Investment Performance Analyst: Data & Client Insights

Aon plc; Atlanta, Chicago, Norwalk (GA, IL, CT); Hybrid; USD 68,000 - 78,000; Full time

Benefits offered by this job

Global Wellbeing Days

Job summary

Aon plc is seeking an Investment Consulting Performance Analyst for a hybrid role in Atlanta, GA, Chicago, IL, or Norwalk, CT. You will support consultants and clients with data-related work, balance portfolios, and prepare quarterly performance reports, while collaborating with senior team members.

The role emphasizes strong analytical abilities, accuracy, and communication skills, with 0–1+ years in investment. Benefit-rich environment and flexible work options are included.

Qualifications

• Bachelor’s degree in a field like accounting, business, economics, finance, mathematics or statistics is preferred.
• Excellent writing and communication skills are required.
• 0-1+ years of experience in the investment space are expected.

Responsibilities

• Support consultants and clients with data-related work using strong technical and analytical skills.
• Balance financial account statements for client portfolios.
• Audit rates of return and reconcile discrepancies between our system and custodians/managers.
• Prepare quarterly investment performance reports from multiple sources.
• Gather manager research documents and bring them to senior client team members.
• Update Risk Analyzer with cash flows to produce client dashboards.
• Respond to ad hoc client or consultant requests.
• Prepare written interpretations of portfolio results and discussion guides for client meetings.

Skills

Technical skills

Analytical skills

Attention to detail

Writing & communication

Investment knowledge

Education

Bachelor’s degree in Finance/ Economics/ Math/ Stats

Tools

Microsoft Office

Job description

Aon plc is seeking an Investment Consulting Performance Analyst for a hybrid role in Atlanta, GA, Chicago, IL, or Norwalk, CT. You will support consultants and clients with data-related work, balance portfolios, and prepare quarterly performance reports, while collaborating with senior team members.

The role emphasizes strong analytical abilities, accuracy, and communication skills, with 0–1+ years in investment. Benefit-rich environment and flexible work options are included.