Investment Analyst
Aegon is an international financial service holding company headquartered in The Hague, the Netherlands. Our ambition is to build leading businesses that offer their customers investment, protection, and retirement solutions. Our purpose is to help people live their best lives, which goal runs through all of our activities. The company has multiple locations across the globe, with core markets in the UK and the US, partnerships in Spain & Portugal, Brazil, and China and an Asset Management organization with locations in UK, US, NL and Hungary. In the Netherlands, Aegon generates value via a strategic shareholding in a market-leading insurance and pensions company.
Aegon Global Business Solutions Center is supporting these businesses with IT, Finance, Risk, Model Validation, Actuarial, Audit and Asset management services with a growing team of approx. 300 people, based in Budapest, Hungary.
Aegon Asset Management (AAM) is part of Aegon Group, one of the world's leading financial services organizations, providing life insurance, pensions and asset management. AAM is a global, active investment manager with international offices in Hungary, USA, UK and the Netherlands. We use our investment management expertise to help people live their best lives, focusing on excellence, trust and partnership. Investors worldwide entrust Aegon Asset Management to manage approximately €360 billion on their behalf.
About the role:
The Senior Investment Analyst will be responsible for ensuring quality data in each of the data domains within Data Operations/Enablement, including but not limited to Security, Analytics, Benchmarks and Pricing for daily and monthly processes. The Analyst will utilize their business analysis and technical skills to support and ensure data quality of the data, as well as ensure processes are complete and meeting the customer/client needs. This role will have interactions throughout Aegon Asset Management, including Portfolio Management, Trading, Operations, Information Technology, and Risk Management.
Key Responsibilities
Learn the job functions within each domain of Data Management, beginning with Security Master which includes understanding the setup of securities and how to ensure quality in the systems to support trading, operations and portfolio management
After the Security Master skill set is mastered, the role will move to learn security pricing and analytics (i.e. duration, yield, etc.…).
Utilize critical thinking skills and apply fundamental asset knowledge to each data domain to support critical daily and monthly processes
Perform business analysis to determine best practices within daily production/projects
Continuous improvement mindset, improving data quality with a focus on customer service
Participate and set high expectations of yourself on daily production and projects
Provide excellent customer service to all clients and internal customers
Qualifications and Skills:
Bachelor’s degree in Finance or related fields.
5+ years of related experience in the financial services industry or technical analysis
Proven ability to collaborate with a variety of internal and external parties to understand customer needs and ensure positive outcomes for our clients.
Process improvement experience preferred, with the ability to recognize opportunities within own role
Strong analytical, problem recognition and resolution, and communication skills
Strong organizational skills with the ability to handle multiple assignments
Excel – High proficiency
BlackRock Aladdin Experience preferred
What we offer:
Highly competitive annual pay
A good work/life balance including annual leave and statutory holidays by the Hungarian labor regulations.
Work from home in a hybrid working model.
Pension and medical plan
Yearly training budget, plus a large pool of in-house training to choose from
Complex people programs to support your individual and team development.
An opportunity to work with international offices and businesses, while being based in Budapest.
And last, but not least: fun and energetic, on the ground and global team!
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AGT Hungary IT Services LLC (HUN entity)