FP&A & Portfolio Analyst in London
FP&A & Portfolio Analyst

FP&A & Portfolio Analyst in London

London Full-Time 60000 - 70000 ÂŁ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage financial operations and develop FP&A capabilities for real estate funds.
  • Company: Boutique fund manager in the heart of London with a dynamic culture.
  • Benefits: Competitive salary, bonus, pension, 25 days annual leave, and career advancement.
  • Why this job: Join a growing team and make an impact in the real estate investment sector.
  • Qualifications: Qualified chartered accountant with experience in private equity or real estate.
  • Other info: Fast-paced environment with opportunities for professional development and collaboration.

The predicted salary is between 60000 - 70000 ÂŁ per year.

Salary: ÂŁ60-70,000 + bonus + pension + other benefits

Working pattern: Office-based 4 days pw

Equifind is supporting a boutique fund manager in the City of London specialising in the acquisition and management of European real estate assets. The business is now in fundraising mode for its third fund, with a strong deal pipeline extending into 2026.

As part of this growth, they are future‐proofing their support functions and have created a new role spanning Fund Control, Portfolio Management and FP&A functions. This is a great role for someone recently chartered looking to make their first move into the industry.

This hybrid position blends traditional fund control responsibilities with the opportunity to build and lead a new FP&A function. It offers broad exposure across fund operations, asset‐level performance, and strategic financial analysis, making it ideal for someone who thrives in a dynamic, entrepreneurial environment.

Key Responsibilities
  • Fund Control & Financial Operations
  • Oversee the financial management of multiple real estate funds, SPVs, and investment structures across Europe.
  • Manage quarterly and annual fund reporting, including NAV calculations, investor reporting packs, and performance metrics.
  • Coordinate external administrators, auditors, tax advisors, and other service providers.
  • Ensure compliance with fund documentation, regulatory requirements, and internal controls.
  • Review and challenge asset‐level financials, valuations, and cash flow forecasts.
  • Lead the consolidation and oversight of SPV accounts, including intercompany reconciliations and capital activity.
  • FP&A & Commercial Finance
    • Establish and develop a new FP&A capability for the platform, creating tools, models, and processes from the ground up.
    • Build forward‐looking financial models to support fundraising, capital deployment, and strategic decision‐making.
    • Partner with investment and asset management teams to analyse deal performance, sensitivities, and portfolio‐level returns.
    • Produce budgeting, forecasting, and scenario analysis for both fund‐level and corporate‐level planning.
    • Support senior leadership with commercial insights, board materials, and investor presentations.
    Application Requirements
    • Qualified chartered accountant (preferably audit‐trained).
    • Experience of working with private equity and/or real estate clients.
    • Prior experience leading budgeting and forecasting activities.
    • Strong understanding of Lux GAAP.
    • Exceptional communication and presentation skills.
    • Ability to thrive in a fast‐paced, dynamic, and global environment.
    • Strategic mindset with strong critical‐thinking and decision‐making capability.
    What's on Offer
    • 25 days' annual leave.
    • Employer pension contribution.
    • Opportunities for career advancement and professional development.
    • Collaborative and inclusive work environment.
    • Employee assistance programmes and additional perks.

    FP&A & Portfolio Analyst in London employer: Equifind

    Equifind is an exceptional employer, offering a dynamic and entrepreneurial work environment in the heart of London. With a strong focus on employee growth, the company provides ample opportunities for career advancement and professional development, alongside a competitive salary package that includes generous benefits such as a robust pension scheme and 25 days of annual leave. Joining Equifind means being part of a collaborative team that values innovation and strategic thinking, making it an ideal place for those looking to make a meaningful impact in the real estate investment sector.
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    Contact Detail:

    Equifind Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land FP&A & Portfolio Analyst in London

    ✨Tip Number 1

    Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.

    ✨Tip Number 2

    Prepare for interviews by researching the company and its culture. Understand their funds and strategies, and be ready to discuss how your skills align with their goals. Show them you’re not just another candidate!

    ✨Tip Number 3

    Practice your pitch! Be clear about your experience and what you bring to the table. Tailor your story to highlight your FP&A and portfolio management skills, making it relevant to the role you're after.

    ✨Tip Number 4

    Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.

    We think you need these skills to ace FP&A & Portfolio Analyst in London

    Fund Control
    Financial Operations
    NAV Calculations
    Investor Reporting
    Regulatory Compliance
    Financial Modelling
    Budgeting
    Forecasting
    Scenario Analysis
    Communication Skills
    Presentation Skills
    Critical Thinking
    Decision-Making
    Private Equity Experience
    Real Estate Knowledge

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV reflects the skills and experiences that match the FP&A & Portfolio Analyst role. Highlight your qualifications, especially if you're a chartered accountant, and any relevant experience in private equity or real estate.

    Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how your background makes you a perfect fit. Don’t forget to mention your strategic mindset and ability to thrive in dynamic environments.

    Showcase Your Communication Skills: Since exceptional communication is key for this role, make sure your application is clear and well-structured. Use concise language and bullet points where necessary to make it easy for us to see your strengths.

    Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!

    How to prepare for a job interview at Equifind

    ✨Know Your Numbers

    As an FP&A & Portfolio Analyst, you'll be dealing with financial models and metrics. Brush up on your understanding of NAV calculations, budgeting, and forecasting. Be ready to discuss how you've applied these in past roles or projects.

    ✨Showcase Your Strategic Mindset

    This role requires a strategic approach to financial analysis. Prepare examples that demonstrate your critical thinking and decision-making skills. Think about times when your insights led to significant outcomes in previous positions.

    ✨Familiarise Yourself with Lux GAAP

    Since a strong understanding of Lux GAAP is essential, make sure you can explain its principles and how they apply to fund management. If you have experience working with private equity or real estate clients, highlight that during the interview.

    ✨Communicate Effectively

    Exceptional communication skills are a must for this role. Practice articulating complex financial concepts clearly and concisely. Prepare to discuss how you've created presentations or reports for senior leadership or investors in the past.

    FP&A & Portfolio Analyst in London
    Equifind
    Location: London
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    • FP&A & Portfolio Analyst in London

      London
      Full-Time
      60000 - 70000 ÂŁ / year (est.)
    • E

      Equifind

      50-100
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