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- Tasks: Analyse investment data and support proposition development to help people live their best lives.
- Company: Aegon is dedicated to helping individuals manage their pensions, savings, and investments for a better future.
- Benefits: Enjoy a competitive salary, generous leave, private medical cover, and lifestyle perks like retail discounts.
- Why this job: Join a diverse team making a real impact in the investment sector while developing your analytical skills.
- Qualifications: Strong analytical skills, Excel proficiency, and excellent communication are essential for this role.
- Other info: This position requires a minimum of 40% office presence in Edinburgh, fostering collaboration.
The predicted salary is between 33040 - 41200 £ per year.
Job Description Summary
Job Description
Investment Proposition Analyst
Permanent
Location : Edinburgh (We believe in the power of in-person collaboration, and our hybrid model requires colleagues to be in the office a minimum of 40% of their time)
Salary : A competitive salary from £33,040 – £41,300, depending on the experience you can bring
Closing date : Friday 25th July 2025
People are living longer and we’re excited by the opportunities this brings to help people live their best lives. 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.
We help people live their best lives . We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.
As an Investment Proposition Analyst, you’ll play a key role in shaping the investment solutions we offer, ensuring they remain competitive, cost-effective, and aligned with customer needs.
You’ll be responsible for in-depth analysis of investment fund data, including performance metrics, cost structures, and risk profiles. You’ll use advanced systems to run bespoke analyses on our fund range and competitor offerings, supporting proposition development and governance decisions.
Key Responsibilities:
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Conduct detailed analysis of workplace investment defaults and funds to support fund and proposition reviews
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Evaluate performance against benchmarks and peer groups using bespoke analytical tools
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Provide technical input to various governance forums and support fund change processes
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Develop and maintain fund data systems and controls, becoming an SME in the workplace investment estate
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Produce and present performance analysis packs for internal stakeholders
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Analyse default structures, lifestyle processes, and competitor propositions
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Collaborate with Distribution to support data-driven proposition development
We’d love to hear from you if you have:
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Strong analytical skills and experience in investment or fund analysis
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Proficiency in Excel and other data tools, with the ability to manage and interrogate complex datasets
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Excellent communication skills, with the ability to explain technical concepts to non-technical audiences
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A detail-oriented, evidence-based approach to problem-solving
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Awareness of industry data providers (e.g., Financial Express, Morningstar) and investment regulations
What’s in it for you?
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A non-contributory pension between 8%–12%
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A discretionary bonus, depending on personal and company performance
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34 (depending on level) days leave per year (including bank holidays, pro-rated for part-time)
We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.To find out more about what to expect at Aegon click here.
We\’re looking for talented individuals who are ready to make a real impact. If you\’re excited about new challenges and want to work with a team that values your skills, apply today!
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.
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Investment Proposition Analyst employer: Aegon UK
Contact Detail:
Aegon UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Proposition Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in investment analysis and fund management. Understanding current market dynamics and competitor offerings will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the investment sector, especially those who work as analysts or in similar roles. Attend industry events or webinars to build connections and gain insights that could give you an edge.
✨Tip Number 3
Brush up on your Excel skills and any other data analysis tools mentioned in the job description. Being able to demonstrate your proficiency in these tools during discussions can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss how you would approach analysing investment fund data and performance metrics. Having a clear methodology in mind will show your analytical thinking and problem-solving abilities.
We think you need these skills to ace Investment Proposition Analyst
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and required skills for the Investment Proposition Analyst position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Analytical Skills: Emphasise your strong analytical skills and any relevant experience in investment or fund analysis. Provide specific examples of how you've used data tools, like Excel, to manage complex datasets.
Showcase Communication Abilities: Since the role requires explaining technical concepts to non-technical audiences, include examples in your application that demonstrate your excellent communication skills. This could be through presentations or collaborative projects.
Tailor Your CV and Cover Letter: Make sure your CV and cover letter are tailored specifically for this role. Use keywords from the job description and focus on your relevant experiences, particularly those related to investment analysis and data management.
How to prepare for a job interview at Aegon UK
✨Showcase Your Analytical Skills
As an Investment Proposition Analyst, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've used data analysis in previous roles, particularly in investment or fund analysis. Highlight your proficiency with tools like Excel and any bespoke analytical systems you've worked with.
✨Understand the Industry Landscape
Familiarise yourself with industry data providers such as Financial Express and Morningstar. During the interview, demonstrate your awareness of current trends and regulations in the investment sector. This will show that you're not only knowledgeable but also genuinely interested in the field.
✨Communicate Clearly
Excellent communication skills are essential for this role. Practice explaining complex technical concepts in simple terms, as you may need to present your findings to non-technical stakeholders. Consider preparing a brief presentation on a relevant topic to showcase your ability to convey information effectively.
✨Prepare for Behavioural Questions
Expect questions that assess your problem-solving approach and attention to detail. Use the STAR method (Situation, Task, Action, Result) to structure your responses. Think of specific instances where you've tackled challenges in your previous roles, especially those related to fund performance or governance.
