Investment Consultant Senior Consultant
This is a hybrid role (3 days in office) with the flexibility to work from an Aon office in Norwalk, CT;
Atlanta, GA;
Chicago, IL; or Bannockburn, IL.
Aon is in the business of better decisions
At 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 team and we are passionate about helping our colleagues and clients succeed.
What the day will look like
Leads all aspects of client deliverables, interfacing with other teams in U.S. Investment Consulting;
Is increasingly transitioning into lead consultant role on most clients.
Identifies/develops opportunities on client accounts, increasing scope of relationships.
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 and research-related work.
Manages/delivers loosely defined and complex practice area work and client projects.
Efficiently manages internal resources for effective handling of multiple client projects.
Area of client focus is public plans and/or Taft-Hartley plans.
Adds to U.S. Investment Consulting thought leadership on public pension funds and/or Taft Hartley funds.
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 other regional leadership teams.
Leads/manages/mentors junior colleagues in the firm.
Leads ad hoc projects for U.S. Investment Consulting senior/local leadership.
Skills and experience that will lead to success
Experience in a financial/investment consulting environment, preferably working with institutional clients.
Experience working with public plans and/or Taft-Hartley investment programs.
Strong technical and analytical skills, understanding of finance theory and investments.
Advanced writing and communication skills.
Clear and proven client relationship management skills.
Education: 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 an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self thermore, 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 for our colleagues as well.
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 and inclusive 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. People with criminal histories are encouraged to apply.
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 Rea
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that…