Investment Analyst

Pds; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive total rewards package

Continuing education & training

Potential with a growing organization

Job summary

A leading global professional services firm is seeking an Investment Performance Analyst in Chicago, IL. The candidate will support consultants and clients with data-related work, audit rates of return, and prepare investment performance reports. Essential qualifications include analytical skills and a Bachelor’s degree. This position offers a competitive rewards package and opportunities for professional growth within a dynamic team.

Qualifications

• Excellent technical and analytical skills required.
• Outstanding accuracy and attention to detail is essential.
• Basic knowledge of capital markets and investments is needed.

Responsibilities

• Audit rates of return and reconcile discrepancies.
• Finalize financial information for quarterly investment performance reports.
• Composes written interpretations of portfolio results.

Skills

Technical skills

Analytical skills

Communication skills

Attention to detail

Proficiency with Microsoft Office

Education

Bachelor's degree in a business related major

Job description

Aon is looking for an Investment Performance Analyst in Chicago, IL

Responsibilities

An IC Performance Analyst uses technical, analytical, and communication skills to support consultants and clients in all aspects of data‑related work. Takes accountability and ownership of work. Balances financial account statements for clients investment portfolios. Audits rates of return and reconciles discrepancies of returns calculated by our performance system versus those calculated by custodians and/or investment managers. Finalizes financial information from multiple sources to prepare quarterly investment performance reports. Gathers manager research documents pertinent to clients portfolios, bringing them to the attention of senior client team members. Updates Risk Analyzer with cash flows to produce defined benefit client dashboards. Responds to ad hoc requests from clients and/or consultants. Composes written interpretations of investment portfolio results and prepares discussion guides for client meetings. Meets with senior members of client teams to discuss relevant client matters and/or issues.

Qualifications

Excellent technical and analytical skills. Outstanding accuracy and attention to detail. Basic knowledge of capital markets and investments and keen interest in developing knowledge of capital markets and investments. Proficiency with specific software packages (e.g., Microsoft Office). Bachelor's degree in a business related major. Demonstrates excellent writing and communication skills.

Benefits

A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

Our Colleague Experience

From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility.

About Aon

Aon plc (NYSE: AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.