Investment Performance Analyst — Data-Driven Client Reports

Aon; Chicago (IL); 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 join our team in a hybrid role based in Chicago, IL, with options in Atlanta or Norwalk.

You will support consultants and clients with data, balance portfolios, and prepare performance reports, collaborating with senior client teams to discuss insights.

Strong analytical skills and familiarity with capital markets, plus Excel, are valued as you contribute to investment analytics and client service.

Qualifications

• Strong analytical and technical skills.
• Accurate attention to detail.
• Basic knowledge of capital markets or interest in investing.
• Proficiency with Microsoft Office.

Responsibilities

• Support consultants and clients with data-related tasks.
• Balance financial statements for client portfolios.
• Audit returns and reconcile with custodians/managers.
• Prepare quarterly investment performance reports.
• Collect manager research and present to senior team.
• Update Risk Analyzer with cash flows for dashboards.
• Respond to ad hoc client/consultant requests.
• Draft written interpretations of results for meetings.
• Meet with senior client teams to discuss issues.

Skills

Analytical skills

Excel proficiency

Capital markets knowledge

Communication skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Aon is seeking an Investment Consulting Performance Analyst to join our team in a hybrid role based in Chicago, IL, with options in Atlanta or Norwalk.

You will support consultants and clients with data, balance portfolios, and prepare performance reports, collaborating with senior client teams to discuss insights.

Strong analytical skills and familiarity with capital markets, plus Excel, are valued as you contribute to investment analytics and client service.