Institutional Investment Consulting Analyst (Hybrid)

Aon plc; Chicago (IL); Híbrido; USD 70.000 - 74.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

PTO and paid holidays

401(k) with company match

Descripción de la vacante

Wealthspire is a leading wealth management and advisory firm seeking a Consulting Analyst to support its Institutional Investments Practice. You will help with asset allocation, investment research, and client communications, delivering reports and client-ready analyses.

The role emphasizes relationship-building, clear communication, and the ability to work independently in a hybrid environment with some travel (up to 5%).

Formación

• Bachelor’s degree with a preferred concentration in Finance, Accounting, Investing, or Economics required.
• 2–5 years of financial industry experience.
• Proficiency in Microsoft Office Suite; Morningstar tools preferred but not required.

Responsabilidades

• Support Wealthspire Institutional's Investments Practice consulting team with asset allocation, investment research, and client materials.
• Develop and maintain monthly and quarterly due diligence reports using Morningstar and Venn.
• Create client reports such as model portfolio fact-sheets and analyses.
• Assist in client-facing analyses including concentration and efficiency analyses.
• Attend and present at client meetings in a supporting role when needed.
• Provide timely responses to ad-hoc client requests.

Conocimientos

Financial industry experience

Microsoft Suite

Morningstar tools

Educación

Bachelor's degree in Finance or Economics

Herramientas

Morningstar suite

Descripción del empleo

Wealthspire is a leading wealth management and advisory firm seeking a Consulting Analyst to support its Institutional Investments Practice. You will help with asset allocation, investment research, and client communications, delivering reports and client-ready analyses.

The role emphasizes relationship-building, clear communication, and the ability to work independently in a hybrid environment with some travel (up to 5%).