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Portfolio Performance Analyst - Real Assets - London
Aviva Investors are looking for a Portfolio Performance Analyst to join our Global Real Assets business. The individual will join a wider team of analysts who work closely with and support the Aviva Investors Real Estate (AIRE) asset management and fund management teams.
The individual will play a key role in the understanding and reporting of operational performance and investment performance for a range of UK and European real estate portfolios. The analyst will provide detailed analysis and insightful reports to fully understand the drivers of asset and portfolio level performance. This will aid and support Aviva Investors' asset management and fund management capabilities.
Spanning real estate, private debt and infrastructure, our real assets platform offers investors access to assets that offer diversification, increased security and the potential for higher returns via an illiquidity premium. Our real assets capability encompasses global real estate and alternative income investments made around the world. These are physical assets that we buy or provide financing for on behalf of our clients. Transactions to buy or sell are done directly with the counterparty and the price negotiated privately. They are not publicly listed.
Develop and provide detailed KPI reports to support asset management and fund management initiatives
Provide asset level and portfolio analysis to aid asset management decision making
Analyse the quarterly budget to actual reports to understand the drivers of the net operating income (NOI) and report on asset management activity
Develop and implement market leading asset management tools to provide operational management information reports over a range of portfolios. (Anaplan and Qlik)
Provide proof points of asset management activity and value-add initiatives
Report on asset and portfolio level differentiators from the wider market
Monitor market level trends and headwinds
Analyse core strategic assets and red flag assets
Assist in the production of asset level business plans to create consolidated portfolio and JV business plans
Provide accurate information for client reporting
Provide support and input into portfolio strategy meetings
Proactively engage with the wider Aviva Investors' business to drive improvements to analysis and reporting outputs.
Assist in the delivery of accurate investment performance analysis on AIRE managed portfolios
Provide detailed analysis at the asset and portfolio level to understand the drivers of investment performance against relevant benchmarks
Efficiently collaborate with MSCI real estate to produce add-value benchmark and risk analysis
Understand and report on the drivers of performance
Provide efficient solutions to ad hoc performance analysis queries
Provide the fund management, asset management and transaction team relevant investment performance metrics
Support individual deal decision-making and investment committee reporting
Assist the Senior Management in formulating strategic portfolio initiatives which will drive the investment performance
Support the in-house YARDI database team.
Become an expert/ super-user in the in-house portfolio analysis system (ANAPLAN).
Support the development in the in-house reporting system (QLIK).
Seek new sources of data to improve portfolio analysis
Real Estate, Economics, Geography or Finance related degree
Strong analytical skills and understanding of real estate as an asset class
Relevant knowledge of UK and European real estate markets
Experience of working effectively as part of a team
Excellent quantitative and qualitative analysis skills, backed up with strong numerical accuracy and attention to detail
Advanced Excel skills
Large dataset manipulation skills
Attention to detail and numerical accuracy
Intellectual curiosity and desire to improve
Knowledge of Argus Val Cap (and Argus Enterprise), Yardi, ANAPLAN, Qlik Sense and other relevant software.
Experience of MSCI Real Estate analysis
Track record in analysis of real estate investments
A keen interest in investment markets, enthusiasm for research and analysis.
We are a global asset manager with broad and deep expertise across all major asset classes. As part of the Aviva Group - the UK's largest insurance company - we are uniquely positioned to combine our insurance heritage with our investment capabilities to deliver the outcomes that matter most to today's investor.
Today's investors are asking more questions than ever. They expect more from their asset managers. They want joined-up thinking fit for an interconnected world; integrated solutions with their needs firmly at the heart. We're challenging ourselves to respond to these new expectations - as well as the changes taking place in our industry and the world around us.
You will be assessed against the Aviva values: care more, kill complexity, never rest and create legacy.