Early Careers: Investment Consulting Analyst

Aon is looking for an Investment Analyst!This Analyst will support three specialty teams within Aon’s US Investment business, including our Trust & Custody Team, our Fiduciary Services Team, and our Operational Due Diligence Team. The Trust & Custody team is focused on custody, operations, and securities lending consulting. The Fiduciary Services Team provides governance reviews designed to identify, prevent, or mitigate fiduciary risk. The Operational Due Diligence Team identifies and quantifies operational risks of investment managers. As such, the successful candidate will be eager to learn about various aspects of client portfolio oversight, be able to manage different projects, and have a general interest in business / investments. Strong writing skills are required and proficiency in Excel is preferred.What the day will look likeYour impact as an Investment AnalystJob Responsibilities : Assist with tracking status of current projects, prior projects, and requests for advice / assistance.Update or create databases of information relevant to each team.Assist with due diligence on investment managers, custodians, and / or client practices, and manage document request lists for projects / clients, including tracking, organizing, and reviewing documents received.Gather and analyze research documents pertinent to clients’ portfolios and governance practices, investment manager operations, or custodial services, bringing salient points to the attention of senior client team members.Read various articles and update the team on any relevant news, including any organizational changes to potential and current clients, service providers, and competitor firms.Collect service provider information / statistics from vendor proposals.Review and break out client vendor fees using the invoices generated by vendor.Conduct market and competitor research.Use technical, analytical, and communication skills to support consultants and clients in all aspects of data-related work.Prepare materials for client or service provider meetings, including discussion guides, presentation materials, and / or reports.Create / update / automate (PowerPoint / Excel) client presentation templates.Meet with senior members of client teams to discuss relevant client matters and / or issues.Review invoices and track team revenue and profitability.Take accountability and ownership of work.Skills and experience that will lead to successWe’re looking for collaborators, critical thinkers, problem solvers, excellent teammates, effective communicators, relationship builders and future leaders. We strive to recruit a diverse group of hardworking individuals who offer varying experiences, backgrounds and strengths to ensure we can continue to offer the most innovative solutions.Required Experience : Excellent technical and analytical skills.Outstanding accuracy and attention to detail.Basic knowledge of capital markets and investments and / or keen interest in developing knowledge of capital markets and investments.Proficiency with specific software packages (e.g. Microsoft Office).Bachelor’s degree in a business related major.Demonstrates excellent writing and communication skills.Education : Bachelor’s degree in finance, accounting, economics, or math preferred, but open to all majors.Qualifications : Seniors graduating between Spring 2024 – Spring 2025 with a minimum cumulative GPA of 3.0.Pleasenote : Immigration sponsorship is not available for this role.Development PlanningParticipate in a comprehensive development plan that includes deeply understanding Aon’s business areas, ethical standards, professional environment, networking opportunities, learning internal systems, and honing interpersonal and team-building skills through collaboration events and colleague networking opportunities.Pay Transparency LawThe salary range for this position is $66,000 - $69,500 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.How we support our colleaguesIn addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work / life balance, ensuring you can be your best self at Aon. Furthermore, 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, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.#J-18808-Ljbffr

Salary : $66,000 - $69,500