FP&A Manager - Private Equity Fund

JSS; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

JSS is partnering with a confidential multi-strategy investment management firm to recruit a Manager, Group/Corporate FP&A, reporting directly to the Head of FP&A with exposure to the CFO and ExCo. This is a hands-on, individual-contributor role at the centre of the Group's planning, performance reporting and capital agenda.

Responsibilities include building the Group's consolidated forecasts and long-term plans, preparing board packs and KPI dashboards, cost and opex analysis, dividends and

Qualifications

• 5-8 years of relevant finance experience in FP&A, modelling or investment finance.
• Experience in private equity, asset management, investment holding or listed financial services.
• Audit/accounting training with a move into FP&A is welcome.
• Strong financial modelling across forecasting, cost analysis, valuation or debt.
• Exposure to compensation/incentive modelling or fund economics is a differentiator, not a requirement.

Responsibilities

• Build and own the Group's consolidated forecasting, budgeting and long-term planning models across all entities, including liquidity forecasting.
• Prepare board-level and investor-facing performance packs and KPI dashboards with insights and recommendations.
• Own group and entity-level cost analysis, including cost allocation, recharges and headcount tracking.
• Provide analytical support for dividends, share buybacks, equity issuances, and debt facility modelling.
• Support holding-level valuation work and reconciliation to accounting records.
• Support portfolio KPIs, runway analysis and performance benchmarking; assist senior management on business development.

Skills

Financial modelling

Forecasting

Cost analysis

Advanced Excel

Fund economics

Education

CFA/ACCA/CIMA/ACA

Tools

Excel

Job description

We're working confidentially with a multi-strategy investment management firm - spanning private equity, venture capital, and a listed holding company - managing a multi-billion dollar portfolio across financial services, technology, infrastructure and consumer sectors.

Following a recent Finance transformation, they're looking to bring in a Manager, Group/Corporate FP&A, reporting directly to the Head of FP&A with genuine exposure to the CFO and ExCo.

This is a hands-on, individual-contributor role sitting at the centre of the Group's financial planning, performance reporting and capital agenda - broader than a typical corporate FP&A manager remit:

• Build and own the Group's consolidated forecasting, budgeting and long-term planning models across all strategies and legal entities, including liquidity forecasting and rolling-forecast governance
• Prepare board-level and investor-facing performance packs, monthly/quarterly management reporting and KPI dashboards — leading with implications and recommendations, not just data
• Own Group and entity-level management-cost and opex analysis, including cost allocation, recharges and headcount-driven cost tracking, partnering directly with Cost Centre leads and Strategy Heads on P&L discussions
• Provide analytical support for dividends, share buybacks, equity issuances, and debt facility modelling (covenants, drawdowns, refinancing)
• Support holding-level valuation work — data collection, KPI calculation, methodology review and reconciliation to accounting records
• Provide analytical support across direct and indirect investments, including portfolio KPIs, runway analysis and performance benchmarking, and support senior management on business development
• Own a specialist stream of compensation and incentive analytics — management incentive schemes, bonus pools, co-investment and long-term incentive plans, plus carried interest modelling as part of the broader comp remit
• Contribute to the function's AI and automation tooling, including maintaining AI-enhanced forecasting, reporting and valuation models
• Provide occasional supportive capacity to Fund FP&A and Fund Accounting

What we're looking for:

• 5-8 years of relevant finance experience, with a substantial portion in FP&A, financial modelling or investment finance
• Experience in private equity, asset management, investment holding or listed financial services strongly preferred
• Audit/accounting trained with a move into FP&A, or industry-trained FP&A with strong technical grounding — both welcome
• Strong financial modelling grounding across forecasting, cost analysis, valuation or debt; exposure to compensation/incentive modelling or fund economics is a differentiator, not a requirement
• Advanced Excel and financial modelling skills; ACA/ACCA/CIMA/CFA (qualified or finalist) is a plus

On offer: direct day-to-day collaboration with the Head of FP&A and exposure to the CFO, a distinctive scope spanning corporate FP&A, valuation, debt, cost and compensation analytics, a clear path to Senior Manager, and compensation benchmarked to the London alternative asset management market.