Associate Investment Consultant

Aon Hewitt; Bristol; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading company in investment consulting seeks an Associate Investment Consultant to join their growing team. This hybrid role involves providing high-quality investment advice and client servicing, and offers opportunities for mentorship and professional development. Candidates should have a degree in relevant fields and experience in financial services. The company promotes a diverse, inclusive work culture and values continuous learning.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Flexible working environment

Qualifications

• Educated to degree level in relevant fields.
• Gained or working towards professional qualifications.
• Strong experience in financial services, preferably consulting.

Responsibilities

• Creating and enhancing client investment performance reports.
• Involved in modeling specific investment strategies.
• Conducting asset liability modeling studies.

Skills

Client service

Analytical skills

Communication

Teamwork

Proactivity

Problem-solving

Education

Degree in Actuarial or Financial Mathematics, Statistics

CFA or Actuarial qualification (desirable)

APA/QFA qualification (willingness to complete)

Tools

MS Excel

MS PowerPoint

Job description

Associate Investment Consultant

We are excited to offer you a unique opportunity to join our growing Investment team within our Human Capital business. This is a hybrid role with the flexibility to work both virtually and from our Cork / Dublin offices. As an Associated Investment Consultant, you will be a key member of our dedicated team, playing a vital role in meeting the expectations of our clients through the delivery of high-quality servicing and investment advice.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

About Aon Investment Practice

The Investment Practice specializes in providing investment advice to a wide range of clients on investment strategy, asset allocation, investment manager selection and monitoring. As our client base in Ireland continues to grow, we are excited to offer you a unique opportunity to join our team.

From a base in either Cork or Dublin, you will have exposure to a wide range of investment services covering our diverse and growing client portfolio.

What the day will look like

You will join the investment consulting team and will provide support to investment consultants in all aspects of investment consultancy.

Primary responsibilities include:

• Working as part of a team, creating and enhancing regular client investment performance reports and supporting materials on a timely basis
• Be involved with modelling and design of specific investment strategies for clients
• Under-take fund performance and manager research analysis for the team
• Efficiently lead deliverables and exhibit the ability to work independently for routine client projects
• Coordinate project work and timely delivery of advice to the client or lead investment consultant for review, including preparation of materials for client meetings.
• Conduct and perform asset liability modelling studies utilising Aon's proprietary modelling tools to assist in developing investment strategies for clients.
• Participating in the success of the business through mentoring and training for Analysts
• Develop strong relationships across the firm i.e. with Retirement Consultants, the Administration team, Marketing and Communications, the UK Investment team, the Delegated Consulting investment management team, and the Global Investment Manager Selection team

How this opportunity is different

We look to offer as much experience as you can handle, and with the appropriate support, you will provide support to Investment Consultants in all aspects of Investment consultancy and look to build client relationships.

You will gain exposure to a wide range of investment services covering our diverse and growing client portfolio. Initially, supporting the senior members of our investment team in all aspects of investment consultancy, you will be expected to progress rapidly and take responsibility for your own clients.

Skills and experience that will lead to success

Enthused by superior client service, the ideal individual possesses the following:

• Educated to degree level in Actuarial or Financial Mathematics, Statistics, or equivalent certification
• Gained or working towards a professional qualification (CFA or Actuarial desirable)
• Willingness to complete APA/QFA qualification (APA in Savings & Investment)
• You hold a strong experience base with a number of years' financial services experience preferably with a major consulting, asset management or banking firm involved in advising occupational pension schemes and/or institutional investors.
• Prior experience and knowledge of asset liability modelling and liability driven investment strategies is a distinct advantageous.
• Knowledge of the process for setting an investment strategy for occupational pension schemes and long-term investors and the factors that influence a clients’ decision is a distinct advantage.
• Excellent analytical, communication and writing skills with a complimentary professional presentation style
• Highly proficient with software packages (MS Excel and MS PowerPoint) would be beneficial
• A proactive, self-starter with the ability to handle own workload and work well in a fast-paced environment
• A team player – enjoys contributing, innovation and is comfortable working at all levels
• A strong work ethic and sense of ownership

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [e-mail]

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