Associate – FP&A | Large Cap Fund | Real Estate
* London
* Permanent
* Hybrid working
About the Company
We are working with a market-leading real estate investment fund with a diversified portfolio of assets across residential, commercial, and industrial sectors and a strong track record of performance to recruit a sharp and analytical Associate. This person will play an integral part of the European finance team and help drive strategic insights and operational excellence.
Role Overview
The Associate will be a key member of the finance team, responsible for supporting the strategic planning and financial analysis functions across the fund. You will deliver high-quality financial modelling, budget forecasts, and performance analysis across real estate assets, operating platforms, and corporate initiatives. This role requires a detail-oriented, highly motivated individual with strong analytical and communication skills who thrives in a fast-paced and intellectually demanding environment.
Key Responsibilities,
1. Financial Planning and Forecasting
* Support the annual budgeting and quarterly reforecasting processes across the portfolio.
* Develop robust financial models to project property-level and fund-level P&L, cash flows, and returns.
* Partner with asset managers and investment teams to gather key inputs and challenge assumptions.
2. Portfolio and Asset Analysis
* Conduct variance analyses comparing actuals vs. budget/forecast, and provide insight into key drivers.
* Track and evaluate KPIs across operating assets and development projects.
* Monitor capital expenditure and leasing activity impacts on asset valuation and performance.
3. Reporting and Presentations
* Prepare monthly and quarterly financial reporting packages for internal stakeholders and senior leadership.
* Contribute to investor reporting and board materials with accurate and compelling financial visuals.
* Ensure data integrity and timely delivery of reporting requirements.
4. Strategic Support
* Conduct ad-hoc scenario modelling, sensitivity analysis, and long-range planning exercises.
* Assist in capital allocation analysis and business case evaluations for new initiatives.
* Partner cross-functionally with accounting, investments, and operations teams to improve financial processes and decision-making tools.
Qualifications and Experience,
Education
* Bachelor’s degree in Finance, Accounting, Economics, or related field.
* Full accounting qualification (ACA or CPA)
Experience
* 3–5 years of relevant FP&A, corporate finance, or investment analysis experience, ideally within real estate.
* Strong understanding of real estate valuation metrics, investment structures, and fund-level modelling.
Skills
* Advanced Excel modelling skills and proficiency with PowerPoint.
* Experience with budgeting and planning tools highly desirable.
* Strong business acumen, with a strategic mindset and attention to detail.
* Excellent communication and interpersonal skills; comfortable interacting with senior leadership.
* Self-starter with the ability to manage multiple projects and meet deadlines in a fast-paced environment.