Investment Specialist Equities

Aviva Employment Services; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Greater London is seeking an Investment Specialist focused on Equities. The successful candidate will work with a team managing $24bn in various equity strategies. Key responsibilities include collaborating with portfolio managers, refining investment messaging, and driving product strategy. Applicants should possess investment experience, strong communication skills, and a desire to learn about equities. The role offers a generous benefits package including a pension scheme, medical benefits, and flexible working arrangements.

Benefits

Generous pension scheme

Eligibility for annual performance bonus

Family friendly parental leave

Generous holiday entitlement

Up to 40% discount for Aviva products

Aviva-funded Private Medical Benefit

Flexible benefits including electric cars

Aviva Matching Share Plan

21 volunteering hours per year

Qualifications

• Investment / Product Specialist experience highly advantageous.
• Strong ability to build internal networks and engage stakeholders.
• Genuine curiosity for developing equities knowledge essential.

Responsibilities

• Work closely with portfolio management team to understand product.
• Improve and refine the investment message within the product range.
• Steer the equity product strategy using client and market insights.

Skills

Investment / Product Specialist experience

Strong communication skills

Stakeholder management

Knowledge of Equities

Job description

Investment Specialist – Equities

Location: London only.

About the role

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.

Key responsibilities

• Portfolio Manager Proxy: work closely with the portfolio management team to understand product and process, enabling representation to clients and Distribution as a product expert.
• Ownership of Investment Message: continually improve and refine the investment message within the product range, ensuring consistency across the product suite and all investment collateral.
• Drive product strategy: use understanding of the client base and market trends to steer the equity product strategy.

Qualifications & experience

• Investment / Product Specialist experience highly advantageous.
• Investment Management related background desirable.
• Equities knowledge preferable; other asset class knowledge beneficial. Genuine curiosity for developing equities knowledge essential.
• Strong communication skills with a desire to develop these to explain investment concepts simply and engagingly both internally and externally.
• Strong ability to build internal networks and stakeholder management.

Benefits

• Generous pension scheme – Aviva will contribute up to 14% depending on what you put in.
• Eligibility for annual performance bonus.
• Family friendly parental and carers 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.
• Brilliant flexible benefits including electric cars.
• Aviva Matching Share Plan and Save As You Earn scheme.
• 21 volunteering hours per year.

Regulatory

In this role you will be certified under the Financial Conduct Authority / Prudential Regulation Authority's Senior Managers and Certification Regime (SMCR). The company will complete regulatory background checks before your start and ask questions annually to ensure fit and proper status. Training on SMCR will be provided upon joining and annually thereafter.

Inclusion & flexibility

Aviva is inclusive and welcomes applications from all backgrounds and experiences. Flexible working such as part time and job shares are considered. Most of our people are smart working about 50% of the time in the office, combining flexibility with time together with colleagues.

How to apply

Submit your application online. If you require an alternative method of applying, send an email to [email placeholder].

Employment type

Full Time