Investment Consulting Performance Analyst

Aon
Atlanta, Chicago
Workplace: HybridFull timeUSD 68,000 - 78,000 annuallyFunction: Consulting & Advisory0Education: bachelorsSkills: ["Analytical skills","Accuracy","Attention to detail","Writing","Communication"]

Support consultants and clients with investment performance and data work. Balance and audit client portfolio performance, reconcile rates of return against custodian and manager figures, and consolidate information from multiple sources to produce quarterly performance reports. Update dashboards using cash-flow inputs, manage client and consultant ad hoc requests, and prepare written interpretations and discussion guides for senior client meetings.

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FursaFursa
Aon
Aon
1 day ago

Investment Consulting Performance Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Support consultants and clients with investment performance and data work. Balance and audit client portfolio performance, reconcile rates of return against custodian and manager figures, and consolidate information from multiple sources to produce quarterly performance reports. Update dashboards using cash-flow inputs, manage client and consultant ad hoc requests, and prepare written interpretations and discussion guides for senior client meetings.
Location: Atlanta, Chicago
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Entry level

Key Responsibilities

  • •Support consultants and clients with data-related investment consulting work, taking ownership of assigned responsibilities.
  • •Balance financial account statements and audit rates of return, reconciling discrepancies between performance system and custodian/investment manager calculations.
  • •Finalize financial information from multiple sources to prepare quarterly investment performance reports.
  • •Gather manager research documents for client portfolios and update Risk Analyzer with cash flows to produce defined benefit client dashboards.
  • •Respond to ad hoc client/consultant requests and compose written interpretations and discussion guides for client meetings.

Pay and Benefits

Salary: USD 68,000 - 78,000 annually
Equity and Bonus:Equity
Perks:401kHealth InsuranceDentalVisionPaid LeaveLife InsuranceTuition AssistanceCommuter BenefitsHsa

Key Requirements

  • •Excellent technical and analytical skills with outstanding accuracy and attention to detail.
  • •Basic knowledge of capital markets and investments or a strong interest in developing in the investment space.
  • •Proficiency with software packages such as Microsoft Office.
  • •Bachelor’s degree, with majors such as accounting, business administration, economics, finance, mathematics, or statistics generally preferred.
  • •Demonstrated excellent writing and communication skills; 0-1+ years of investment space experience.
Experience:0Capital marketsInvestments
Education:Bachelor's in accounting, business administration, economics, finance, mathematics, statistics
Skills:Analytical skillsAccuracyAttention to detailWritingCommunication
Languages:English
Tech Stack:Microsoft OfficeRisk Analyzer

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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