At a Glance
- Tasks: Act as a bridge between investment teams and clients, driving success in private markets equity.
- Company: Join Aviva Investors, a leading global asset management firm managing £253 billion.
- Benefits: Enjoy competitive salary, generous pension, 29 days holiday, and flexible working options.
- Other info: Flexible working arrangements and opportunities for professional development await you.
- Why this job: Make an impact in private markets while developing your skills in a supportive environment.
- Qualifications: Degree or equivalent experience with 2-5 years in real estate investment.
The predicted salary is between 50000 - 70000 £ per year.
We are recruiting an Investment Specialist to act as a conduit between the Private Markets Equity Investment Team and Distribution, representing our private markets equity capabilities to clients and driving commercial success across real estate, infrastructure, natural capital and venture capital platforms.
Responsibilities
- Act as a Portfolio Manager Proxy – work closely with investment teams to develop deep product knowledge and represent these to clients and Distribution as a product expert.
- Shape and refine investment messaging, ensuring consistency across the product suite and supporting collateral.
- Contribute to product strategy by leveraging client needs and market trends to inform and evolve the private markets equity offering.
- Represent our key private markets equity capabilities to clients and help drive the commercial success of our platforms.
Qualifications & Experience
- Relevant degree or equivalent experience.
- 2–5 years of experience in real‑estate investment, with a willingness to broaden expertise across other private‑markets capabilities.
- Strong communication and presentational skills.
- Confident network and relationship building, both external and internal.
- Regulatory threshold competence and approved, or willingness to work towards this.
- Up‑to‑date regulatory knowledge; certified under the FCA/PRU SMCR regime.
What you’ll get
- Aviva offers an attractive remuneration package, generous benefits and opportunities for professional development.
- Competitive salary (dependent on skills, experience, and qualifications).
- Discretionary bonus opportunity based on individual performance.
- Generous pension scheme – Aviva will contribute up to 14% of your contributions.
- 29 days holiday plus bank holidays, with the option to buy or sell up to 5 days.
- Aviva‑funded Private Medical Benefit.
- Up to 40% discount on Aviva products and other retailer discounts.
- Up to £1,200 of free Aviva shares per year via the Matching Share Plan.
- Participation in the Save As You Earn scheme.
- Supportive policies including parental and carer’s leave.
- Flexible benefits, including sustainability options such as cycle‑to‑work.
- Three annual volunteering days to contribute to Aviva Communities.
EEO Statement
Aviva is inclusive and welcomes all backgrounds and experiences. We encourage applications from all candidates, regardless of whether every requirement is met.
Flexible Working
All forms of flexible working are considered, including part‑time and job shares. Most employees work remotely at least 50% of the week, combining flexibility with collaboration.
Investment Specialist employer: Aviva plc
Aviva Investors is an exceptional employer, offering a dynamic work culture that prioritises professional development and employee well-being. With a competitive salary, generous benefits including a robust pension scheme and flexible working options, employees are empowered to thrive both personally and professionally in the vibrant city of London. The company's commitment to inclusivity and community engagement further enhances its appeal as a meaningful workplace for those seeking rewarding careers in investment.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Specialist
✨Tip Number 1
Network like a pro! Get out there and connect with people in the 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 clients, make sure to highlight your knowledge in private markets equity. Share insights on market trends and how they relate to their needs. This will position you as a go-to expert in the field.
✨Tip Number 3
Practice your pitch! Whether it’s a casual coffee chat or a formal interview, being able to clearly articulate your experience and how it aligns with the role is key. Rehearse your story so you can confidently showcase why you’re the perfect fit for the Investment Specialist position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in joining our team at Aviva Investors!
We think you need these skills to ace Investment Specialist
Some tips for your application 🫡
Know Your Stuff:Before you start writing, make sure you understand the role of an Investment Specialist. Dive into the specifics of private markets equity and be ready to showcase your knowledge in your application.
Tailor Your Application:Don’t just send a generic CV and cover letter. We want to see how your experience aligns with the responsibilities listed in the job description. Highlight relevant projects or roles that demonstrate your expertise in real estate investment and client relations.
Showcase Your Communication Skills:Since strong communication is key for this role, make sure your application reflects that. Use clear, concise language and structure your documents well. This is your chance to show us how you can convey complex information effectively.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, it shows us you’re genuinely interested in joining our team at Aviva Investors!
How to prepare for a job interview at Aviva plc
✨Know Your Stuff
Make sure you have a solid understanding of private markets equity, especially in real estate, infrastructure, and venture capital. Brush up on recent trends and developments in these areas so you can speak confidently about them during the interview.
✨Tailor Your Messaging
Prepare to discuss how you would shape and refine investment messaging. Think about how you can ensure consistency across the product suite and what strategies you might use to communicate effectively with clients.
✨Showcase Your Communication Skills
Since strong communication is key for this role, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or colleagues to get comfortable presenting your ideas and experiences.
✨Build Relationships
Demonstrate your ability to network and build relationships. Be ready to share examples of how you've successfully collaborated with teams or clients in the past, as this will show your potential to thrive in a role that requires strong interpersonal skills.
