Investment Performance Analyst — Data-Driven Client Reporting

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 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.