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Senior Institutional Investment Consultant
5 months ago
(Remote, open to anywhere in the U.S.)
Responsibilities:
Expected to serve largely on public plan client and/or non-profit client teams (experience with either type of client is beneficial) Leads all aspects of client deliverables, interfacing with other teams in U.S. Investment Consulting Identifies and develops opportunities on client accounts, increasing the scope of existing projects and relationships Acts as senior support on U.S. Investment Consulting's largest clients; taking partial ownership for the relationships Is increasingly transitioning into lead consultant role on most clients Leads increasingly complex client relationships, providing proactive and creative support to clients. Applies good judgment and appropriate follow-through with firm employees, investment managers, trustees, and clients. Demonstrates initiative & ownership of client & research-related work. Manages and delivers loosely defined and complex practice/research area work and client projects Efficiently manages internal resources for effective handling of multiple client projects Viewed as subject area expert and/or adds to U.S. Investment Consulting thought leadership in public and/or non-profit arena Supports new business activities Demonstrates clear understanding and ability to articulate value proposition of all U.S. Investment Consulting services Functions collaboratively across Aon solution lines and various regional leadership teams Leads/manages/mentors junior colleagues in the firm Leads ad hoc projects for U.S. Investment Consulting senior / local leadership
Qualifications:
Excellent technical and analytical skills Accuracy and attention to detail 6+ years of experience in the Investment space, preferably with Institutional clients Expert level understanding of finance theory and investments Advanced writing and communication skills Clear and proven client relationship management skills Bachelor's degree in relevant area (e.g., business, finance, economics) Advanced degree and/or CFA and/or CAIA credential(s)) highly desired
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities 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, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
The salary range for this position (intended for U.S. applicants) is $102,000 to $230,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.
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