Working as part of the Real Estate Investment Specialist team on the commercialisation of the abrdn real estate product range (predominantly for UK and European institutional funds). This role also involved relationship management for expert real estate investors in specialist products.

Part of the SLI RFP team within Global Product, working closely with the Real Estate Investment Specialists and Distribution teams on the creation of bespoke and recurring data/information provision for key clients, potential prospects and other stakeholders.

BAU responsibilities• Input into key projects (including Pension Reform, RDR, Strategic Deals and the latest delivery phase of Aegon’s wrap platform) conducting research for the Proposition team, making recommendations based on data analysis and where appropriate creating business requirement specifications for senior management sign off• Support delivery of tender responses and general adviser/publication surveys, ownership of proposition queries submitted to the team• Maintain and update Corporate information for Sales/Marketing colleagues on the intranet• Technical checking of Marketing Communications copy and product guides • Delivery of competitor intelligence/market research to key stakeholders• Proposition representative at LAMRA (Life Assurance Market Research Association) meetingsKey Achievements• Provided business analyst support to Aegon’s wrap platform workstream• Propositional support in two major distribution deals• Delivered training to London Corporate Solutions Sales team on effective use of resources in completing tender requests/adviser surveys• Propositional lead during the requirement gathering, implementation and successful launch of a streamlined process for bulk transfers• Delivery of a paper detailing the effect of Pension Reform on Aegon’s book of schemes with Life Assured Benefits, including recommendations based on a full analysis of the financial makeup and value of the schemes involved• Support provided to the Pension Reform and RDR workstreams by providing competitor analysis and comparisons to various business areas, programme updates to Operations and assistance to the Service Relationship team during worksite presentations• Successful delivery of a project tasked with creating several key sales aids requested by Aegon Ireland • Updated the Corporate Proposition content on the Aegon intranet during migration to a new SharePoint site

• Business Analyst support to the Corporate Transfer Team, including checking work, ensuring procedures are updated assisting in any complex queries the team may have and assisting IT/Change with any business requirements relating to the team• Assistance and training to newer team members and temporary workers Key Achievements• Maintained working relationship with key stakeholders in the transfer process (Advisers/Sales/Service Relationship team/Box management/Marketing and IT)• Main point of contact into the team for Key Advisers• Headed a project analysing the data held on SalesForce to ensure the accuracy of system reports• Provided business support to IT for procedural/legislative/processing changes, drafting user requirements where appropriate, working with them to create user acceptance test plans for new processes and providing pre/post implementation training and support to the team • Presented detailed walkthroughs of the transfer process to key clients during site/head office visits• Business input into Marketing literature changes relating to the Corporate Transfer proposition• Representative for the team at process excellence workshops/project meetings, ensuring that the outcomes agreed were successfully implemented and documented accordingly• Ownership of Execution Only procedures within the team, including reporting of monthly figures to senior management• Business owner of Risk procedures and reporting within the team