At a Glance
- Tasks: Conduct in-depth research on UK small and mid-cap companies for investment decisions.
- Company: Join Aviva, a leading asset management firm with a commitment to inclusivity.
- Benefits: Generous pension scheme, performance bonuses, flexible working, and health benefits.
- Why this job: Make impactful investment recommendations while developing your financial expertise.
- Qualifications: Relevant degree or equivalent experience in finance, plus CFA or CPA qualification.
- Other info: Flexible working options and opportunities for mentoring junior team members.
The predicted salary is between 36000 - 60000 £ per year.
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 role presents an exceptional opportunity for individuals with substantial experience in asset management, particularly those with a proven track record of delivering insightful research and investment ideas that yield superior, risk‑adjusted returns. We are looking for a candidate who can join at some point in April.
A bit about the job:
- Conduct in‑depth research and analysis on publicly listed UK small and mid‑cap companies to support informed investment decisions.
- Build financial models, perform valuations and deliver high‑quality investment recommendations for portfolio managers across both equity and sustainable mandates.
- Work collaboratively with colleagues, portfolio managers and wider research and strategy teams to help shape and justify security selection decisions.
- Monitor the performance of research recommendations, ensuring alignment with the broader strategic approach, and carry out research within an established investment framework.
- Provide clear overweight, equal‑weight and underweight recommendations, while contributing to improvements in research processes and analytical methodologies.
- Develop and maintain relevant credit risk assessments, integrating research to build models that support idea generation and knowledge sharing.
- Form well‑reasoned views on economic trends and the market cycle.
- Work with colleagues to develop innovative risk‑management and performance‑enhancing strategies.
- Support the development of junior team members through mentoring and technical guidance.
Skills and experience we’re looking for:
- Either a relevant degree (economics, finance, accounting or related discipline) or able to demonstrate a suitable depth of intellectual rigour and maturity.
- IMC or equivalent; or recognised historical knowledge, experience and/or qualification.
- CFA or CPA or equivalent qualification.
- Experience in applying techniques learnt in a financial market environment.
- Expanding knowledge of financial statement analysis and accounting expertise (including financial modelling, balance sheet analysis, distressed asset valuation, etc.).
What you’ll get for this role:
- Generous pension scheme - Aviva will contribute up to 14%, depending on what 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.
To find out more about working at Aviva take a look here. We’d love it if you could submit your application online. If you require an alternative method of applying, send an email to GlobalRecruitment@avivainvestors.com.
UK Equity Analyst employer: Aviva
Contact Detail:
Aviva Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land UK Equity Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its recent performance, especially in the UK small and mid-cap space. Be ready to discuss your insights and how you can contribute to their investment strategies. Show them you mean business!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your research process and investment recommendations clearly. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. So, get that application in and let’s make it happen!
We think you need these skills to ace UK Equity Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the UK Equity Analyst role. Highlight your experience in asset management and any relevant qualifications like CFA or CPA. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. We love seeing genuine enthusiasm for the position.
Showcase Your Analytical Skills: Since this role involves in-depth research and financial modelling, be sure to include examples of your analytical skills in your application. We want to know how you've used these skills to make informed investment decisions in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Aviva
✨Know Your Numbers
As a UK Equity Analyst, you'll need to demonstrate your financial acumen. Brush up on your financial modelling and valuation techniques. Be prepared to discuss specific examples of how you've applied these skills in previous roles, especially in relation to small and mid-cap companies.
✨Research the Company
Before your interview, dive deep into Aviva's investment strategies and recent performance. Understand their approach to equity and sustainable mandates. This will not only show your interest but also help you align your answers with their values and objectives.
✨Prepare for Technical Questions
Expect to face technical questions related to financial statement analysis and risk management strategies. Practise articulating your thought process clearly and concisely. Use real-world examples to illustrate your points, showcasing your analytical skills and decision-making abilities.
✨Showcase Your Collaborative Spirit
This role involves working closely with colleagues and portfolio managers. Be ready to discuss how you've successfully collaborated in the past. Highlight any mentoring experiences you've had, as this will resonate well with their emphasis on developing junior team members.