Investment Specialist

Posted 2 Days Ago
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London, England, GBR
In-Office
Mid level
Insurance • Financial Services
The Role
The Investment Specialist will connect the Private Markets Equity Team with clients, manage product strategy, and shape investment messaging while leveraging expertise in real estate and private markets.
Summary Generated by Built In

Please note this position is based in London and the successful candidate’s contractual location will be London; other locations cannot be considered.

Investment Specialist – Private Markets Equity

About Us

At Aviva Investors, our expertise is in matching the right investment approach to each client’s unique needs. As the global asset management business of Aviva plc, we bring together our broad investment capabilities to deliver client-focused solutions worldwide. Managing £253 billion in assets, our 1,000‑strong team across nine countries is brilliantly connected, collaborative, and focused on delivering outcomes that truly matter.

Working together and acting responsibly are central to how we operate. We take time to understand what our clients want to achieve and design solutions that last - strengthening every portfolio with diverse perspectives and integrated thinking. Our long track record in sustainable investing reflects our commitment to doing the right thing for clients and communities alike.

Everyone at Aviva Investors plays a part in creating an exceptional client experience. With the scale and influence to make a real difference, we take our responsibility seriously. Join us and you’ll find an inclusive, supportive environment where your contribution is valued, high performance is recognised, and you’re empowered to shape your development.

We are recruiting for an Investment Specialist – Private Markets Equity to join our team. This is a great opportunity for someone who has Client facing experience.

As one of Europe’s largest real assets managers, we take an owner’s approach to investment. From infrastructure to real estate and private debt, we make disciplined, high-conviction decisions that create long-term value for clients and communities.

A bit about the role:

This role sits within a team that acts as a conduit between the Private Markets Equity Investment Team and Distribution functions, representing our key private markets equity capabilities to clients and helping to drive the commercial success of our real estate, infrastructure, natural capital and venture capital platforms. As part of the Private Markets Equity Investment Specialist team, the successful candidate will work across all private equity strategies within a wider team that manages over $60B of assets across a diverse range of investment solutions. Ideally, you’ll bring 2–5 years’ experience in real estate, alongside a strong willingness to broaden your expertise across other private markets capabilities. The role offers a varied remit, including acting as a Portfolio Manager Proxy—working closely with investment teams to develop a deep understanding of products and processes and representing these to clients and Distribution as a product expert. You’ll also play a key role in shaping and refining investment messaging, ensuring consistency across the product suite and all supporting collateral. Additionally, you’ll contribute to product strategy by leveraging your understanding of client needs and market trends to help inform and evolve our private markets equity offering.

Skills and experience we’re looking for:

  • Relevant degree or equivalent experience

  • Strong communication and presentational skills

  • Confident network and relationship builder, both external and internal

  • Regulatory threshold competent and approved, or willingness to work towards this

  • Effective and up-to-date regulatory knowledge

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.

What you’ll get for this role:

Our purpose - with you today, for a better tomorrow – is a promise we make to our colleagues too. And one of the ways we live up to that promise is by investing in you. We have so much to offer when it comes to being an Aviva colleague:

  • Competitive salary (depending on skills, experience, and qualifications). 

  • Discretionary bonus opportunity - depending on individual performance and Aviva Investors’!

  • Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in.

  • 29 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days!

  • Aviva-funded Private Medical Benefit to help you get expert support when you need it.

  • Make your money go further with up to 40% discount on Aviva products, and other retailer discounts.

  • Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme.

  • Brilliantly supportive policies including parental and carer’s leave.

  • Flexible benefits to suit you, including sustainability options such as cycle to work.

  • Make a difference, be part of our Aviva Communities and use your 3 annual volunteering days to help others.

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.

Most of our people are smart working – spending at least 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 but if you require an alternative method of applying, please email us at [email protected].

#LI-RG1

#LI-Hybrid

Skills Required

  • Relevant degree or equivalent experience
  • Strong communication and presentational skills
  • Confident network and relationship builder
  • Regulatory threshold competent and approved
  • Effective and up-to-date regulatory knowledge
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The Company
36,000 Employees
Year Founded: 1696

What We Do

Aviva is a multinational insurance and financial services company, offering a diversified range of products including insurance, wealth management, and retirement solutions. It is the UK's leading diversified insurer.

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