Senior Investment Consultant
Listed on 2025-12-25
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Finance & Banking
Financial Consultant, Financial Analyst -
Business
Financial Analyst
Aon is looking for a Senior Investment Consultant
Locations: Atlanta, GA;
Bannockburn, IL;
Chicago, IL;
Norwalk, CT
- 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
- Demonstrates a keen understanding of the client’s circumstances
- 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
- Experience or heavy interest in Public and/or Taft/Hartley plans is a plus.
- 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
- Bachelor’s degree in a relevant area (e.g., business, finance, economics)
- Encouraged to be working toward advanced degree and/or CFA and/or CAIA credential(s)
- 6+ years of work experience within the Investment space
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 colleagues enjoy two “Global Wellbeing Days” each year and a variety of working style solutions.
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. At Aon, you are more connected, more relevant, and more valued.
EEO & AccommodationsAon is a proud equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email Rea
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The salary range for this position intended for U.S. applicants is $106,000 to $163,000 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. This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary.
The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.
For positions in San Francisco and Los Angeles, we will consider qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
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