Investment Operations Analyst (Hybrid)

Aon plc; Chicago (IL); Híbrido; USD 64.000 - 70.000; Jornada completa

Descripción de la vacante

Aon plc is seeking an Investment Consulting Operations Associate in the United States. The role involves gathering financial data, reconciling information, and supporting fund operations for regulatory filings and third-party inquiries.

You will interact with portfolio managers, fund administrators, and custodians, driving process improvements for new funds and responsibilities while leveraging strong MS Excel skills and a detail-oriented mindset.

Formación

• Bachelor's degree in a Business-related field.
• 0-2+ years of accounting or finance experience.
• Highly proficient skills in MS Excel.
• Outstanding attention to detail for compiling complex financial information.
• An interest in the financial services industry.
• The ability to learn new specialty applications and portals.
• Excellent communication skills to interact with various stakeholders.

Responsabilidades

• Gather financial information from external sources and compile and calculate the data needed to support fund operations.
• Maintain and reconcile financial data and support schedules to help ensure the funds are operating within established guidelines.
• Compile data and respond to inquiries from third parties for compliance filings with regulatory bodies, auditors, and investors.
• Provide ad-hoc reporting on the underlying investments to support fund expenses, fees, and other operational activities.
• Interact with portfolio managers, investment managers, fund administrators, and custodians to communicate status and clearly raise issues.
• Drive enhancements and innovations to existing processes and implement new processes for new funds and responsibilities.

Conocimientos

MS Excel

Attention to detail

Communication

Educación

Bachelor's degree in business-related field

Descripción del empleo

Aon plc is seeking an Investment Consulting Operations Associate in the United States. The role involves gathering financial data, reconciling information, and supporting fund operations for regulatory filings and third-party inquiries.

You will interact with portfolio managers, fund administrators, and custodians, driving process improvements for new funds and responsibilities while leveraging strong MS Excel skills and a detail-oriented mindset.