Associate, Investment Consulting

Aon
Vancouver
Workplace: HybridFull time64,000 - 83,895Function: Consulting & AdvisoryExperience: 2+ yearsEducation: bachelorsSkills: ["Customer-service","Team-oriented","Attention to detail","Problem-solving","Communication"]

Support institutional investment consulting by preparing client performance monitoring reports, building investment-topic presentations, and conducting research on investment managers. Review and update governance documents such as statements of investment policies and procedures, and help service defined benefit and defined contribution pension clients. Work on consultant-led special projects across investment topics while collaborating with experienced teams and exposure to investment professionals, research, and seminars in Canada.

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FursaFursa
Aon
Aon
1 day ago

Associate, Investment Consulting

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Last checked: 16 hours agoStatus: Live

Job Summary

Support institutional investment consulting by preparing client performance monitoring reports, building investment-topic presentations, and conducting research on investment managers. Review and update governance documents such as statements of investment policies and procedures, and help service defined benefit and defined contribution pension clients. Work on consultant-led special projects across investment topics while collaborating with experienced teams and exposure to investment professionals, research, and seminars in Canada.
Location: Vancouver
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Prepare performance monitoring reports for institutional clients.
  • •Create presentations on investment topics such as investment manager selection, structure, and asset classes.
  • •Conduct searches for investment managers and support portfolio analytics.
  • •Review and amend governance documents including statements of investment policies and procedures.
  • •Support experienced client teams with servicing tasks and participate in internal research and seminars.

Pay and Benefits

Salary: 64,000 - 83,895
Perks:Tuition CoverageAnnual Bonus

Key Requirements

  • •2+ years of experience in financial/investment consulting, insurance, economics, or capital markets in an analyst capacity.
  • •Bachelor’s degree (or equivalent experience), preferably in Finance, Economics, Actuarial Science, Mathematics, or a related field.
  • •Working towards completion of or interest in completing the Chartered Financial Analyst (CFA) program is recommended.
  • •Highly motivated, customer-service and team-oriented, with strong attention to detail and accuracy.
  • •Strong communication, problem-solving, and ability to multi-task and meet tight deadlines; must have thorough knowledge of MS Office Suite and advanced Excel.
Experience:2+ yearsFinancial/investment consultingCapital marketsPensionsInsurance
Education:Bachelor's in Finance, Economics, Actuarial Science, Mathematics (or related field)
Skills:Customer-serviceTeam-orientedAttention to detailProblem-solvingCommunication
Certifications:Chartered Financial Analyst (CFA)
Tech Stack:MS Office SuiteMicrosoft Excel

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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