Investment Performance Analyst (Hybrid) - Growth & Insights

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

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.