FP&A Associate, Private Equity
FP&A Associate, Private Equity

FP&A Associate, Private Equity

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join us as an FP&A Associate, managing financial data and liaising with key stakeholders.
  • Company: Be part of a dynamic private equity firm focused on innovative financial solutions.
  • Benefits: Enjoy competitive pay, flexible working options, and opportunities for professional growth.
  • Why this job: This role offers hands-on experience in finance, collaboration with diverse teams, and impactful work.
  • Qualifications: 5+ years in finance, strong analytical skills, and a degree are essential; CFA/ACA is a plus.
  • Other info: Ideal for motivated individuals eager to thrive in a fast-paced environment.

The predicted salary is between 43200 - 72000 £ per year.

The FP&A Associate will act as a key liaison between a variety of internal and external stakeholders including deal teams, asset managers, European and global finance teams, treasury and accounting functions, investor relations, and auditors.

Main responsibilities will include:

  • Working closely with administrators, portfolio management and asset management teams to ensure timeliness and accuracy of the quarterly valuation data for the European funds.
  • Preparation of European valuations and fund performance summaries, liaising with senior management and New York Head office for review.
  • Provide key portfolio analytics across the Funds.
  • Quarterly forecasting, including consolidation of deal level projections, preparation of materials for regional review.
  • Work closely with the investor relations team to gather, analyse and summarise data and commentary for the quarterly investor letters.
  • Preparation of investor specific reporting including fund level forecasts, performance summaries and other ad-hoc requests.
  • Support ongoing technology and processes transformation initiatives in the areas of liquidity management, debt reporting and valuations.
  • Support all activities relating to valuations, fund performance and forecasting processes.

Qualifications & Skills:

  • 5+ years of work experience required, with a financial services industry background being a significant advantage.
  • Highly motivated individual with a reputation for excellence and achievement and a mindset for self-improvement and growth.
  • A willingness to work across multiple functional areas in a dynamic environment.
  • Strong analytical and financial skills, including strong knowledge of finance and accounting and exceptional Excel and PowerPoint expertise.
  • Excellent communication and interpersonal skills; ability to work in team environments and develop/maintain internal and external relationships is critical.
  • Superior quantitative and qualitative analytical skills, strong knowledge of finance and accounting.
  • A highly motivated individual able to work independently and manage numerous, conflicting priorities and requests.
  • A high level of integrity and standard of professional conduct is essential.
  • Degree qualified.
  • CFA, ACA (or similar) an advantage.
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Contact Detail:

Allbyn Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land FP&A Associate, Private Equity

✨Tip Number 1

Network with professionals in the private equity and financial services sectors. Attend industry events, webinars, or local meetups to connect with individuals who can provide insights into the role and potentially refer you to opportunities at StudySmarter.

✨Tip Number 2

Familiarise yourself with the latest trends and technologies in financial analysis and reporting. Being knowledgeable about tools that enhance liquidity management and valuations will set you apart during discussions with our team.

✨Tip Number 3

Prepare to demonstrate your analytical skills through practical examples. Be ready to discuss how you've successfully managed conflicting priorities and delivered results in previous roles, as this is crucial for the FP&A Associate position.

✨Tip Number 4

Showcase your communication skills by engaging with our team on social media platforms. Comment on relevant posts or share insights related to finance and private equity, which can help you get noticed before applying.

We think you need these skills to ace FP&A Associate, Private Equity

Financial Analysis
Valuation Techniques
Excel Expertise
PowerPoint Proficiency
Forecasting Skills
Data Analysis
Communication Skills
Interpersonal Skills
Project Management
Attention to Detail
Stakeholder Management
Problem-Solving Skills
Quantitative Analysis
Qualitative Analysis
Knowledge of Financial Regulations

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in FP&A roles. Emphasise your analytical skills and any specific achievements that align with the responsibilities outlined in the job description.

Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and how your background fits the requirements. Mention your experience with stakeholder management and your ability to work across various functional areas, as these are key aspects of the position.

Highlight Technical Skills: Since the role requires strong Excel and PowerPoint expertise, be sure to mention any relevant projects or experiences where you utilised these tools effectively. Consider including specific examples of financial modelling or reporting you've done.

Showcase Communication Skills: Given the importance of communication in this role, provide examples in your application of how you've successfully collaborated with teams or presented data to stakeholders. This will demonstrate your interpersonal skills and ability to maintain relationships.

How to prepare for a job interview at Allbyn

✨Showcase Your Analytical Skills

As an FP&A Associate, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've used data analysis in previous roles, particularly in financial forecasting or performance evaluation.

✨Demonstrate Financial Acumen

Make sure to highlight your knowledge of finance and accounting principles. Brush up on key concepts and be ready to explain how they apply to the role, especially in relation to valuations and fund performance.

✨Prepare for Stakeholder Interaction

Since this role involves liaising with various stakeholders, practice articulating how you would communicate complex financial information clearly and effectively. Think of examples where you've successfully managed relationships with internal or external parties.

✨Exhibit Adaptability and Teamwork

The job requires working across multiple functional areas. Be ready to share experiences that demonstrate your ability to adapt to changing environments and collaborate with diverse teams to achieve common goals.

FP&A Associate, Private Equity
Allbyn
A
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