Senior 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 £42,480 - £63,720, depending on the experience you can bring.

Closing date: 23rd April 2025

Our team are focused on providing retirement and workplace savings to over 3.8 million customers. To do that we work with financial advisers and employers, to help improve people's financial wellbeing - all while being a trusted partner. 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. We are currently recruiting for a Senior Investment Proposition Analyst to join our team in Edinburgh. In this role, you will analyse performance, stewardship, voting, RI, and climate data across the investment estate, ensuring funds adhere to the Fund Governance Framework, including:

• Providing technical support to other Investment Proposition Analysts in Fund Reviews and Performance analysis.
• Analysing Investment fund data to validate and recommend actions for funds on watchlist.
• Assessing funds vs key criteria, including Cost to Aegon, cost to customer, performance vs benchmark and peer group, investment risk, and importantly customer expectation.
• Supporting the Investment Oversight team in the development of insights and internal and external reporting on Investment Proposition and Responsible Investment activities within Aegon UK.
• Developing a reporting framework and working to enhance existing fund-level reporting with information relating to Investment data from, data vendors, ESG data providers and fund managers.
• Working closely with the Investment Oversight Team, Head of Investment Oversight and other key Responsible Business stakeholders to continually develop and refine Aegon UK Investment policies and frameworks.

We'd love to hear from you if you have:

• Knowledge of investment funds, asset classes, fund types, as well as pension providers and platform providers.
• Analytical work and/or investment reporting experience, ideally within financial services.
• Understanding of Life & Pension Funds, including performance measurement techniques.
• Understanding of uses of ESG information and data as part of investment processes and investment reporting.
• Experience supporting reporting against TCFD, UK Stewardship Code, and other RI frameworks.
• Experience managing internal & external stakeholder relationships.
• Effective communication and presentation skills.
• Relevant industry-recognised qualifications are desirable (e.g., IMC).

What's in it for you?

• 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 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.

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.