Senior Investment Consultant

Aon • Norwalk, CT

80d • $122,000 - $163,000 • Hybrid

About The Position

Aon is looking for a Senior Investment Consultant in Norwalk, CT. This position is within the U.S. Investment Consulting's Client Service Team. The Client Service Team provides both advisory and OCIO investment consulting services to a wide variety of institutional investors.

Requirements

• Bachelor's degree in relevant area (e.g., business, finance, economics)
• Advanced degree and/or CFA and/or CAIA credential(s) encouraged
• 6+ years of work experience within the Investment space

Responsibilities

• Leads all aspects of client deliverables and is responsible for interfacing with other teams within U.S. Investment Consulting
• Exhibits outstanding knowledge of finance and investment theory and practice, as well as U.S. Investment Consulting's positions, and the ability to apply this knowledge to client and practice/research area work
• Exhibits the ability to process complex client needs and design creative solutions
• Acts as senior support on large clients taking partial ownership for the relationship
• Exhibits the ability to lead smaller, less complex client relationships and/or serve as secondary consultant on smaller, less complex client relationships
• Demonstrates ability to lead complex/challenging client meetings, if required
• Maintains responsibility for a small portfolio of clients
• Demonstrates clear and proven client relationship management skills
• Provides contribution to sales efforts - completion of RFP/proposals, assembling customized prospect presentations, etc.
• Is actively involved in continuing personal and professional development and promoting junior colleagues' development

Benefits

• 401(k) savings plan with employer contributions
• Employee stock purchase plan
• Medical, dental and vision insurance
• Paid time off at the discretion of the employee and management
• 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&D insurance
• Optional personal insurance policies
• Adoption assistance
• Tuition assistance
• Commuter benefits
• Employee assistance program that includes free counseling sessions

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees