Charlie Ross, CFA

About

Investment Manager originating Real Assets within Private Markets. Work across Real Estate Long Income, Real Estate Debt and Infrastructure Debt transactions. CFA Charterholder with experience in portfolio management and origination across Real Estate and Infrastructure Equity and Debt. Please contact me either on LinkedIn or email me at [email protected].

Experience

• Investment Manager at Standard Life plc
  Jul 2025 - Present · 1 yr 1 mo

• Aviva Investors (Full-time · 6 yrs 11 mos)
  • Associate Director, Real Estate Fund Management at Aviva Investors
    Sep 2024 - Jul 2025 · 11 mos

    Assistant Fund Manager for the Lime Property Fund, REaLM Social Housing Fund and Segregated Mandate, providing secure income to Pension Fund investors through investment in long lease Real Estate. Role includes portfolio management as well as working on acquisition and sale of assets.

  • Associate, Real Estate Long Income Fund Management
    Apr 2022 - Aug 2024 · 2 yrs 5 mos

  • Assistant Portfolio Manager, Infrastructure Equity
    Jan 2023 - May 2023 · 5 mos

    Secondment within Infrastructure Equity, assisting with management of the Aviva Investors Infrastructure Income Fund and External Mandates.

• Customer Service Administrator at XPS Pensions Group
  Jan 2018 - Apr 2018 · 4 mos

• Summer Intern at Sage
  Jul 2016 - Sep 2016 · 3 mos