Investment Consulting Performance Analyst

Aon is looking for an Investment Consulting Performance Analyst (Hybrid in Atlanta, GA or Chicago, IL or Norwalk, CT)

• An Investment Consulting Performance Analyst 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.

• 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.

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self thermore, 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 as well.

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 is proud to be an 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

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The salary range for this position intended for U.S. applicants is…