FP&A Manager - Private Equity Fund

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.

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