Investment Valuation Analyst
Investment Valuation Analyst

Investment Valuation Analyst

Full-Time 42500 - 51000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support asset valuation and improve pricing controls for investment assets.
  • Company: Join Aviva, a leading UK insurance and pensions business.
  • Benefits: Competitive salary, bonus opportunities, generous pension, and 29 days holiday.
  • Why this job: Make a real impact on financial results while growing your career.
  • Qualifications: Experience in finance with a focus on asset valuations; degree or investment qualification preferred.
  • Other info: Flexible working options and a supportive, inclusive culture.

The predicted salary is between 42500 - 51000 £ per year.

The Investment Reporting team provides critical services to the Aviva Markets in respect of the c£400bn of investment assets held by the market legal entities. Due to business growth, we have an exciting opportunity for an Investment Reporting Valuation Manager to join our passionate and tenacious team. This is a great job for someone who is driven, and career focused, with experience of illiquid assets and wishes to further their career with one of the UK's leading Insurance, retirement, and pensions businesses.

A bit about the job: The purpose of this role is to support the Asset Valuation Senior Manager to perform IPV (Independent Price Verification) and review the valuation methodologies for the investment assets held by Aviva Markets. The quality of valuation data and impact of any decisions being made will often directly impact the financial results for the Aviva Markets. The role will involve operating and improving a suite of pricing controls plus supporting the origination and on-boarding of new and illiquid assets and asset classes. The role has exposure to a wide range of asset classes with a particular focus on illiquid debt and OTC derivatives. The team also acts as a key SME function for queries in respect of investment assets or investment data. The role will also involve supporting with a wide range of regulatory reporting and governance requirements. This role sits within the Investment Reporting team; the core services performed by the team include the daily validation and enrichment of investment data needed by the markets in respect of the investment assets held; provision of data to key stakeholders (actuarial, ALM, CIO, tax etc); performing relevant Statutory & Regulatory Reporting on the investments (IFRS reporting and disclosures, Solvency II QRTs etc); performing Credit Risk Reporting and performing Independent Price Validation in line with PRA requirements.

Skills and experience we're looking for:

  • Proven experience of working in a finance role with a focus on asset valuations
  • Ideally degree educated and/or holder of a recognised Investment qualification (CFA or equivalent)
  • Understanding of asset classes and investment instruments including illiquid debt and OTC derivatives, with an understanding of their valuation methodologies, particularly discounted cashflow analysis.
  • Excellent analytical skills and an eye for detail.
  • Good Microsoft Excel skills beneficial.
  • Good communication skills with both internal and external partners.
  • Ability to challenge valuations which may be subjective, and prioritise workloads to meet tight reporting deadlines.

What you'll get for this role:

  • Salary ranges from Circa £50,000 - £60,000 (depending on skills, experience and qualifications).
  • Bonus opportunity - 10% of annual salary. Actual amount depends on your performance and Aviva's.
  • Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in.
  • 29 days' holiday plus bank holidays, and you can choose to buy or sell up to 5 days.
  • Make your money go further - Up to 40% discount on Aviva products, and other retailer discounts.
  • Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme.
  • Brilliantly supportive policies including parental and carer's leave.
  • Flexible benefits to suit you, including sustainability options such as cycle to work.
  • Make a difference, be part of our Aviva Communities and use your 3 paid volunteering days to help others.
  • We take your wellbeing seriously with lots of support and tools.

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, please email alice.neal@aviva.com.

Investment Valuation Analyst employer: CFA Institute

Aviva is an exceptional employer, offering a dynamic work environment where employees can thrive and grow in their careers. With a strong focus on employee wellbeing, generous benefits including a competitive salary, pension contributions, and flexible working options, Aviva fosters a culture of inclusivity and support. The Investment Valuation Analyst role provides unique exposure to diverse asset classes and the opportunity to make a significant impact within one of the UK's leading insurance and pensions businesses.
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Contact Detail:

CFA Institute Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Valuation Analyst

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Prepare for interviews by researching common questions for Investment Valuation Analysts. Practice your responses, focusing on your experience with illiquid assets and valuation methodologies. Confidence is key, so get comfortable talking about your skills!

✨Tip Number 3

Showcase your analytical skills! Bring examples of how you've tackled complex valuation challenges in the past. Use data to back up your claims and demonstrate your attention to detail – it’s what sets you apart from the competition.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search. So, hit that apply button and let’s get you started on this exciting journey!

We think you need these skills to ace Investment Valuation Analyst

Asset Valuation
Independent Price Verification (IPV)
Valuation Methodologies
Discounted Cashflow Analysis
Analytical Skills
Attention to Detail
Microsoft Excel
Communication Skills
Regulatory Reporting
Understanding of Illiquid Assets
Understanding of OTC Derivatives
Ability to Challenge Subjective Valuations
Workload Prioritisation
Finance Role Experience

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Valuation Analyst role. Highlight your experience with asset valuations and any relevant qualifications like CFA. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Don’t forget to mention your experience with illiquid assets and valuation methodologies.

Show Off Your Analytical Skills: Since this role requires excellent analytical skills, make sure to include examples of how you've used these in past roles. We love seeing how you’ve tackled complex problems and made data-driven decisions!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at CFA Institute

✨Know Your Valuation Methodologies

Make sure you brush up on the valuation methodologies relevant to illiquid assets and OTC derivatives. Be prepared to discuss discounted cash flow analysis and how it applies to the role. This shows that you understand the technical aspects of the job and can contribute from day one.

✨Showcase Your Analytical Skills

During the interview, highlight your analytical skills with specific examples. Discuss how you've tackled complex financial data in the past and how your attention to detail has led to successful outcomes. This will demonstrate your capability to handle the responsibilities of the Investment Valuation Analyst role.

✨Prepare for Regulatory Questions

Since the role involves regulatory reporting and governance, be ready to answer questions about IFRS reporting and Solvency II QRTs. Familiarise yourself with these concepts and think of examples where you've dealt with similar requirements in previous roles.

✨Communicate Effectively

Good communication is key, especially when dealing with internal and external partners. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask the interviewers about their team dynamics or how they handle challenging valuations.

Investment Valuation Analyst
CFA Institute

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