Investment Consulting Performance Analyst
Aon · Norwalk, CT · 3 wk ago
Hybrid$68k–$78k/yrFull-time
About the role
Aon is looking for an Investment Consulting Performance Analyst (Hybrid in Atlanta, GA or Chicago, IL or Norwalk, CT)
Responsibilities
- Takes accountability and ownership of work.
- Balances financial account statements for clients’ investment portfolios.
- Audits rates of return and reconcile discrepancies of returns calculated by our performance system versus those calculated by custodians and/or investment managers.
- Finalizes financial information from multiple sources to prepare quarterly investment performance reports.
- Gathers manager research documents pertinent to clients’ portfolios, bringing them to the attention of senior client team members.
- Updates Risk Analyzer with cash flows to produce defined benefit client dashboards.
- Responds to ad hoc requests from clients and/or consultants.
- Composes written interpretations of investment portfolio results and prepares discussion guides for client meetings.
- Meets with senior members of client teams to discuss relevant client matters and/or issues.
Qualifications
- Excellent technical and analytical skills.
- Outstanding accuracy and attention to detail.
- Basic knowledge of capital markets and investments and/or keen interest in developing.
- Proficiency with specific software packages (e.g. Microsoft Office).