Investment Consulting Performance Analyst

Hybrid position available in Atlanta, GA; Chicago, IL; or Norwalk, CT.

Responsibilities

• Uses technical, analytical, and communication skills to support consultants and clients in all aspects of data-related work.
• 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).
• Bachelor’s degree (majors such as accounting, business administration, economics, finance, mathematics, and statistics are generally preferred).
• Demonstrates excellent writing and communication skills.
• 0-1+ years of experience in the Investment space.

Benefits

• In addition to our comprehensive benefits package, we encourage an inclusive workforce.
• Our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon.
• All colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself.
• We offer a variety of working style solutions for our colleagues.
• Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential.
• As a result, at Aon, you are more connected, more relevant, and more valued.
• Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves.
• Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD