Investment Associate Partner

LGBT Great; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in the financial consulting sector is seeking a driven individual passionate about economics and markets. This role involves research and client interaction, offering the chance to contribute to Aon's Asset Allocation team’s global insights. Great career progression and a supportive learning environment await successful candidates.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Variety of working style solutions

Qualifications

• Educated to degree level or higher in a relevant field.
• Professional finance or investment qualifications preferred.
• Ability to analyze data and provide insights.

Responsibilities

• Research asset classes and market drivers.
• Assist investment consultants with client recommendations.
• Prepare bespoke client papers and deliver economic views.

Skills

Strong numeracy

Technical skills

Good communication

Proactive

Self-starter

Education

Degree in Economics, Maths or Finance

CFA, CAIA, FIA or FFA qualification

Tools

Excel VBA

Python

R

Job description

This is a great role for anyone who is passionate about economics and markets, intellectually curious, and proactive at thinking about how we can use these insights to help clients and generate consulting opportunities. Aon’s Asset Allocation team helps not only spearhead thought leadership within the Wealth business but across the whole of Aon. It therefore offers the potential for excellent career progression and exposure across the firm.

What will the day will look like?

• Keeping on top of what is going on in markets, trying to work out what is driving moves, and answering questions from investment consultants and clients
• Research asset classes, with an eye to rising opportunities and risks
• Assisting investment consultants on what they should be recommending to clients given their clients’ unique circumstances, joining client meetings to provide high-level views on the economy and markets, but also having in-depth knowledge ready if those clients wish to delve deeper
• Preparing bespoke client papers

How is this opportunity different from others at Aon?

This is a great opportunity to follow a steep economic and market analysis learning curve. The team is global and hence you will be interacting with practices across the world, and our expertise is often tapped by other business units, so this is a great way to improve your Aon United credentials too. You will get to learn about all of our main deliverables, and eventually will likely lead one of them. Our main areas of focus include:

• Tactical views for our US, Canadian and UK delegated/OCIO teams, and larger more active clients,
• Medium-term views for clients which might want to shift from their strategic positioning, or want advice on whether to slow/accelerate their derisking journey
• Longer-term strategic asset class views, which feed through into the Capital Market Assumption process
• Economic views and forecasts
• Deterministic scenario analysis, which includes work on climate change

Skills and experience that would help lead to success

• Educated to degree level or higher. Economics, maths or finance is preferable.
• A professional qualification such as CFA, CAIA, FIA or FFA
• Strong numeracy and technical skills. Familiarity with excel VBA, python or R coding skills would be an advantage
• Good communication skills, both verbal and written
• Proactive and a self-starter

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.
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 and inclusive 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, colour, 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]

#LI-NW1

2561823