Investment Change Expert

2 miesięcy temu

Warsaw, Polska Aviva Pełny etat
Hi, we're glad you're here We are hiring to our Aviva Services Excellence Centre

Take a look at our job description - maybe it suits you or one of your friends?

Our Investment Reporting team is expanding and we're looking for an Investment Change Expert to join us in this venture. The role would be suitable for someone who has experience in the field of investment reporting and has worked on finance-related projects, is an excellent communicator with strong relationship management capabilities, and would like to further develop in this area.

The Investment Reporting team provides a number of critical services to the Aviva Markets in respect of the c£400bn of investment assets held by the market legal entities. 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; performing Independent Price Validation in line with PRA requirements; and managing a change stack in respect of investments where they relate to the services being provided. The team also acts as a key SME function for queries in respect of investment assets or investment data. The team operates on behalf of all Aviva markets and Group/Plc but with the primary focus and services being aligned to the UK & Ireland markets.

What will you be doing?
  • The main area of focus of this role will be delivering change initiatives as prioritised by the Investment Reporting Senior Leadership team.
  • Understanding BAU change initiatives by gathering requirements and working with the relevant parties (internal & external) to fully implement the change initiative.
  • Working with external software support company to ensure new change initiatives requirements are fully documented, tested where possible and successfully working in BAU systems / processes.
  • Supporting other change delivery team members by reviewing new pipeline AAO illiquid assets against the current end-to-end operating model in place within the team and its external vendors and ensuring the new asset can be supported operationally with a view to Financial Reporting.
  • Presenting the operational feasibility of new illiquid assets, with clear communication of issues/challenges. Ensuring the new assets structures are fully understood and can be reported, gathering all data points that support the new asset to ensure all stakeholder reporting can be achieved.
  • Providing detailed requirements to stakeholders ensuring they meet expectations, working closely with the business teams updating progress on each project deliverable throughout the change delivery timeline through to implementation.
  • Providing assessment on whether new assets are supportable by the operating model in place.
  • Ensuring change initiatives are suitably planned and can be delivered in line with stakeholder requirements.
  • Making decisions on what is workable considering the balance of operational feasibility vs the commercial benefit.
  • Agreeing change run books and timings
  • Providing evidence that change has been delivered successfully

What we're looking for?
  • University degree preferred in economics, finance & accounting, or management
  • Minimum 4 years of experience in leading finance projects
  • Very good English language skills (working with English-speaking clients plus creating documentation in English)
  • Very good Excel skills
  • Investment qualification preferred (IOC, CFA or equivalent)
  • Accounting qualification preferred but not required (ACA, ACCA or equivalent)
  • Experience working in large global finance team
  • Good background of working on Finance related projects, working from a change delivery / project management role
  • Understanding the importance of illiquid securities to the downstream stakeholder teams (e.g Matching Adjustment implications)
  • Excellent communicating and strong relationship management capabilities, ability to discuss issues and options with key stakeholders and challenge pros/cons
  • Understanding of investment instruments including illiquid assets and OTC derivative instruments
  • Understanding of asset valuation models and requirements for illiquids
  • Understanding of the investment lifecycle from trade to reporting and what each organisation is responsible for
  • Experience making difficult decisions in tight timeframes
  • Experience of managing multiple activities at the same time
  • Experience managing conflicting priorities
  • Ability to work at pace


In Aviva Services Excellence Centre, we provide:
  • Contract of employment
  • Performance Bonus
  • Private medical care (ENEL-MED)
  • Emotional support consultations
  • Cafeteria system of benefits (e.g. MultiSport card)
  • Additional parent privileges:
    - baby leave - 6 weeks leave for second parent
    - shortened working time after parental leave
  • Employer-funded group insurance
  • Employee Shares Plan
  • Extra day off for birthday
  • Paid time off to volunteer
  • Additional leave acquired over the years in the company (even 5 days more in a year)
  • Wellbeing Leave - additional two weeks paid leave after 10 years of service
  • Access to the e-learning platforms
  • Internal employee referral program
  • Hybrid working model from Poland with a few days in Warsaw office per month (team meetings, onboarding, onsite trainings etc).
  • Attractive office location in Warsaw - Gdański Business Center
  • Additional entitlements for people with disabilities - Work Without Barriers
  • Work environment that promotes diversity - Diversity Charter


Do you see yourself in Aviva Services Excellence Centre? Be sure to apply

Aviva is for everyone

As a signatory to the Diversity Charter, Aviva applies a policy of equal treatment and creates a work environment that is friendly to people with disabilities. We do not require from candidates the date of birth, marital status and attached photos to your CV. We encourage all individuals regardless of gender to apply.

Most of our people are smart working - spending also time in our office - combining the benefits of flexibility, with time together with colleagues.

We're inclusive - we welcome applications from people with diverse backgrounds and experiences.

Excited but not sure you tick every box? Research tells us that women, particularly, feel this way. So, regardless of gender, why not apply and try

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