Performance Analyst

Aon
United States
Workplace: HybridFull timeUSD 65,000 - 90,000 annuallyFunction: Finance & AccountingEducation: bachelorsSkills: ["Collaboration","Follow-up","Email communication","Detail-oriented","Customer service","Problem-solving","Adaptability","Rapport building"]

Calculate, verify, and reconcile investment performance returns using custodial data feeds and statements. Troubleshoot issues with money managers and custodians, build and execute client reporting structures, and collect portfolio characteristics from external sources. Partner with Investment Operations to ensure accurate client data and respond to client requests efficiently. Support Investment Consultants while working in a hybrid environment with occasional travel for training or business events.

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FursaFursa
Aon
Aon
2 days ago

Performance Analyst

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

Job Summary

Calculate, verify, and reconcile investment performance returns using custodial data feeds and statements. Troubleshoot issues with money managers and custodians, build and execute client reporting structures, and collect portfolio characteristics from external sources. Partner with Investment Operations to ensure accurate client data and respond to client requests efficiently. Support Investment Consultants while working in a hybrid environment with occasional travel for training or business events.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Calculate, verify, and reconcile performance returns using custodial data feeds and statements.
  • •Troubleshoot and provide solutions in collaboration with money managers and custodians.
  • •Create and proactively execute client reporting structures.
  • •Collect portfolio characteristics for a variety of investments from outside sources.
  • •Partner with Investment Operations and respond to client requests in a timely, efficient manner.
Travel: Low travel

Pay and Benefits

Salary: USD 65,000 - 90,000 annually
Perks:Paid LeaveParental Leave401k

Key Requirements

  • •Bachelor’s degree required in Finance or Economics (preferred).
  • •CIPM or CFA candidates are a plus; internship experience or up to three years in investment consulting/financial industry is preferred.
  • •Proficiency in Microsoft Suite with intermediate Excel knowledge.
  • •Fundamental knowledge of capital markets, including domestic/foreign equity, fixed income, and alternative investments.
  • •Previous experience with CRM and systems such as Advent Black Diamond, PARis, Canoe, and custodial portals is a plus.
Experience:Investment consultingFinancial servicesCapital markets
Education:Bachelor's in Finance or Economics
Skills:CollaborationFollow-upEmail communicationDetail-orientedCustomer serviceProblem-solvingAdaptabilityRapport building
Certifications:CIPMCFA
Languages:English
Tech Stack:Microsoft SuiteExcelCRMAdvent Black DiamondAdobePARisCanoeCustodial portal

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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