Financial Planning & Analysis (FP&A) Manager

About the role

The FP&A Manager leads financial planning, budgeting, forecasting and performance management across a sovereign wealth fund portfolio, integrating corporate FP&A with fund accounting to deliver insights on portfolio performance, asset allocation, liquidity and returns.

Key responsibilities

• Lead corporate and portfolio‑level financial planning, budgeting and forecasting, developing multi‑year plans covering cash flows, capital calls and NAV.
• Deliver consolidated portfolio performance reporting, analysing IRR, MOIC, valuation movements and providing dashboards on performance, liquidity and risk.
• Build valuation and scenario models, support investment committee materials and evaluate capital deployment strategies.
• Reconcile NAV, capital accounts and financial statements, interpret capital calls and valuation adjustments, and support fund structures and SPV consolidation.
• Integrate FP&A, portfolio and accounting systems, drive automation and ensure data governance.

Required profile

• Bachelor’s degree in finance or accounting.
• 8–10 years of experience in FP&A or asset management, preferably within a sovereign wealth fund, private equity or multi‑asset portfolios.
• Strong exposure to fund accounting and NAV reporting.
• CFA preferred; CPA, ACCA or CMA advantageous.

Required skills

• Financial modelling and scenario analysis.
• Performance analysis (IRR, MOIC) and reporting.
• Fund accounting integration and NAV reconciliation.
• Data governance and automation of FP&A processes.