Institutional Investment Consultant-Norwalk, CT

  • Aon
  • Norwalk, CT, United States
  • 04 Jan, 2018
Experienced Hires Asset Management Investment Consulting

Job Description

Responsibilities

Aon is looking for an Investment Consultant 1

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Investment Consulting business group in Norwalk, CT.

IC Consultant 1 is the entry role in the IC Consultant level within U.S. Investment Consulting. This role portrait specifically refers to the IC Consultant 1 position within U.S. Investment Consulting’s Client Service Team. The Client Service Team provides both advisory and OCIO investment consulting services to a wide variety of institutional investors.

Detailed Responsibilities

    • The IC Consultant 1 uses technical, analytical, and communication skills to support senior members of client teams in the execution and production of all client deliverables
    • Produces/oversees the production of performance reports, investment manager searches, custodian searches, asset allocation studies, program reviews, setting of policy guidelines and objectives, and other ad hoc project-related documents
    • Works independently, has good problem solving skills, and leads projects with minimal lead consultant guidance
    • Exhibits a keen attention to detail and ensures accurate and high-quality deliverables
    • Manages multiple/concurrent projects and deadlines
    • Reviews and finalizes work submitted by junior colleagues
    • Demonstrates ability to own a client’s day to day deliverables
    • Mentors junior colleagues

Experience

    • 2 – 5 years in an institutional consulting or asset management firm.

Role-specific Technical Skills and Knowledge

    • Strong technical and analytical skills
    • Accuracy and attention to detail
    • Solid understanding of finance theory and investments
    • Advanced writing and communication skills

Education & Certification

    • 4 year college degree in relevant area (e.g., business, finance, economics)
    • Encouraged to be working toward relevant advanced degree and/or CFA and/or CAIA credential(s))

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.

Qualifications

Aon is looking for an Investment Consultant 1

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Investment Consulting business group in Norwalk, CT.

IC Consultant 1 is the entry role in the IC Consultant level within U.S. Investment Consulting. This role portrait specifically refers to the IC Consultant 1 position within U.S. Investment Consulting’s Client Service Team. The Client Service Team provides both advisory and OCIO investment consulting services to a wide variety of institutional investors.

Detailed Responsibilities

    • The IC Consultant 1 uses technical, analytical, and communication skills to support senior members of client teams in the execution and production of all client deliverables
    • Produces/oversees the production of performance reports, investment manager searches, custodian searches, asset allocation studies, program reviews, setting of policy guidelines and objectives, and other ad hoc project-related documents
    • Works independently, has good problem solving skills, and leads projects with minimal lead consultant guidance
    • Exhibits a keen attention to detail and ensures accurate and high-quality deliverables
    • Manages multiple/concurrent projects and deadlines
    • Reviews and finalizes work submitted by junior colleagues
    • Demonstrates ability to own a client’s day to day deliverables
    • Mentors junior colleagues

Experience

    • 2 – 5 years in an institutional consulting or asset management firm.

Role-specific Technical Skills and Knowledge

    • Strong technical and analytical skills
    • Accuracy and attention to detail
    • Solid understanding of finance theory and investments
    • Advanced writing and communication skills

Education & Certification

    • 4 year college degree in relevant area (e.g., business, finance, economics)
    • Encouraged to be working toward relevant advanced degree and/or CFA and/or CAIA credential(s))

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.