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About the Role

This role supports the management of Aegon's OEIC fund solutions and insured funds, contributing to investment decision-making across multi-asset portfolios through high-quality investment analysis.

Responsibilities

• Providing detailed research on individual asset classes.
• Making recommendations relating to asset allocation positioning.
• Inputting into the Portfolio Management team’s asset allocation procedures, including making recommendations to improve such procedures.
• Production of portfolio analysis reports covering ex-ante risk and performance analysis.
• Inputting into the portfolio construction process including consideration of portfolio risk.
• Making recommendations for portfolio changes to improve investor outcomes.
• Providing detailed quantitative and qualitative fund research of potential and existing fund holdings, including desk research and fund manager meetings.
• Making recommendations for funds to be used (or removed) in portfolios managed by the Portfolio Management team via written report and verbal presentation.
• Supporting the investment process by running and maintaining meeting packs and data required for team discussions.
• Providing input into marketing documents, including fund reports, market commentary, press articles and presentation packs.
• Contributing to the success of the broader Investment Proposition team.

Requirements

• Proven investment experience, ideally gained within asset management, wealth management or a broader investment environment.
• Strong analytical skills, with experience producing investment analysis across areas such as asset allocation, manager research, portfolio construction or fund selection.
• Experience using investment research and portfolio analysis tools, such as Bloomberg, Morningstar Direct or similar platforms, to generate insights and support investment decision-making.
• A broad understanding of financial markets and the key asset classes, with the ability to assess investment opportunities and risks.
• Excellent written, verbal and presentation skills, with the ability to communicate complex investment concepts clearly and concisely.
• The ability to work independently, exercise sound judgement and contribute effectively within a collaborative team environment.
• An understanding of the UK financial services and regulatory landscape, including knowledge of OEICs and wider investment regulations and market developments.
• Advanced Excel skills, including the use of VBA, dynamic arrays, LET functions, FILTER functions and other modern analytical techniques for data analysis and model development.
• Proficiency in at least one quantitative programming language, such as R or Python, with the ability to develop, maintain and enhance analytical models, research tools and investment processes.

Skills

• Bloomberg
• Morningstar Direct
• Advanced Excel
• VBA
• Dynamic arrays
• LET functions
• FILTER functions
• R
• Python

Location

• Edinburgh
• London

Work Type

• Permanent
• Hybrid

Experience Level

• Depending on experience

Education Level

• CFA Level 1 (or equivalent) qualification being advantageous

Salary/Compensations

• £47,680- £71,520

Benefits

• Enhanced pension scheme (company contributes 9%, matches up to 20% combined)
• Discretionary bonus
• 34 days leave per year
• Private medical cover
• Life assurance
• Critical illness cover
• Enhanced parental leave
• Retail discount vouchers
• Cycle2work scheme
• Subsidised restaurant
• Online GP appointments

About the Company

• We're Aegon. We're a company of ambitious, positive problem-solvers who get things done. We're a team, not a group of individuals. Collaboration is our life force and we believe it's our duty to leave things better than we find them.
• 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.

Equal Opportunity

• 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.