Investment Analyst

Aviva plc; York and North Yorkshire; Hybrid; GBP 35,000 - 44,000; Full time

Benefits offered by this job

8% bonus

Pension scheme

29 days holiday

Private medical

Matching Share Plan

Save As You Earn

Flexible benefits

Cycle to work

Job summary

Aviva is seeking an Investment Analyst in York or London to develop investment reporting, governance and performance analysis and help deliver strong customer outcomes.

You will produce insightful management information, analyse investment performance, and support senior stakeholders in informed investment decisions, working with external asset managers and colleagues across Aviva's Chief Investment Office and Wealth.

Qualifications

• Experience in an investment-related role.
• Strong analytical and numerical skills.
• Advanced Excel and data analysis skills; exposure to Python/R/VBA/GenAI advantageous.
• Degree or progress towards CFA/IMC or similar beneficial.
• Strong organisation and prioritisation with stakeholder management.

Responsibilities

• Produce insightful management information and analyse investment performance.
• Support investment oversight and governance activities.
• Collaborate with external asset managers and internal teams across CIO and Wealth.
• Enhance reporting through automation and dashboards; utilise AI tools where appropriate.

Skills

Investment experience

Analytical skills

Advanced Excel

Python/R/VBA

Investment qualifications

Organisational skills

Education

Finance degree

CFA/IMC progress

Tools

Python

R

GenAI tools

VBA

Job description

Investment Analyst

Salary – York c. £35,000 London c. £44,000

This is a great job for someone who is passionate about investments and wants to develop their career within a leading asset owner.

Whether you're already working in an investment analyst role or looking to build on your investment reporting, governance, or performance analysis experience, this is an excellent opportunity to develop your technical expertise while helping deliver strong customer outcomes. We're looking for someone with strong analytical skills, a genuine interest in financial markets, and the ability to turn complex investment data into meaningful insights.

A bit about the job:

You'll be joining a dynamic Customer Investments team responsible for delivering strong financial outcomes for millions of customers. As an Investment Analyst, you'll support investment oversight and governance activities by producing insightful management information, analysing investment performance, and helping senior stakeholders make informed investment decisions.

Working closely with external asset managers, investment specialists, and colleagues across Aviva's Chief Investment Office and Wealth business, you'll contribute to investment due diligence, ESG and climate risk monitoring, regulatory reporting, and strategic projects. You'll also help enhance reporting capabilities through automation, dashboard development, and the use of emerging technologies including AI, ensuring our investment oversight remains efficient, scalable, and forward-looking.

Skills and experience we’re looking for:

• Experience in an investment-related role, with an understanding of investment performance, investment strategy, and a range of asset classes

• Strong analytical and numerical skills, with a good understanding of financial mathematics and investment principles

• Advanced Excel skills and experience using reporting, automation, or data analysis tools; exposure to Python, R, VBA, or GenAI tools would be advantageous

• Relevant degree or progress towards an investment qualification such as the CFA, Investment Management Certificate (IMC), or similar is beneficial but not essential

• Strong organisation and prioritisation skills, with the ability to manage multiple deliverables and work effectively with a variety of stakeholders

What you’ll get for this role:

Our purpose - with you today, for a better tomorrow – is a promise we make to our colleagues too. And one of the ways we live up to that promise is by investing in you. We have so much to offer when it comes to being an Aviva colleague.

• Starting salary between c. £35,000 and c. £44,000 (depending on location, skills, experience, and qualifications)

• Bonus opportunity - 8% of annual salary, (actual amount depends on your performance and Aviva’s.)

• Generous pension scheme - e.g. if you put in 8%, Aviva adds 14%

• 29 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days

• Aviva-funded Private Medical Benefit to help you get expert support when you need it

• 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 Planand 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 at least 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