At a Glance
- Tasks: Manage LDI portfolios and implement structured derivative strategies for clients.
- Company: Join 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 collaborative team focused on delivering consistent returns and capital preservation.
- Qualifications: Previous LDI portfolio management experience and CFA Level III or similar qualification required.
- Other info: Inclusive workplace welcoming diverse backgrounds; flexible working options available.
The predicted salary is between 48000 - 72000 £ per year.
Please note this position is based in London and this will be the contractual location of the successful candidate, other locations cannot be considered.
Assistant Portfolio Manager, Liability Driven Investment (LDI)
This is a great role for a portfolio manager to join our LDI team.
The successful candidate will be responsible for managing LDI portfolios for our insurance and pensions clients, which will involve designing and implementing structured derivative 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, fixed income is in our DNA. Our experience spans across fixed income, from developed to emerging markets, investment grade to high yield and liquidity strategies. In addition to pooled strategies, we offer bespoke solutions to cater to individual client needs. Our insurance heritage makes us a natural partner for clients looking for consistent returns and enhanced capital preservation through market cycles.
This role is based in London, within our LDI team. You will be a lead portfolio manager on LDI portfolios and support the design and implementation of structured derivative strategies for our existing clients. In addition, you will support a range of other complementary mandates managed by the team as a co-portfolio manager. You will work collaboratively with other portfolio managers, research analysts, the Investment Solutions team and the trading teams.
Skills and experience we’re looking for:
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Previous LDI portfolio management experience.
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Experience of managing hedging portfolios for insurance clients, or working within asset-liability management teams, would be a benefit.
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CFA Level III or similar professional qualification.
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Energetic and forward thinking with high ethical standards and truly professional approach.
What you’ll get for this role:
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Generous pension scheme – Aviva will contribute up to 14%, depending on what you put in
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Eligibility for annual performance bonus
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Family friendly parental and carer’s leave
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Generous holiday entitlement plus bank holidays with the option to buy/sell up to 5 additional days
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Up to 40% discount for Aviva products
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Aviva-funded Private Medical Benefitto help you get expert support when you need it
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Brilliant flexible benefits including electric cars
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Aviva Matching Share Plan and Save As You Earn scheme
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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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Assistant Portfolio Manager/Portfolio Manager, Liability Driven Investment (LDI) employer: Aviva
Contact Detail:
Aviva Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Portfolio Manager/Portfolio Manager, Liability Driven Investment (LDI)
✨Tip Number 1
Network with professionals in the LDI space. Attend industry events, webinars, or local meetups to connect with people who work in asset management or have experience in liability-driven investment. This can help you gain insights and potentially get referrals.
✨Tip Number 2
Stay updated on market trends and regulatory changes affecting LDI portfolios. Being knowledgeable about current events and how they impact the insurance and pensions sectors will demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Consider reaching out to current or former employees of the company for informational interviews. They can provide valuable insights into the company culture and expectations for the role, which can help you tailor your approach.
✨Tip Number 4
Prepare to discuss specific examples of your previous LDI portfolio management experiences. Be ready to explain how you've designed and implemented structured derivative strategies, as this will be crucial in showcasing your fit for the role.
We think you need these skills to ace Assistant Portfolio Manager/Portfolio Manager, Liability Driven Investment (LDI)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in LDI portfolio management and any work with insurance clients. Use specific examples to demonstrate your skills in managing hedging portfolios and implementing structured derivative strategies.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your CFA Level III qualification or similar credentials, and explain how your previous experience aligns with the responsibilities of the Assistant Portfolio Manager position.
Highlight Soft Skills: In your application, emphasise your energetic and forward-thinking approach, as well as your high ethical standards. These traits are important for the role and will help you stand out as a candidate who fits the company culture.
Follow Application Instructions: Ensure you submit your application through the specified online platform. Double-check that all required documents are included and that you have followed any additional instructions provided in the job listing.
How to prepare for a job interview at Aviva
✨Showcase Your LDI Knowledge
Make sure to brush up on your understanding of Liability Driven Investment strategies. Be prepared to discuss specific examples from your past experience where you've successfully managed LDI portfolios or implemented structured derivative strategies.
✨Demonstrate Collaborative Skills
Since the role involves working closely with other portfolio managers and teams, highlight your ability to collaborate effectively. Share instances where teamwork led to successful outcomes in your previous roles.
✨Highlight Relevant Qualifications
If you have a CFA Level III or similar qualification, make it a point to mention it during the interview. Discuss how your education has equipped you with the skills necessary for this role, especially in managing hedging portfolios.
✨Prepare for Regulatory Questions
As this role requires certification under the Financial Conduct Authority’s regulations, be ready to answer questions about compliance and ethical standards. Familiarise yourself with the SMCR and be prepared to discuss how you maintain high ethical standards in your work.