Investment Proposition Analyst

Job Description Summary Job Description Investment Proposition Analyst People are living longer than ever before, and we’re excited by the opportunities this brings. As a purpose-led business, we’re focused on supporting our customers as they navigate through new stages of their lives and all the moments that matter. We’re here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it – however grand or humble their ambitions. Working at Aegon, you’ll play an important part in helping achieve this. We have three behaviors that are central to how we operate as a team and a business: we step up, we tune in and we’re a force for good. The Team We have an exciting opportunity for an Investment Proposition Analyst to join our Workplace Investment Proposition team on a Permanent contract. 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 Role 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. The Investment Proposition Analyst will assist the Head of Workplace Investment Proposition in their role and support data requests from our Distribution team. Key responsibilities

• Data collation for IGC/AMT statements and quarterly reporting
• Assist with proposition questionnaires

Analyse Investment fund data to:

• Validate and recommend actions for funds on fund review and value for money watchlist
• Monitor MI to identify trends and share insight with team
• Assess funds V key criteria such as, cost to Aegon, cost to customer, performance V benchmark and peer group, investment risk

Skills

• 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
• Developed capability in data management and analysis using Excel and other tools
• Evidence based approach with data and analysis
• Facility to draw insight from analysis, frame the problem, key questions and build out from a blank sheet of paper

Knowledge

• Awareness of industry performance systems / data providers e.g. Financial Express or Morningstar
• 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 e.g. Investment Rules/TCF/COBS

How we look after you Outside of a competitive salary, working with us comes with a range of benefits that you can access from day one, including:

• Non-contributory pension between 8-12% dependent on age
• Life assurance cover
• Private medical cover and health assessments
• Access to Peppy – a digital health app for employees of all genders with a range of support covering areas such as general health, menopause, fertility, baby etc
• Critical Illness cover
• A suite of enhanced parental leave policies to support you in the moments that matter
• Holiday trading
• Private GP appointments with Doctor at Hand
• Cycle2Work scheme
• 2 paid days per year for charitable volunteering
• Employee wellbeing is key to our culture. We offer a range of online classes to support this, including yoga and meditation

We champion a collaborative, supportive working environment where you’ll have the opportunity to develop yourself and your career in a way that works for you. Our reward programmes encourage peer-to-peer recognition, and we offer a discretionary annual bonus dependent on company and individual performance. Closing Date - Friday 17th March 2023 How we look after the community and the environment Aegon supports local causes that align with our purpose and ambitions. Our goal is to serve and strengthen the communities where we do business and create a better quality of life for everyone. Our employees are encouraged to support charities they feel passionate about and are offered volunteering days. Responsible investment is a key element of Aegon’s company-wide approach to sustainability. Aegon is committed to Environmental, Social and Governance (ESG) investing, we have over 30 years' experience managing responsible investments and offer over 200 responsible investment options across our platforms. Flexible working We’re transitioning to our new normal and we’re welcoming everyone back to working in new, collaborative, and exciting ways. We’ve adopted a hybrid environment of remote and office working, so it’s important that you live within a commutable distance to our Edinburgh office. We know that people have busy lives and commitments outside of work, so we offer flexible work arrangements where possible to support our employees. We’re an equal opportunities employer We welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation, or gender identity. As an international and multicultural business, we celebrate a range of festive days to support the rich diversity of our employees. Our Chief Marketing Officer leads our own LGBTQ+ community group, and we proudly sponsor Pride events across the UK. We also work with key partners like Black Professionals Scotland to support our commitment to equal opportunities in the workplace. Find out more about how our people matter. Who we’re made up of We’re a company of ambitious, collaborative, problem-solvers who get things done. We strive to make sure everyone that works for us feel seen, heard, and valued – so we’re looking for like-minded people to join us. What you need to know We’ll need you to confirm you have the right to work in the UK. If we offer you the 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.