At a Glance
- Tasks: Manage financials for real estate funds and develop a new FP&A function.
- Company: Boutique fund manager in the heart of London with a dynamic culture.
- Benefits: Competitive salary, bonus, pension, 25 days leave, and career growth opportunities.
- Why this job: Join a growing team and make a real impact in the finance industry.
- Qualifications: Chartered accountant with experience in private equity or real estate.
- Other info: Fast-paced environment with a focus on collaboration and innovation.
The predicted salary is between 60000 - 70000 £ per year.
Location: City of London
Salary: £60-70,000 + 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
- 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
- £60,000–£70,000 base salary.
- Annual bonus plan.
- 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 Analyst employer: Trades Workforce Solutions
Contact Detail:
Trades Workforce Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FP&A Analyst
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant LinkedIn groups, and don’t be shy about reaching out to professionals for informational chats. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them how your skills align with their needs, especially in FP&A and portfolio management!
✨Showcase Your Skills
Create a portfolio or presentation that highlights your financial models, budgeting experience, and any relevant projects. This is your chance to shine and demonstrate your strategic mindset. We love seeing candidates who can back up their claims with real examples!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that FP&A Analyst role! We’re always on the lookout for talented individuals who are ready to thrive in a dynamic environment. Let’s make this happen together!
We think you need these skills to ace FP&A Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the FP&A Analyst role. Highlight relevant experience, especially in financial management and reporting. We want to see how your skills align with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your chartered accountant qualification and any experience with private equity or real estate clients. We love a good story!
Showcase Your Analytical Skills: Since this role involves building financial models and conducting scenario analysis, make sure to highlight any relevant projects or experiences. We’re looking for someone who can think critically and provide strategic insights, so don’t hold back!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Trades Workforce Solutions
✨Know Your Numbers
As an FP&A Analyst, you'll be dealing with financial data all the time. Brush up on your financial modelling skills and be ready to discuss how you've used them in past roles. Be prepared to explain your thought process behind budgeting and forecasting activities.
✨Understand the Business
Familiarise yourself with the real estate market and the specific challenges faced by fund managers. Research the company’s previous funds and their performance metrics. This will show that you’re genuinely interested and can contribute valuable insights.
✨Prepare for Scenario Questions
Expect questions that test your critical thinking and decision-making skills. Think of scenarios where you had to analyse financial data or make strategic recommendations. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Showcase Your Communication Skills
Since this role involves producing board materials and investor presentations, demonstrate your ability to communicate complex financial information clearly. Practice explaining financial concepts in simple terms, as this will be crucial when working with non-financial stakeholders.