Senior FP&A Associate: Strategic Modelling & Forecasting

About General Atlantic

General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support for over 830 companies throughout its history. Established in 1980, General Atlantic continues to be a dedicated partner to visionary founders and investors seeking to build dynamic businesses and create long term value. Guided by the conviction that entrepreneurs can be incredible agents of transformational change, the firm combines a collaborative global approach, sector specific expertise, a long-term investment horizon, and a deep understanding of growth drivers to partner with and scale innovative businesses around the world. The firm leverages its patient capital, operational expertise, and global platform to support a diversified investment platform spanning Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. General Atlantic manages approximately $123 billion in assets under management, inclusive of all strategies, as of December 31, 2025, with more than 900 professionals in 20 countries across five regions.

About Actis

In October 2024, General Atlantic acquired Actis, which now operates as its Sustainable Infrastructure business alongside its existing strategies in Growth Equity, Credit, and Climate. Actis is a leading global investor in sustainable infrastructure, delivering competitive returns for institutional investors and measurable positive impact for the countries, cities and communities in which it operates. Actis invests in structural themes that support long-term, equitable growth in defensive, critical infrastructure across energy transition, digitalization transition, and supply chain transformation. The firm’s decades of global experience, operational know-how and strong culture allows it to create global sustainability leaders at scale. Since inception, Actis has raised $26 billion to invest in a better tomorrow.

Key Purpose of Role

This exciting opportunity will work closely and collaboratively with the existing FP&A team in EMEA and US. This individual will be a key contributor to help strengthening and further build out a world class financial modelling and forecasting team for the firm. The role will involve performing consolidated analysis at both firm and fund strategy levels, providing actionable insights to key stakeholders. The position plays a critical part in shaping the firm’s financial outlook by developing and maintaining detailed revenue models for existing and new products, forecasting income streams, and consolidating key financial metrics such as management fees, performance-related earnings, and investment income. This hands-on role will support the build-up of the firm’s corporate long term financial models, forecasting long term developments, introductions of new products, impact on margins and key KPIs over a longer period. Perform ad hoc analysis on special projects, including new fund strategies and the financial impact to the firm. Another central aspect of the role is to collaborate closely with key business functions – including the broader Finance function, Fund Operations, Fund & Portfolio Analytics and Fundraising teams. Due to the complex nature of the work, experience of working with asset management, private equity or financial services in general would be highly beneficial for this new team member.

Key Responsibilities (this list is not exhaustive)

• Responsible for enhancing and maintaining detailed financial forecasting models for management fees, performance-related income, investment income, liquidity, and AUM/FEAUM at both consolidated and strategy/product levels.
• Support long-term financial planning, including income statement projections, margin analysis, and new product introductions.
• Partner with business leaders to deliver profitability and KPI analysis for funds and strategies.
• Prepare quarterly and annual deliverables, including flash reporting, budgets, reforecasts, and updates to the corporate model.
• Conduct ad-hoc analysis, sensitivity modelling, and scenario planning to support leadership decisions.
• Ensure data integrity and standardization across all models and forecasting processes.

Knowledge

• Advanced analytical skills.
• Demonstrable experience in developing and maintaining best practices in financial modelling and data governance.
• Strong data visualisation and storytelling capability (e.g. with PowerPoint presentations).
• Full working knowledge of Microsoft Office Suite.
• Experience with PowerBI and Anaplan an advantage.
• Knowledge of fund structuring and fund modelling an advantage.
• Experience working within the PE or Investment Banking sectors desirable.
• The ability to operate in an international team environment.
• Strong academics.

Personal attributes

• High attention to detail.
• Relationship building skills, including aptitude to effectively build positive working relationships with different parts of the firm.
• Excellent project management, administrative, organisation and time management skills.
• Ability to manage granular-level tasks and co-ordinate activities, diaries and manage stakeholders.
• Self-motivated with an ability to work autonomously and flexibly.
• Ability to interact personably, yet professionally with employees at all levels with equal ease.
• Ability to prioritise own workload and meet deadlines.
• Ability to work well independently and as part of a team.
• Resilient and ability to continuously perform under pressure and to ever changing deadlines.

General Atlantic is an equal opportunity employer and does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.