Fund Operations Analyst
Fund Operations Analyst
Aegon
Edinburgh, Scotland
Job ID : 664671513253525052344c636d6c5a4a49773d3d
Job Description :
Job Description Summary
Job Description
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.
We have an exciting opportunity for a Fund Operations Analyst to join our Investment Solutions team.
The Role
As the Fund Operations Analyst, you will be responsible for:
- Supporting the relationship with key stakeholders, internal and external and at all levels, regarding all aspects of Fund Group interaction
- Aligned to Investment Proposition, Support Senior Fund Analyst in reviewing complex issues to completion and communicate clearly to key stakeholders
- Supporting the Senior Fund Analysts in the management and control of risk and SOX process ensuring all data is available in a timely manner
- Acting as SME specialising in problem solving and delivery to meet the needs of distribution and the wider business
- Supporting regular qualitative MI reporting to meet the requirements of management for information and for forward planning
- Escalation of any Fund Operations issues
Key Tasks (Including but not limited to):
Ensure the successful operational control & delivery of investment data across relevant distribution platforms, specifically;
- Multi location support for Fund Operations inputs to RFPs and general Investment Proposition support. Support communications into and out of Fund Operations to ensure fund launches, changes, suspensions and closures across the insured, TargetPlan and AIL ranges including client specific blended funds, are control and managed effectively
- Ensuring client expectations are met and updates instructed to ensure our Investment Data Repository is accurate and up to date
- Ensure instructions to the business for fund change is executed accurately, timely and efficiently through robust controls and processes
- Support all Fund Operations processes, focusing on continual improvement.
- Highlight to management, via the management forum where conflicts arise over priorities or resource capacity across the business.
Governance
- Ensure integrity of decision-making processes is maintained (e.g., through the correct governance channels)
- Act as SME on company projects, owning, reviewing and approving data and performance information and providing specialist input as applicable
- Support relationship with Distribution and Investment Proposition to ensure delivery of best outcome for Aegon and the customer
- Highlight to management, via the decision forums where conflicts arise over priorities or resource capacity across the business.
- Ensure that Aegon executes all fund operations change processes while maintaining strong systems and controls by embedding best practice across all delivery activity, including compliance with all SOx requirements and conducting regular QA and QC checks
- Develop and maintain Insured fund MI to support decision making across the business
Internal Stakeholder Support:
- Support for Client Relationship Managers and Sales responding to new change requests and changes to client specific funds
- Work with sales teams across the different channels to understand adviser and customer needs in relation to the instrument universes and drive progress through the tracker
- Work with sales and proposition teams to help them understand the processes and complexities across the platform to ensure smooth delivery of requirements
Process Improvement:
- Work with colleagues to understand an improve processes end to end, to drive efficiency across the business and to ensure compliance
Skills & Experience
Communication:
- Able to appropriately manage day to day relationships with internal and external counterpart alike
- Able to communicate and work in a collaborative environment effectively
Process control:
- Able to review previous control tasks, and identify whether successful or not
Personal Planning:
- Ability to prioritise tasks and plan with minimal managerial oversight
Knowledge
- Investment markets, funds, managers, and AEGON’s involvement therein
- Regulatory framework in UK financial services and application to customer conduct and product governance and understanding in respect of investments, e.g., TCF, FCA, MiFID II, SOX etc
- Investment landscape, e.g., asset allocation, investment process, fund managers, funds, solutions
- Knowledge of the UK platform markets and key drivers of industry change
- Advanced Excel Skills
- Experience of working in a fast-paced fund implementation/transition role within Investment, Platform or Life & Pensions
- Knowledge of FE Analytics desirable
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-contributary pension between 8-12% dependant on age
- Life assurance cover
- Private medical cover and health assessments
- Access toPeppy– 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.
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 offices.
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.
Company Details :
Name : Aegon
CEO : Alexander R. Wynaendts
Headquarter : The Hague, Netherlands
Revenue : $10+ billion (USD)
Size : 10000+ Employees
Type : Company - Public
Primary Industry : Insurance Carriers
Sector Name : Insurance
Year Founded : 1844
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Details
: Edinburgh, Scotland
: Today
