Investment Consulting Performance Analyst

Aon; Norwalk (CT); Hybrid; USD 68,000 - 78,000; Full time

Benefits offered by this job

life insurance

vision insurance

paid time off

paid holidays

sick time

tuition assistance

401(k)

Job summary

Aon is seeking an Investment Consulting Performance Analyst to support consultants and clients with data-related work in a hybrid role based in Norwalk, CT (Atlanta or Chicago options also noted).

You will balance statements, audit returns, prepare quarterly performance reports, gather manager research, update risk dashboards, and respond to ad hoc client requests while developing written interpretations of portfolio results for meetings.

Qualifications

• Bachelor's degree in accounting, business, economics, finance, mathematics or statistics preferred.
• 0-1+ years in the investment space.
• Strong writing and communication skills.
• Proficiency with MS Office and data tools.

Responsibilities

• Support consultants and clients with data-related work.
• Balance financial account statements for client portfolios.
• Audit rates of return and reconcile discrepancies with custodians/managers.
• Prepare quarterly investment performance reports from multiple sources.
• Gather manager research documents for senior client team members.
• Update Risk Analyzer with cash flows to produce client dashboards.
• Respond to ad hoc client/consultant requests.
• Prepare written interpretations of portfolio results for client meetings.
• Meet with senior client team members to discuss issues.

Skills

Analytical skills

Attention to detail

Capital markets knowledge

MS Office proficiency

Writing & communication

Investment space experience (0-1+ yrs)

Education

Bachelor's degree (finance/economics/business)

Tools

Microsoft Office

Job description

Investment Consulting Performance Analyst

• life insurance
• vision insurance
• paid time off
• paid holidays
• sick time
• tuition assistance
• 401(k)

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.

• 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 p rogram that includes free counseling sessions

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