Investment Specialist

You will sit within the Aegon AM equities team and mainly support the Investment Specialist team on both routine and ad-hoc projects.

The Investment Specialist team's role is to support Aegon AM's fund managers and communicate our fund range to investors and intermediaries. The investment specialists explain what investors might expect from a Aegon AM fund, how our funds are structured and how our funds have dealt with and are dealing with political, economic or other market events.

Additionally, the investment specialists are a bridge between regular fund reporting and the global sales teams and take on many specific requests for information by clients. The team is also actively involved in supporting our direct sales teams by understanding and winning new business opportunities.

Tasks will include (training will be provided):

• Presentation production - Creating and maintaining presentation content on the equity fund range


• Research - Research related to equity funds, stocks and wider markets


• Data Analysis - Collecting and manipulating data on stocks, funds and markets


• Prospect work - Support investment specialists in the production of proposals for new client business


• Administration - Monitor team mailbox and manage requests, minute taking in team meetings
  
  If you are a school/college leaver who has a curiosity about working within financial services and has the following attributes, we are interest in hearing from you:



• An interest and desire to learn and further understand financial markets (particularly equity markets), an interest in economics (UK and worldwide) is desirable


• Use of Microsoft office package including Word, PowerPoint etc


• To be able to access and use independent data sources to support colleagues and better answer client needs


• Excellent communication & interpersonal skills and ability to learn and work as part of a team


• Enthusiasm, independent thinking and consistent work levels


• Adaptable and achievement orientated, Standard Grades in Maths and English - level 1-3 or equivalent and a further education qualification (e.g. Highers, Scotvec, HNCs, HNDs).
  
  We organize our investment capabilities around four focused platforms: fixed income, real assets, equities, and multi-asset & solutions. Each platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.


We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.

We are an international business: Our 1,200 employees work from 17 locations across Europe, the Americas and Asia.

Programme information

Our traineeship will introduce you to investment management and you will gain industry knowledge, experience and build relationships enabling you to progress your career and provide you with skills to secure a permanent role. We will also support you in achieving an industry recognised professional qualification. As part of the Investment20/20 programme, you will have opportunities to meet and network with over 300 trainees across the industry and participate in socials and insight events., At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm - we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences. We are proud to be a Disability Confident Committed Employer in the UK. We will welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

Our trainee programme is a fixed term one year contract paying £20,000. You will receive 27 days annual leave plus 9 public holidays. You will also be entitled to take 2 paid Volunteering days. The primary location for these roles is Edinburgh. There will be an opportunity to work some days of the week from home.

Our benefits include a subsidised canteen, on-site gym and the opportunity to join a non-contributory pension as soon as you join. We also give you access to an online platform for discounts on shopping, high street and online retailers, cinema, gym memberships and holidays. You may also be interested in our Cycle2Work and Travel Loan options.