Investment Consulting Analyst

Job title:

Investment Consulting Analyst

Company

Aon

Job description

Posting Description:Investment Consulting AnalystAre you looking for a unique opportunity to pursue a career in the institutional investing industry? Then Aon has an opportunity for you! As part of an industry-leading team, the Analyst will help empower results for our institutional clients by delivering innovative and effective solutions with our Investment Consulting Practice within Aon, in our Vancouver office.Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.The salary range for this position is $55,400 – $73,900 The actual salary will vary based on applicant’s education, experience, skills and abilities, as well as internal equity.Aon also offers you a comprehensive benefits package.Aon is in the business of better decisionsAt Aon, we shape decisions for the better to protect and enrich the lives of people around the world.As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.What the day will look likeAs an Analyst in Investment Consulting your day will be divided between individual client performance reporting and portfolio analytics, and Consultant led special projects on a broad array of investment topics.

• Prepare performance monitoring reports for institutional clients
• Prepare presentations on investment topics (e.g. investment manager selection, investment manager structure, asset classes)
• Conduct searches for investment managers
• Review and amend governance documents (e.g. statement of investment policies and procedures)
• Support experienced client teams in all aspects of work servicing clients
• Participate in internal research and seminars regarding investment ideas and current industry issues
• Prepare performance monitoring reports for institutional clients which includes:

• Gathering qualitative and quantitative data from external managers, custodians and other data providers
• Calculate performance statistics
• Create and modify charts and tables
• Draft investment manager performance commentary
• Draft client and third-party communication in collaboration with consultants and peers;
• Work with a variety of investment software tools;
• Peer review work performed by other analysts.

How this opportunity is differentYour role will expose you to the most creative and most promising investment professionals in Canada, while you learn and grow and ensure career success.Our focus is on making valuable contributions to our clients’ investment programs through the development and application of innovative world‐class solutions, backed by our experience and the resources of Aon nationally and globally. As a crucial team member of a small local team, and large national team, you will service existing clients and prospects with specialized institutional investment consulting. Our clients include pension plans, foundations and insurance funds with assets in the billions. Your work will positively impact significant investment pools and broad partner groups.Skills and experience that will lead to successIf this role appeals to you but you don’t meet all the requirements listed below, please do express your interest. Applicants who do not have the industry experience but have the required education and skills will also be considered.

• Candidates with 1-3 years of relevant experience will be considered an asset
• General knowledge of the institutional investment industry, understanding of investment concepts and the financial markets
• Highly motivated, self-starter and team-oriented individual
• Highly organized individual, with strong attention to detail and accuracy
• Ability to multi-task, work under timelines and adapt to changing business needs
• Advanced knowledge of Microsoft Excel (e.g. array and look-up formulas)
• Thorough knowledge of MS Office Suite: Microsoft PowerPoint and Word
• Positive demeanour and a desire to participate in the success of Aon
• Bachelor’s degree or equivalent experience, is required, preferably in Business Administration, Commerce, Mathematics, Actuarial, Finance or Economics
• Commitment to professional development, working towards completion of the Chartered Financial Analyst (CFA) program is recommended.
• Aon supports candidates in the CFA program. We cover program tuition and upon completion of each level, a salary increase, and a bonus are provided.

How we support our colleaguesIn 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 recognise 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 .#LI-LK1

Expected salary

$55400 – 73900 per year

Location

Regina, SK

Job date

Sat, 27 Jul 2024 23:03:59 GMT

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