FP&A Analyst

Private Equity Investment Platform | Jersey or London

Overview

A leading international private equity investment platform is seeking an FP&A Analyst to support its Executive Investments function. Working directly alongside senior investment leadership, this role will provide financial planning, portfolio analysis, strategic reporting, and commercial insight across a broad range of investment activities and portfolio initiatives.

This is a high-exposure opportunity within a fast-paced, intellectually rigorous environment, offering direct interaction with senior stakeholders across investments, finance, operations, and portfolio leadership teams. The successful individual will play a key role in supporting decision-making through high-quality analysis, forecasting, and executive reporting.

The preference is for the successful candidate to be based in Jersey, although London is also being considered to access a broader talent pool.

Key Responsibilities

• Support the Executive Investments team with financial planning, forecasting, and analytical activities across investment and portfolio operations

• Prepare executive-level reporting packs, board materials, and performance analysis for senior leadership stakeholders

• Deliver financial modelling and scenario analysis to support strategic initiatives, investment decisions, and portfolio performance reviews

• Analyse portfolio company financial performance, identifying trends, risks, opportunities, and operational drivers

• Assist with budgeting, reforecasting, and long-range planning processes across investment and corporate activities

• Partner with investment, finance, and operational teams to improve visibility over performance metrics and commercial KPIs

• Support ad hoc strategic projects, including operational value creation initiatives, investment analysis, and business planning exercises

• Contribute to the development and enhancement of reporting processes, planning models, and management information infrastructure

• Prepare presentations and materials for internal committees, leadership meetings, and investor-related discussions

• Support data-driven decision making through detailed financial analysis and commercial insight generation

Candidate Profile

• Experience within FP&A, transaction services, investment management, private equity, corporate finance, or strategic finance environments

• Strong financial modelling and analytical capability with excellent attention to detail

• Ability to interpret complex financial information and translate findings into commercial insight

• Experience working within fast-paced, high-performance environments with exposure to senior stakeholders

• Advanced Excel and financial modelling skills required

• Strong communication and presentation skills, with the confidence to interact directly with senior leadership

• ACA / ACCA / CIMA qualified or equivalent preferred

• Prior exposure to private equity, asset management, hedge funds, or broader investment management environments would be advantageous

• Commercially minded, intellectually curious, and highly proactive approach

What’s on Offer

• Direct exposure to senior investment leadership within a highly regarded international private equity platform

• Broad strategic and commercial exposure across investment and portfolio activities

• Opportunity to operate in a lean, high-impact environment with significant visibility and responsibility

• Collaborative, high-performance culture with strong long-term development potential

• Competitive compensation package and benefits structure

Location

Jersey preferred, with flexibility to consider London-based candidates.