FP&A Analyst

Trades Workforce Solutions; United Kingdom; On-site; GBP 60,000 - 70,000; Full time

Job summary

A boutique fund manager in the City of London is seeking a qualified FP&A & Portfolio Analyst to oversee financial management of multiple real estate funds. This role offers a competitive salary of £60,000–£70,000 plus bonuses, and the opportunity to establish a new FP&A function. Ideal candidates will have a chartered accountant qualification and experience working with private equity or real estate clients. Join an inclusive work environment that supports career advancement and professional development.

Benefits

Annual bonus plan

25 days' annual leave

Employer pension contribution

Opportunities for career advancement

Collaborative work environment

Qualifications

• Qualified chartered accountant (preferably audit‑trained).
• Strong understanding of Lux GAAP.
• Ability to thrive in a fast-paced, dynamic, and global environment.

Responsibilities

• Oversee the financial management of multiple real estate funds.
• Manage quarterly and annual fund reporting.
• Establish and develop a new FP&A capability.
• Produce budgeting, forecasting, and scenario analysis.

Skills

Chartered accountant

Experience with private equity

Budgeting and forecasting

Strong communication skills

Critical-thinking ability

Education

Chartered accountant qualification

Job description

Role:FP&A & Portfolio Analyst

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 in to 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.