At a Glance
- Tasks: Join us as an FP&A Associate, managing key financial data and liaising with various teams.
- Company: Be part of a dynamic private equity firm focused on excellence and innovation in finance.
- Benefits: Enjoy competitive pay, opportunities for growth, and a collaborative work environment.
- Why this job: This role offers hands-on experience in finance, working with top professionals and impacting fund performance.
- Qualifications: 5+ years in finance required; strong analytical skills and a degree are essential.
- Other info: CFA or ACA qualifications are a plus; thrive in a fast-paced, team-oriented culture.
The predicted salary is between 48000 - 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.
FP&A Associate, Private Equity employer: Allbyn
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 demonstrate your proactive approach and readiness to contribute to our ongoing transformation initiatives.
✨Tip Number 3
Prepare to discuss your experience in managing relationships with various stakeholders. Highlight specific examples where you've successfully collaborated with teams across different functions, as this is crucial for the FP&A Associate role at StudySmarter.
✨Tip Number 4
Brush up on your Excel and PowerPoint skills, focusing on advanced functions and data visualisation techniques. Being able to present complex financial data clearly and effectively will set you apart during interviews and show your capability to handle the responsibilities of the position.
We think you need these skills to ace FP&A Associate, Private Equity
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 demonstrate your ability to manage valuations and forecasting.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about the FP&A Associate role and how your background aligns with the responsibilities outlined in the job description. Mention your experience with stakeholder management and your proficiency in Excel and PowerPoint.
Highlight Relevant Skills: Clearly outline your qualifications, especially your analytical and financial skills. If you have a CFA or ACA qualification, make sure to mention it prominently, as it is considered an advantage for this position.
Showcase Your Communication Abilities: Since the role requires excellent communication and interpersonal skills, provide examples in your application of how you've successfully worked in team environments and maintained relationships with stakeholders in previous roles.
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 Communication Proficiency
Since the role involves liaising with various stakeholders, highlight your communication skills. Share experiences where you effectively communicated complex financial information to non-financial audiences.
✨Prepare for Technical Questions
Expect questions that test your knowledge of finance and accounting principles. Brush up on key concepts related to valuations, fund performance, and financial modelling, as these will likely come up during the interview.
✨Exhibit a Growth Mindset
The job description emphasises self-improvement and growth. Be ready to discuss how you've sought feedback in the past and what steps you've taken to develop your skills further, especially in a dynamic work environment.