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Investment Consulting Analyst


This is a Full-time position in Fort Saskatchewan, AB posted June 11, 2021.

Aon Is Looking For an Analyst for our Investment Consulting Practice 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 within Aon, in our Toronto, Ontario office.

As an Investment Analyst, you will report directly to the team lead and you will provide support to the local Investment Consulting team in the servicing of existing clients and prospects specialized in institutional investment consulting.

Our focus is on adding value to our clients’ investment programs through development and application of innovative world ‐ class solutions, backed by our experience and the resources of Aon nationally and globally.

Your work will positively impact significant investment pools and broad stakeholder groups.

In addition to working with our extensive and diverse clientele, you will meet and liaise with top investment managers from Canada and around the globe.

Your Impact As An Investment Analyst Job Responsibilities: 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 emails and letters in collaboration with consultants and peers; Work with a variety of investment excel-based tools; Peer review work performed by other analysts.

Prepare presentations on investment topics (e.g.

investment manager selection, investment manager structure) Conduct searches for investment managers or CAP providers Review and amend governance documents (e.g.

statement of investment policies and procedures) Support experienced analysts and consultants in all aspects of work servicing clients and prospects Keep up to date about current financial events and news Participate in internal seminars regarding current industry issues and technical training You Bring Knowledge and Expertise Required Experience: Minimum of 1-3 years of relevant experience (may have been gained through co-op or intern programs) General knowledge of the institutional investment industry, understanding of investment concepts and the financial markets Must be highly motivated, self-starter and team-oriented individual Highly organized and results-oriented individual, strong attention to detail and accuracy Superior oral and written communication skills Ability to establish and develop relationships with stakeholders, colleagues and clients Ability to multi-task, work under tight deadlines 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 Must have a positive attitude combined with a desire to contribute to the success of Aon Education: Bachelor’s degree is required, preferably in Business, Finance or Economics Commitment to professional development.

Working towards completion of the Chartered Financial Analyst (CFA) program is recommended.

We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

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 the leading global provider of risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services.

Our more than 72,000 colleagues worldwide empower results for clients in over 120 countries with innovative and effective risk and people solutions and through industry-leading global resources and technical expertise.

To learn more visit .

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 is committed to a diverse workforce as an Employment Equity employer (Women, People with Disabilities, Aboriginal Peoples, and Visible Minorities).

DISCLAIMER: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.