Investment Proposition Analyst - Edinburgh/London Edinburgh, Scotland
Aegon
Full Time
Edinburgh, Scotland
31440 - 47160 GBP ANNUAL Today
Job description
Job Description Summary
Job Description
Investment Proposition Analyst
Permanent, Full-Time
At Aegon it’s our mission to help the UK achieve a lifetime of financial security. We’ve led the way in innovation that can make people’s financial assets work smarter as well as harder. From online technology that gives one-stop access to a universe of investment opportunity – to retirement products that make wealth planning simple, easy and fulfilling – we’re dedicated to getting people closer to their financial goals every day.
We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments.
We are on the lookout for an Investment Proposition Analyst to join our Workplace Investment Proposition team. Reporting to the Head of Workplace Investment Proposition, the Investment Proposition Analyst will deliver contribution through applying their technical and professional knowledge acquired through previous experience.
The primary focus of the role is the production of data and analysis to identify trends and support proposition reporting and decisions including design of new propositions and ad-hoc queries.
Our Investment Proposition Analysts analyse Investment fund data to validate and recommend actions for funds on fund review and value money for watch list, monitor MI to identify trends and share insight with the team and assess funds V key criteria such as, cost to Aegon cost to customer, performance V benchmark and peer group, investment risk. Responsibilities will include assisting the Head of Workplace Investment Proposition in their role and support data requests from our internal Distribution team.
We’re looking for someone who has a developed capability in data management and analysis using various tools.
We’d love to hear from you if you have:
- Excellent communication skills with the ability to simplify complexity
- Skills in Investment and fund analysis in areas such as performance analysis, peer group comparison, risk assessment, correlation analysis
- Facility to draw insight from analysis, frame the problem, key questions and build out from a blank sheet of paper
- Awareness of industry performance systems / data providers such as, Financial Express or Morningstar
- Knowledge of Investment landscape including fund managers, funds etc.
- An understanding of fund management practices, retail and institutional fund structures and performance measurement tools are advantageous
- Awareness of regulations in respect of investments such as, Investment Rules/TCF/COBS
What’s in it for you?
- A competitive salary from £31,440 – £47,160, depending on the experience you can bring
- A non-contributory pension between 8%-12%
- A discretionary bonus, depending on personal and company performance
- 34 days leave per year (including bank holidays, pro-rated for part-time)
We know our staff have busy lives and commitments outside work, so we work flexibly where possible and have a hybrid approach to office working (typically 2 days in the office per week, 3 from home). We are open to the successful candidate being based within distance of our Edinburgh or London office.
We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our staff live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.
We ask everyone to be brave, raise their game, deliver first time, help others, and act in everyone’s best interests. If you recognise yourself in this, we’d love to hear from you.
Closing date: 2nd June 2023
The legal bits
We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.
Equal Opportunity Employer:
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity.
