At a Glance
- Tasks: Lead innovative investment initiatives and enhance existing propositions for better customer outcomes.
- Company: Dynamic investment firm based in Edinburgh with a focus on collaboration.
- Benefits: Generous salary, enhanced pension scheme, 34 days leave, and lifestyle perks.
- Other info: Hybrid work model with opportunities for personal and professional growth.
- Why this job: Shape the future of investment strategies while making a real impact.
- Qualifications: Experience in investment propositions and strong stakeholder management skills.
The predicted salary is between 64400 - 96600 £ per year.
Job Description Summary
Investment Proposition Manager (Permanent) – Edinburgh. Salary: £64,400 – £96,600. Minimum office attendance: 40% hybrid. Closing date: 14th July 2026.
Responsibilities
- Lead the development of new investment initiatives from concept through to delivery, ensuring strong commercial outcomes.
- Take ownership of existing propositions, proactively identifying opportunities to enhance performance, improve customer outcomes and maintain competitive positioning.
- Drive proposition strategy, bringing a forward‑thinking perspective to shape and influence long‑term direction.
- Develop high quality business cases and proposals, underpinned by robust customer, adviser and distributor insights.
- Deliver insightful market and competitor analysis, clearly articulating implications and opportunities for the business.
- Own governance requirements, including Board and Committee materials, ensuring clear, compelling and well‑structured outputs.
- Chair and manage internal forums and committees relevant to proposition development and oversight.
- Collaborate with senior stakeholders across functions, influencing and aligning on priorities, delivery approaches and outcomes.
Qualifications
- Proven experience leading the development and ongoing management of investment propositions.
- Strong technical and commercial understanding of investment solutions and product structures.
- Track record of successfully delivering complex initiatives and projects in a fast‑paced environment.
- Deep understanding of customer and adviser needs, with the ability to translate these into compelling solutions.
- Excellent stakeholder management and influencing skills, with experience presenting to senior leadership and governance forums.
- Ability to operate at both a hands‑on delivery level and a strategic, forward‑looking level.
What’s in it for you?
- Enhanced pension scheme: contribute 3% of salary; company matches 9% (up to a combined 20% of salary).
- Discretionary bonus, depending on personal and company performance.
- 34 days leave per year (including bank holidays, pro‑rated for part‑time).
- Private medical cover, life assurance, critical illness cover, enhanced parental leave.
- Lifestyle benefits: retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.
The legal bits
- Applicants must confirm right to work in the UK.
- Successful candidates will undergo credit and criminal record checks and provide satisfactory references.
- Equal Opportunity Employer: We welcome applications from all suitably qualified persons regardless of age, disability, race, religion/belief, gender, sexual orientation, or gender identity.
Investment Proposition Manager employer: Transamerica Corporation
As an Investment Proposition Manager in Edinburgh, you will thrive in a dynamic and supportive work environment that prioritises employee growth and well-being. With a competitive salary and an enhanced pension scheme, alongside generous leave and lifestyle benefits, our company fosters a culture of collaboration and innovation, empowering you to lead impactful investment initiatives while enjoying a healthy work-life balance. Join us to make a meaningful difference in the financial landscape, backed by a commitment to diversity and inclusion.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Proposition Manager
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Transamerica Corporation, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Transamerica Corporation.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Transamerica Corporation.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Transamerica Corporation, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Proposition Manager
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Transamerica Corporation want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Transamerica Corporation.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Transamerica Corporation will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Transamerica Corporation. Numbers speak louder than words!
How to prepare for a job interview at Transamerica Corporation
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Transamerica Corporation want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withTransamerica Corporation.
