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 43000 - 69000 £ 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 in London employer: CFA Institute
Contact Detail:
CFA Institute Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Valuation Analyst in London
✨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 the company and its values. Understand their approach to asset valuation and be ready to discuss how your experience aligns with their needs. Practise common interview questions and think of examples that showcase your analytical skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the Investment Valuation Analyst position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your application and connect with the right people. Plus, it’s the best way to ensure your application gets seen by the right folks at Aviva.
We think you need these skills to ace Investment Valuation Analyst in London
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 in finance makes you a great fit. Keep it concise but impactful – we love a good story!
Show Off Your Analytical Skills: Since this role involves a lot of analysis, make sure to showcase your analytical skills in your application. Mention specific tools or methodologies you've used, especially around illiquid assets and valuation techniques. We’re keen to see your expertise!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates. Plus, it’s super easy – just a few clicks and you’re done!
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 how you would approach Independent Price Verification (IPV) and any specific experiences you've had with discounted cash flow analysis.
✨Showcase Your Analytical Skills
During the interview, highlight your analytical skills and attention to detail. Prepare examples of how you've successfully tackled complex financial data or valuation challenges in the past, as this will demonstrate your capability to handle the responsibilities of the role.
✨Communicate Effectively
Good communication is key, especially when discussing subjective valuations. Practice articulating your thoughts clearly and confidently, and be ready to explain your reasoning behind challenging certain valuations. This will show that you can engage with both internal and external partners effectively.
✨Understand the Regulatory Landscape
Familiarise yourself with the regulatory reporting requirements such as IFRS and Solvency II. Being able to discuss how these regulations impact investment valuation will set you apart and show that you're not just knowledgeable about asset classes but also about the broader context in which they operate.