Early Careers: Investment Consulting Performance Specialist - Aon Corporation

Aon is looking for an Investment Performance Analyst! 

As an Investment Performance Analyst, you will use technical, analytical, and communication skills to support consultants and clients in all aspects of data-related work. This is a hybrid role with the flexibility to work both from home and your aligned office (Chicago or Atlanta).  

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Your impact as an Investment Performance Analyst

Job Responsibilities: 

• Balances financial account statements for clients’ investment portfolios.
• Audits rates of return and reconciles 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.
• 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.

Skills and experience that will lead to success

We’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: 

• 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).
• Demonstrates excellent writing and communication skills. 
• Excellent technical and analytical skills.
• Outstanding accuracy and attention to detail.

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. 

Please note: Immigration sponsorship is not available for this role. 

Development Planning 

Participate 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 Law

The salary range for this position $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 colleagues

In 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!

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, diverse 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 ReasonableAccommodations@Aon.com 

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.

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

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, 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, and an employee assistance program that includes free counseling sessions.  Eligibility for benefits is governed by the applicable plan documents and policies.

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