Investment Specialist
2 weeks ago
Please note this position is based in London and this will be the contractual location of the successful candidate, other locations cannot be considered.
Investment Specialist - Equities
This is a great job for someone
who has equity knowledge alongside client facing experience.
A bit about the job:
This role is within the Equity Investment Specialist team spanning across all of our Equity Strategies. The Equity team manages ~$24bn of assets across a range of investment strategies including Core, Income, High Alpha and Sustainable strategies across the UK, Global, Emerging Markets and Asia Pacific regions. The team consists of over 25 portfolio managers and analysts.
The role will encompass three 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 insuring 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 we're looking for:
- 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
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 interview every disabled applicant who meets the minimum criteria for the job. Once you've applied, please send us an email stating that you have a disclosed disability, and we'll interview you.
We'd love it if you could submit your application online. If you require an alternative method of applying, send an email to
-
Associate Investment Specialist
1 week ago
London, Greater London, United Kingdom Brown Investment Advisory & Trust Full time £40,000 - £60,000 per yearCompany OverviewEvery firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over...
-
Asset Allocation Investment Specialist
5 days ago
London, Greater London, United Kingdom Legal & General Investment Management Full timeLondonFull-timeInvestments LGIM4525_19288Company DescriptionLegal & General (L&G) is a leading UK financial services group and major global investor.We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.We are one of the world's...
-
Investment Reporting Specialist
5 days ago
London, Greater London, United Kingdom Legal & General Investment Management Full time £40,000 - £80,000 per yearLondonFull-timeBack Office Ops4839_07101Company DescriptionLegal & General (L&G) is a leading UK financial services group and major global investor.We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.We are one of the world's...
-
Associate, Value Add Investments
2 weeks ago
London, Greater London, United Kingdom LaSalle Investment Management Full time £60,000 - £120,000 per yearTeam Overview: The Value-Add Investments team is a specialist business unit which invests client capital into pure and structured real estate equity investments across Europe, covering a broad spectrum of asset classes both directly, and via strategic relationships with operating partners (across living, retail, hospitality, office, and a variety of other...
-
Senior Equity Investment Specialist
3 days ago
London, Greater London, United Kingdom Fidelity International Full time £80,000 - £120,000 per yearAbout The OpportunityJob Type: PermanentApplication Deadline: 01 December 2025TitleSenior Investment SpecialistDepartmentEquities, Investment DirectingLocationCannon Street, LondonReports ToHead of Equity Investment Specialists, EuropeLevel6We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved...
-
Marketing Specialist London
5 days ago
London, Greater London, United Kingdom Pinnacle Investment Management Group Full time £30,000 - £60,000 per yearPinnacle Investment Management Group Limited (ASX:PNI) is a leading Australian-based multi-affiliate investment management firm. Our mission is to establish, grow and support a diverse stable of world-class investment management firms.Pinnacle currently consists of nineteen investment management firms that collectively manage over £97 billion in assets...
-
Investment Client Specialist
5 days ago
London, Greater London, United Kingdom Barnett Waddingham Full time £30,000 - £60,000 per yearDescriptionWe have an exciting new opportunity for an Investment Client Specialist to join our Investment Consulting team. This is a permanent role based in our Cheltenham office working on a hybrid basis. A snapshot of your day:Reviewing/checking investment performance reports.Drafting investment advice to address the specific needs of clients, including...
-
Investment Data Specialist
5 days ago
London, Greater London, United Kingdom Vanguard Full time £55,000 - £85,000 per yearInvestment Data SpecialistLocation: LondonContract: PermanentWork Setup: 5 days onsite (May offer 1 day flexibility)Who We AreVanguard is a leading global investment management firm offering a wide range of financial products and services, including mutual funds, ETFs, and retirement solutions. The company helps clients achieve long-term financial goals...
-
Investment Specialist, Multi Asset
1 week ago
London, Greater London, United Kingdom Aviva Investors Full timeThis is a great job for someonewho has a passion for markets with a strong investment background in multi-asset. Client facing experience and an understanding of the UK financial adviser market is also highly desirable.A bit about the job:As an Investment Specialist, you will be part of a global team of 25 specialists within our Public Markets investment...
-
Ports Investment Specialist
5 days ago
London, Greater London, United Kingdom Department for Energy Security and Net Zero Full time £55,105 - £67,665 per yearDetailsReference number435310Salary£55,105 - £67,565National: £55,105 - £62,475 London: £60,620 - £67,565 (pro-rata for part-time hours)A Civil Service Pension with an employer contribution of 28.97%GBPJob gradeGrade 7Contract typePermanentBusiness areaDESNZ - Energy Infrastructure - Clean Energy InvestmentType of rolePolicyWorking patternFlexible...