Associate Investment Consultant

Aon plc; United States; Hybrid; USD 86,000 - 119,000; Full time

Benefits offered by this job

Global Wellbeing Days

Smart Working

Disability accommodations

Job summary

Aon plc is seeking an Associate Investment Consultant to join the Investment Advisory team. The role is hybrid and based in Leeds City Centre, with flexibility for other UK locations.

You will support consultants in building client relationships and delivering advice on UK pension schemes, endowments, and charities, leveraging Aon’s specialist teams. You will work across client projects, coordinate day-to-day activities, and contribute to ongoing market analysis while developing junior

Qualifications

• Experience with a major consulting, fund management or banking firm advising UK occupational pension schemes.
• Knowledge of investment markets and UK pension schemes.
• Good understanding of all main asset classes and their role in meeting client objectives.
• Understanding of how to manage a successful asset transfer.
• Understanding of the asset-liability process.
• Excellent communication skills, both verbal and written.
• Progress toward CFA or IFoA examinations.

Responsibilities

• Work with lead consultants to build client relationships and understand client challenges.
• Deliver client service efficiently by coordinating with Aon’s specialist teams.
• Act as day-to-day contact for clients of all sizes.
• Lead or contribute to client projects and manage team workflows.
• Coordinate client work and ensure timely delivery to clients or lead consultants.
• Identify opportunities to innovate and drive efficiency.
• Develop junior colleagues into future associate consultants.

Skills

Investment markets knowledge

Asset classes understanding

Asset transfer knowledge

Asset-liability process understanding

Excellent communication

Job description

Do you want an investment consulting role advising institutional clients supported by Aon's breadth of specialist knowledge and expertise? Would you enjoy being part of a diverse team focused on driving positive outcomes for both clients and colleagues? If you're passionate about joining an innovative and market leading business, then read on!, As an Associate Investment Consultant you will support consultants in building and managing client relationships , while overseeing the day-to-day deliverables and support team. You will be involved in preparing advice predominantly to UK defined benefit pension schemes but also endowments, charities, and other institutional clients. Given the breadth of capability at Aon, you will be supported by a team of dedicated client-facing colleagues as well as expertise from our many specialist teams such as risk & modelling, investment manager research, investment strategy & economics and more. Your day-to-day focus will include:

• Working with lead consultants to build relationships with clients, as well as understanding and solving the challenges clients may face
• Driving business results through efficient delivery of client service and connecting and working with colleagues across Aon's specialist teams
• Acting as the day-to-day contact for clients of all sizes.
• Working off own initiative on client specific projects and managing your own, and client team workflow.
• Coordinating client work, and ensuring the timely delivery to the client or lead consultant
• Identifying opportunities to innovate and drive efficiency
• Developing junior colleagues into future associate consultants
• Promoting an inclusive culture across Aon
  Experience with a major consulting, fund management or banking firm, involved in advising UK occupational pension schemes
• Knowledge of investment markets and UK pension schemes
• Good understanding of all main asset classes, how they interact and the role they can play in meeting client objectives.
• An understanding of how to manage a successful asset transfer.
• Basic understanding of the asset-liability process.
• Excellent communication skills, both verbal and written to build relationships internally and externally.
• Making good progress against the CFA or IFoA examinations
  The UK Investment Team are looking for an Associate Investment Consultant to join the Investment Advisory team. This is a hybrid role which will be based in Leeds City Centre, but other locations may be considered (Birmingham, Edinburgh, London, Bristol).
• Associate Investment Consultants will be primarily responsible for adding value to Aon's relationship with clients through management, development, and retention of a portfolio of clients. 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.
• What the day will look like, At Aon, the opportunity is much wider than just the local consulting team. You'll quickly build a network across different offices, business areas and Aon teams, working with a variety of clients. With a persistently developing investment backdrop, we quickly allocate teams and dedicate resource to respond to market developments, providing a vast array of opportunities for consultants to specialise and create their own role within the business. Aon has a wealth of market-leading specialists prepared to support you in your role, producing thought-provoking content and assisting with the delivery of bespoke advice to clients. Continued investment in our infrastructure and systems that support our 50,000 strong global workforce ensures you can efficiently manage your time to drive value and business results. There is a strong focus on sharing of ideas and working as a team within the UK investment team and more broadly across Aon. During each week there are multiple department wide video conference calls keeping colleagues up to date on latest business results, ideas from specialist teams and opportunities for colleagues to put themselves forward to support new initiatives.
• Recent joiner from a competitor: "At my previous company we had one person responsible for the vast majority of thought leadership and market updates. My mind was blown when I learned that at Aon we have dedicated teams of economists, risk settlement experts, and more! As well as making us so much more dynamic when responding or anticipating market or industry events, it also gives colleagues great opportunities to specialise in different emerging areas.",
• 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. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Aon is proud to be an equal opportunity workplace.