Investment Consulting Analyst

AON • Atlanta, GA

410d • $58,000 - $78,000

About The Position

Aon is seeking an Investment Consulting Analyst to join their Client Service Team in Atlanta, GA. This role involves providing advisory and OCIO investment consulting services to a diverse range of institutional investors. The analyst will utilize technical, analytical, and communication skills to support consultants and clients, manage client relationships, and contribute to research projects.

Requirements

• Bachelor's degree in a relevant area (e.g., business, finance, economics).
• 1+ years of experience in the investment space.
• Excellent technical and analytical skills.
• Accuracy and attention to detail.
• Basic knowledge of capital markets and investments or a keen interest in developing this knowledge.
• Proficiency with Microsoft Office and performance reporting analytics.
• Basic writing and communication skills.
• Ability to oversee work produced by offshore analysts.

Nice To Haves

• Experience with performance reporting analytics software.
• Strong communication skills.

Responsibilities

• Support consultants and clients in all aspects of data-related work.
• Balance financial account statements for clients' investment portfolios.
• Audit rates of return and reconcile discrepancies of returns calculated by performance systems versus custodians or investment managers.
• Prepare quarterly investment performance reports by finalizing financial information from multiple sources.
• Gather manager research documents relevant to clients' portfolios and inform senior team members.
• Update Risk Analyzer with cash flows to produce defined benefit client dashboards.
• Respond to ad hoc requests from clients and consultants.
• Compose written interpretations of investment portfolio results and prepare discussion guides for client meetings.
• Meet with senior client team members to discuss relevant client matters.
• Oversee work conducted by offshore analysts on common clients.
• Act as client manager for 3-6 client relationships, serving as the first point of contact for clients.
• Assist with firm-wide research projects and join dedicated research committees.
• Attend client calls and meetings with senior team members to present materials.
• Participate in mentorship and training of new colleagues.

Benefits

• Commuter assistance
• Health savings account
• AD&D insurance
• Employee stock purchase plan
• Paid holidays
• Disability insurance
• Dependent care reimbursement
• Health insurance
• Dental insurance
• 401(k)
• Flexible spending account
• Tuition reimbursement
• Paid time off
• Adoption assistance
• Employee assistance program
• Vision insurance
• Life insurance
• Paid sick time

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree