance review, and strategic decision-making through rigorous financial analysis and modeling. This position offers regular interaction with senior leaders, investment stakeholders, and portfolio company teams, creating strong opportunities for career development in a dynamic environment.

Responsibilities:

• Develop and update comprehensive financial models to assess potential investments, support strategic planning, and evaluate business performance across portfolio companies.
• Review financial statements, key performance indicators, and operational data to highlight trends, uncover risks, and identify growth opportunities.
• Contribute to transaction-related due diligence by analyzing target company information for acquisitions, follow-on investments, and other strategic opportunities.
• Create clear and decision-ready materials for investment committees, board meetings, and leadership reporting.
• Assist with budgeting, forecasting, and long-term financial planning efforts in collaboration with portfolio company teams.
• Perform market assessments, competitor reviews, and benchmarking analyses to support investment and operating decisions.
• Track portfolio company results and prepare recurring performance updates for senior leadership and investment teams.
• Work closely with internal investment professionals and portfolio finance leaders on value creation initiatives and other high-priority projects.