Investment Specialist

Investment Specialist

Full-Time 60000 - 80000 £ / year (est.) Home office (partial)
Aviva Investors

At a Glance

  • Tasks: Engage with clients and drive success in private markets equity investments.
  • Company: Join Aviva Investors, a leading global asset management firm.
  • Benefits: Competitive salary, generous pension, 29 days holiday, and flexible working options.
  • Other info: Inclusive culture with opportunities for personal and professional growth.
  • Why this job: Make a real impact in sustainable investing while developing your career.
  • Qualifications: 2-5 years in real estate or related fields, strong communication skills.

The predicted salary is between 60000 - 80000 £ per year.

Please note this position is based in London and the successful candidate’s contractual location will be London; other locations cannot be considered.

About Us: At Aviva Investors, our expertise is in matching the right investment approach to each client’s unique needs. As the global asset‑management business of Aviva plc, we bring together our broad investment capabilities to deliver client‑focused solutions worldwide. Managing £253 billion in assets, our 1,000‑strong team across nine countries is brilliantly connected, collaborative, and focused on delivering outcomes that truly matter. Working together and acting responsibly are central to how we operate. We take time to understand what our clients want to achieve and design solutions that last – strengthening every portfolio with diverse perspectives and integrated thinking. Our long track record in sustainable investing reflects our commitment to doing the right thing for clients and communities alike. Everyone at Aviva Investors plays a part in creating an exceptional client experience. With the scale and influence to make a real difference, we take our responsibility seriously. Join us and you’ll find an inclusive, supportive environment where your contribution is valued, high performance is recognised, and you’re empowered to shape your development.

This is a great opportunity for someone who has client‑facing experience.

A bit about the role: This role sits within a team that acts as a conduit between the Private Markets Equity Investment Team and Distribution functions, representing our key private markets equity capabilities to clients and helping to drive the commercial success of our real estate, infrastructure, natural capital and venture capital platforms. As part of the Private Markets Equity Investment Specialist team, the successful candidate will work across all private equity strategies within a wider team that manages over $60 billion of assets across a diverse range of investment solutions. Ideally you’ll bring 2–5 years of experience in real estate, alongside a strong willingness to broaden your expertise across other private markets capabilities. The role offers a varied remit, including acting as a Portfolio Manager Proxy – working closely with investment teams to develop a deep understanding of products and processes and representing these to clients and Distribution as a product expert. You’ll also play a key role in shaping and refining investment messaging, ensuring consistency across the product suite and all supporting collateral. Additionally, you’ll contribute to product strategy by leveraging your understanding of client needs and market trends to help inform and evolve our private markets equity offering.

Skills and experience we’re looking for:

  • Relevant degree or equivalent experience
  • Strong communication and presentational skills
  • Confident network and relationship builder, both external and internal
  • Regulatory threshold competent and approved, or willingness to work towards this
  • Effective and up‑to‑date regulatory knowledge

In this role you’ll be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR). We’ll need to complete some regulatory background checks on you before you take up your role and we’ll need to ask you some questions on an annual basis to make sure you remain ‘fit and proper’ and competent to carry out your role. We’ll provide training on what holding an SMCR role means when you join us and annually thereafter.

What you’ll get for this role:

  • Competitive salary (depending on skills, experience, and qualifications)
  • Discretionary bonus opportunity – depending on individual performance and Aviva Investors’
  • Generous pension scheme – Aviva will contribute up to 14% of your contributions
  • 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
  • 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 annual volunteering days to help others

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. Most of our people are smart‑working – spending at least 50% of their time in our offices each week – combining the benefits of flexibility, with time together with colleagues.

To find out more about working at Aviva, take a look here. We’d love it if you could submit your application online but if you require an alternative method of applying, please email us at GlobalRecruitment@avivainvestors.com.

Investment Specialist employer: Aviva Investors

Aviva Investors is an exceptional employer located in London, offering a dynamic and inclusive work environment where your contributions are valued and recognised. With a strong focus on employee development, competitive benefits including a generous pension scheme, and opportunities for meaningful engagement through community volunteering, Aviva fosters a culture of collaboration and innovation. Join us to be part of a team that not only drives commercial success but also prioritises sustainable investing and client-focused solutions.

Aviva Investors

Contact Details:

Aviva Investors Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Specialist

Get Involved in Finance Communities

Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Aviva Investors, who often scout for talent at such events.

Utilise Networking Platforms

Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Aviva Investors.

Show Off Your Financial Skills

Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Aviva Investors.

Engage with Recruitment Events

Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Aviva Investors, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!

We think you need these skills to ace Investment Specialist

Client-Facing Experience
Strong Communication Skills
Presentational Skills
Network and Relationship Building
Regulatory Knowledge
Portfolio Management
Product Expertise

Some tips for your application 🫡

Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Aviva Investors want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!

Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Aviva Investors.

Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Aviva Investors will be keen to see that passion and how you keep up with industry news and developments.

Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Aviva Investors. Numbers speak louder than words!

How to prepare for a job interview at Aviva Investors

Brush Up on Financial Modelling

For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.

Know Your Investment Strategies

Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.

Show Your Analytical Skills

Since this is a full-time role, companies like Aviva Investors want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.

Discuss Your Long-Term Career Goals

As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withAviva Investors.