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Senior Institutional Investment Consultant

2 months ago


Boston, Massachusetts, United States Aon Full time
About the Role

Aon is seeking a highly skilled Senior Institutional Investment Consultant to join our team. As a key member of our Investment Consulting team, you will be responsible for providing expert advice and guidance to our clients on investment strategies and solutions.

Key Responsibilities
  • Lead client deliverables and interface with other teams in U.S. Investment Consulting
  • Identify and develop opportunities on client accounts, increasing the scope of existing projects and relationships
  • Act as senior support on U.S. Investment Consulting's largest clients, taking partial ownership for the relationships
  • Transition into lead consultant role on most clients, leading increasingly complex client relationships and providing proactive and creative support
  • Manage and deliver loosely defined and complex practice/research area work and client projects
  • Efficiently manage internal resources for effective handling of multiple client projects
  • Support new business activities and demonstrate clear understanding and ability to articulate value proposition of all U.S. Investment Consulting services
  • Function collaboratively across Aon solution lines and various regional leadership teams
  • Lead/manages/mentors junior colleagues in the firm
Requirements
  • 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
About Aon

Aon is a global professional services firm that provides a range of services including risk management, insurance, and investment consulting. We are committed to creating a diverse and inclusive workplace where all colleagues feel empowered to be their authentic selves.

We offer a comprehensive benefits package, including a 401(k) savings plan, employee stock purchase plan, medical, dental and vision insurance, paid time off, and more. We also provide opportunities for professional development and growth, as well as a collaborative and dynamic work environment.

Aon is an equal opportunity employer and welcomes applications from all qualified candidates. We are committed to diversity and inclusion and are proud to be an equal opportunity workplace.