Investment Strategist, Insurance Solutions
Investment Strategist, Insurance Solutions

Investment Strategist, Insurance Solutions

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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Aviva plc

At a Glance

  • Tasks: Join our team to create tailored investment strategies for global insurance clients.
  • Company: We are a leading global asset manager with a strong insurance heritage.
  • Benefits: Enjoy a generous pension scheme, flexible working, and up to 40% discount on Aviva products.
  • Why this job: Be part of a dynamic team that influences investment strategies and drives positive change.
  • Qualifications: Seeking candidates with investment strategy experience and relevant qualifications like CFA or Actuary.
  • Other info: We embrace diversity and offer flexible working arrangements to suit your lifestyle.

The predicted salary is between 43200 - 72000 £ per year.

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Investment Strategist, Insurance Solutions

Apply locations London (UK) posted on Posted 6 Days Ago job requisition id R-158130

Please note this position is based in London and this will be the contractual location of the successful candidate, other locations cannot be considered.

Investment Strategist, Insurance Solutions

This is a great job for an investment professional to join our Investment Solutions team. The successful candidate will be responsible for working with global insurance clients to design and deliver tailored investment strategies.

A bit about the job:

We are a global asset manager that combines our insurance heritage, investment capabilities and sustainability expertise to deliver wealth and retirement outcomes that matter most to investors.

As the asset management business of one of the UK’s largest insurers, our experience makes us a natural partner for clients looking for consistent returns and enhanced capital preservation through market cycles. We invest across public and private markets, with extensive fixed income capabilities, and we offer bespoke solutions that cater to individual client needs. The successful candidate will work with a wide range of clients, primarily insurance companies. They will be responsible for translating the client’s target outcomes into tailored investment strategies and integrating those mandates into our portfolio management processes. The Investment Solutions team also acts as the insurance centre of excellence within the business, assessing changes in the insurance market (such as the impact of new regulations), sharing our experience through case studies and thought leadership, and identifying opportunities to grow our insurance franchise.

Skills and experience we’re looking for:

  • Practical experience of the investment strategies and/or mandates of insurance clients.

  • An understanding of how global insurance solvency and accounting regimes influence the investment and asset-liability management strategies of insurance companies.

  • An understanding of public assets, private assets and/or derivatives.

  • Qualified or nearly qualified CFA, Actuary, or similar professional qualification.

  • Energetic and forward thinking with high ethical standards and truly professional approach.

What you’ll get for this role:

  • Generous pension scheme – Aviva will contribute up to 14%, depending on what you put in

  • Eligibility for annual performance bonus

  • Family friendly parental and carer’s leave

  • Generous holiday entitlement plus bank holidays with the option to buy/sell up to 5 additional days

  • Up to 40% discount for Aviva products

  • Brilliant flexible benefits including electric cars

  • Aviva Matching Share Plan and Save As You Earn scheme

  • 21 volunteering hours per year

In this role you’ll be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR). This means that we’ll need to complete some regulatory background checks on you before you take up your role and we’ll need to ask you some questions on an annual basis to make sure you remain ‘fit and proper’ and competent to carry out your role. We’ll provide training on what holding a SMCR role means when you join us and annually thereafter.

Aviva is for everyone:

We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.

We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working –spending around 50% of their time in our offices every week – combining the benefits of flexibility, with time together with colleagues.

To find out more about working at Aviva take a look here

We interview every disabled applicant who meets the minimum criteria for the job. Once you’ve applied, please send us an email stating that you have a disclosed disability, and we’ll interview you.

We’d love it if you could submit your application online. If you require an alternative method of applying, send an email to

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We help our 19.5 million customers to save forthe future and manage the risks of everyday life. To give these customers the best possible products and service we know we must make Aviva the most attractive choice for talented, entrepreneurial people with diverse backgrounds and an evolving range of expertise and insight.

So, we’re passionate about helping our 23,000 people to do the best work of their lives, to enable them to make a positive difference to the lives of our customers.

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Investment Strategist, Insurance Solutions employer: Aviva plc

Aviva is an exceptional employer, offering a dynamic work culture in the heart of London that fosters professional growth and inclusivity. With generous benefits such as a robust pension scheme, flexible working arrangements, and opportunities for volunteering, employees are empowered to thrive both personally and professionally. The Investment Solutions team provides a unique chance to engage with global insurance clients, making a meaningful impact through tailored investment strategies while enjoying a supportive environment that values diverse backgrounds and experiences.
Aviva plc

Contact Detail:

Aviva plc Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Strategist, Insurance Solutions

✨Tip Number 1

Familiarise yourself with the latest trends in insurance investment strategies. Understanding how global solvency and accounting regimes impact these strategies will give you an edge in discussions during interviews.

✨Tip Number 2

Network with professionals in the insurance and investment sectors. Attend industry events or webinars to connect with potential colleagues and gain insights into the role, which can help you tailor your approach when applying.

✨Tip Number 3

Prepare to discuss specific case studies or examples of how you've successfully designed investment strategies in the past. This practical experience is crucial for demonstrating your capability to meet client needs.

✨Tip Number 4

Stay updated on regulatory changes affecting the insurance market. Being knowledgeable about these changes will not only impress interviewers but also show your commitment to the field and its evolving landscape.

We think you need these skills to ace Investment Strategist, Insurance Solutions

Investment Strategy Development
Understanding of Insurance Mandates
Knowledge of Global Insurance Solvency Regulations
Asset-Liability Management
Public and Private Asset Analysis
Derivatives Knowledge
CFA or Actuarial Qualification
Client Relationship Management
Analytical Skills
Ethical Standards
Communication Skills
Market Research and Analysis
Problem-Solving Skills
Adaptability to Regulatory Changes

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of an Investment Strategist in Insurance Solutions. Familiarise yourself with the key skills and experiences required, such as knowledge of investment strategies for insurance clients and understanding global insurance solvency regimes.

Tailor Your CV: Customise your CV to highlight relevant experience and qualifications that align with the job description. Emphasise your practical experience with investment strategies, any qualifications like CFA or Actuary, and your understanding of public and private assets.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Discuss how your background and skills make you a perfect fit for the position, and mention specific examples of how you've successfully worked with insurance clients in the past.

Proofread and Edit: Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the finance industry.

How to prepare for a job interview at Aviva plc

✨Understand the Insurance Landscape

Familiarise yourself with the current trends and regulations in the insurance market. Being able to discuss how these factors influence investment strategies will demonstrate your expertise and relevance to the role.

✨Showcase Your Technical Knowledge

Be prepared to discuss specific investment strategies and mandates relevant to insurance clients. Highlight your understanding of public and private assets, as well as derivatives, to show you can tailor solutions effectively.

✨Demonstrate Ethical Standards

Given the high ethical standards expected in this role, be ready to share examples of how you've maintained integrity in your previous positions. This will resonate well with the company's values.

✨Prepare Thoughtful Questions

Have a set of insightful questions ready for your interviewers. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals and values.

Investment Strategist, Insurance Solutions
Aviva plc
Location: London
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