Sr. Performance Analyst

Aon
United States
Workplace: HybridFull timeUSD 90,000 - 110,000 annuallyFunction: Capital Markets, Trading & QuantEducation: bachelorsSkills: ["Collaboration","Detail-oriented","Problem-solving","Communication","Customer service"]

Calculate, verify, and reconcile client investment performance using custodial data feeds and statements, then build complex client reporting structures. Serve as a subject-matter expert on performance calculations and concepts, troubleshoot reporting issues in partnership with client service teams, and provide specialized insights to internal stakeholders. Partner with investment operations to ensure accurate data and help investment consultants and client analysts interpret portfolio characteristics across multiple investment types.

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FursaFursa
Aon
Aon
2 days ago

Sr. Performance Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Calculate, verify, and reconcile client investment performance using custodial data feeds and statements, then build complex client reporting structures. Serve as a subject-matter expert on performance calculations and concepts, troubleshoot reporting issues in partnership with client service teams, and provide specialized insights to internal stakeholders. Partner with investment operations to ensure accurate data and help investment consultants and client analysts interpret portfolio characteristics across multiple investment types.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Review reports and projects assigned to Performance Analysts; act as a resource to new and junior analysts.
  • •Calculate, verify, and reconcile performance returns using custodial data feeds and statements.
  • •Create and execute complex client reporting structures and collect portfolio characteristics from outside sources.
  • •Troubleshoot and provide solutions with the client service team, including Consulting Analysts and Consultants.
  • •Support investment consultants and assist with ad-hoc projects while partnering with Investment Operations for accurate client data.
Travel: Low travel

Pay and Benefits

Salary: USD 90,000 - 110,000 annually
Perks:Paid Leave401kParental LeaveCell PhoneLearning Budget

Key Requirements

  • •Bachelor’s degree required with a preferred concentration in Finance or Economics.
  • •3–5 years of investment consulting or financial industry experience preferred.
  • •CIPM or CFA achieved or in-progress preferred.
  • •Intermediate knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments.
  • •Proficiency in Microsoft Suite with intermediate Excel knowledge; prior CRM and custodial portal experience is a plus.
Experience:Investment consultingFinancial servicesCapital markets
Education:Bachelor's in Finance or Economics
Skills:CollaborationDetail-orientedProblem-solvingCommunicationCustomer service
Certifications:CIPMCFA
Tech Stack:Microsoft SuiteExcelCRMAdvent Black DiamondAdobeCanoePARisCustodial portals

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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