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- Tasks: Work with portfolio management to refine investment strategies and communicate effectively with clients.
- Company: Join Aviva Investors, a leading firm in the finance sector with a focus on inclusivity.
- Benefits: Enjoy a generous pension scheme, flexible working options, and up to 40% discount on Aviva products.
- Why this job: Kickstart your career in finance while making a real impact in the investment world.
- Qualifications: Relevant degree or experience, strong communication skills, and a passion for equity markets.
- Other info: Flexible working arrangements and a supportive environment for personal growth.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Investment Specialist – Equities role at Aviva Investors.
Please note this position is based in London and this will be the contractual location of the successful candidate; other locations cannot be considered.
This is a great job for someone who has equity knowledge alongside client facing experience.
Key Functions
Portfolio Manager Proxy: The candidate will work closely with the portfolio management team, gaining an in-depth understanding of product and process enabling them to represent to clients and Distribution as a product expert.
Ownership of Investment Message: The candidate will be expected to continually improve and refine the investment message within their product range ensuring consistency of message across product suite and all investment collateral.
Drive product strategy: The candidate should ideally have an understanding of the client base and market trends enabling them to steer the equity product strategy.
Skills and experience
- Relevant degree or equivalent experience
- Confident network and relationship builder, both external and internal
- Regulatory threshold competent and approved, or willingness to work towards this
- Client facing experience is desirable; strong communication and presentational skills
- Effective and up-to-date regulatory knowledge
Benefits
- Generous pension scheme – Aviva will contribute up to 14% of your pension contributions, depending on how much you put in
- Eligibility for annual performance bonus
- Family friendly parental and carer’s leave
- Generous holiday entitlement plus bank holidays with the option to buy/sell up to 5 additional days
- Up to 40% discount for Aviva products
- Aviva-funded Private Medical Benefit to help you get expert support when you need it
- Brilliant flexible benefits including electric cars
- Aviva Matching Share Plan and Save As You Earn scheme
- 21 volunteering hours per year
In this role you’ll be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR). This means that 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 a SMCR role means when you join us and annually thereafter.
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.
Location: London, England, United Kingdom.
Seniority level: Entry level.
Employment type: Full-time.
Job function: Finance and Sales.
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Investment Specialist - Equities employer: Aviva Investors
Contact Detail:
Aviva Investors Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Specialist - Equities
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance and investment world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to folks on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your equity knowledge and client-facing experience. Share specific examples of how you've successfully communicated investment strategies or built relationships with clients.
✨Tip Number 3
Research, research, research! Before any interview, dive deep into Aviva Investors and their product offerings. Understand their market position and recent trends in equities. This will not only impress them but also help you tailor your responses to show you’re the perfect fit for the role.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows initiative and gives us a better chance to review your profile. Plus, it’s super easy to do – just head over to our careers page and get started!
We think you need these skills to ace Investment Specialist - Equities
Some tips for your application 🫡
Show Your Equity Knowledge: Make sure to highlight your understanding of equities in your application. We want to see how your experience aligns with the role, so don’t hold back on showcasing your expertise!
Tailor Your Message: When writing your application, tailor your investment message to reflect the key functions of the role. We’re looking for consistency and clarity, so make sure your application mirrors the job description.
Be Client-Focused: Since this role involves client interaction, emphasise any relevant client-facing experience you have. We love seeing strong communication skills, so let us know how you’ve built relationships in the past!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Aviva Investors
✨Know Your Equities Inside Out
Make sure you brush up on your equity knowledge before the interview. Understand the latest market trends and be ready to discuss how they impact investment strategies. This will show that you're not just familiar with the basics, but that you can engage in deeper conversations about the products you'll be representing.
✨Master the Investment Message
Since you'll be responsible for refining the investment message, prepare to articulate your understanding of the product range clearly. Think about how you would present this information to clients and ensure you can convey consistency across different investment collateral. Practising your pitch can really help here!
✨Build Your Network Beforehand
As a confident network and relationship builder, it’s crucial to demonstrate your ability to connect with others. Reach out to current or former employees on LinkedIn to gain insights about the company culture and expectations. This will not only give you valuable information but also show your proactive approach during the interview.
✨Showcase Your Communication Skills
Strong communication and presentation skills are key for this role. Prepare examples from your past experiences where you've successfully communicated complex information to clients or colleagues. Practise articulating these examples clearly and confidently, as this will help you stand out as a candidate who can effectively represent the investment message.