Investment Consulting Performance Analyst

Aon plc; Georgia; Hybrid; USD 68,000 - 78,000; Full time

Benefits offered by this job

401(k) plan

Employee stock purchase plan

Long-term incentive awards

Medical, dental and vision insurance

Paid time off

12 paid holidays

15 days paid vacation

Sick leave as provided by law

Commuter benefits

Employee assistance program

Job summary

Aon plc in the United States is seeking an Investment Consulting Performance Analyst for a hybrid role based in Atlanta, GA, Chicago, IL, or Norwalk, CT. You will support consultants and clients with data-related work and prepare performance reports.

The role emphasizes accuracy, analytical skills, and knowledge of capital markets, with opportunities to work across portfolios and respond to client requests. Aon offers a comprehensive benefits package and incentive plan.

Qualifications

• Excellent technical and analytical skills.
• Outstanding accuracy and attention to detail.
• Basic knowledge of capital markets and investments.
• Proficiency with Microsoft Office.
• Bachelor’s degree in business-related field.
• Strong writing and communication abilities.
• 0-1+ years of experience in the Investment space.

Responsibilities

• Support consultants and clients in data-related work.
• Take accountability and ownership of work.
• Balance financial account statements for clients’ investment portfolios.
• Audit rates of return and reconcile discrepancies.
• Prepare quarterly investment performance reports.
• Gather manager research documents for senior client teams.
• Update Risk Analyzer with cash flows for client dashboards.
• Respond to ad hoc requests from clients and consultants.
• Prepare discussion guides for client meetings.
• Meet with senior client teams to discuss issues.

Skills

Technical skills

Attention to detail

Capital markets knowledge

Writing and communication

Education

Bachelor’s degree (accounting, business, economics, finance, mathematics, statistics preferred)

Tools

Microsoft Office

Job description

Aon is looking for an Investment Consulting Performance Analyst (Hybrid in Atlanta, GA or Chicago, IL or Norwalk, CT)

Responsibilities:

• An Investment Consulting 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 reconcile 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/or keen interest in developing.
• Proficiency with specific software packages (e.g. Microsoft Office).
• Bachelor’s degree (majors such as accounting, business administration, economics, finance, mathematics, and statistics are generally preferred).
• Demonstrates excellent writing and communication skills.
• 0-1+ years of experience in the Investment space.

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, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

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]

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Pay Transparency Laws:

The salary range for this position intended for U.S. applicants is $68,000 to $78,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. The actual salary may vary for applicants in a different geographic location.

This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

Aon offers a comprehensive package of benefits for full-time and regular part‑time colleagues, including, but not limited to:

• a 401(k) savings plan with employer contributions
• an employee stock purchase plan
• consideration for long-term incentive awards at Aon’s discretion
• medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short‑term disability and optional long‑term disability, health savings account, health care and dependent care reimbursement accounts,employee and dependent life insurance and supplemental life and AD&D insurance
• optional personal insurance policies
• adoption assistance
• tuition assistance
• commuter benefits
• an employee assistance program that includes free counseling sessions

Eligibility for benefits is governed by the applicable plan documents and policies.