Investment Analyst

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Aon is looking for an Investment Performance Analyst in Atlanta Minimum Requirements: Strong technical and analytical skillsAccuracy & attention to detailBasic knowledge of capital markets and investments and/or keen interest in developing knowledge of capital markets and investmentsProficiency with specific software packages (e.g. Microsoft Office)4 year college degree in relevant area (e.g., business, finance, economics)Demonstrates basic writing and communication skills Additional Details: An IC Performance Analyst uses technical, analytical, and communication skills to support consultants and clients in all aspects of data-related workTakes accountability and ownership of workBalances financial account statements for clients’ investment portfoliosAudits rates of return and reconciles discrepancies of returns calculated by our performance system versus those calculated by custodians and/or investment managersFinalizes financial information from multiple sources in order to prepare quarterly investment performance reportsGathers manager research documents pertinent to clients’ portfolios, bringing them to the attention of senior client team membersUpdates Risk Analyzer with cash flows in order to produce defined benefit client dashboardsResponds to ad hoc requests from clients and/or consultantsComposes written interpretations of investment portfolio results and prepares discussion guides for client meetingsMeets with senior members of client teams to discuss relevant client matters and/or issuesStrong technical and analytical skillsAccuracy and attention to detailBasic knowledge of capital markets and investments and/or keen interest in developing knowledge of capital markets and investmentsProficiency with specific software packages (e.g., Microsoft Office)Demonstrates basic writing and communication skillsWe offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience. About Aon:Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. By applying for a position with Aon, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Aon's employment policies. Background checks may include some or all of the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position. Aon provides equal employment opportunities (EEO) 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, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer. DISCLAIMER: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. 2469136

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