Investment Consulting Performance Analyst
Aon
Norwalk, CTFresher56m agovia LinkedIn
About the Role
An Investment Consulting Performance Analyst uses technical, analytical, and communication skills to support consultants and clients in all aspects of data-related work.
Key Responsibilities
- Takes accountability and ownership of work.
- Balances financial account statements for clients’ investment portfolios.
- Audits rates of return and reconcile discrepancies of returns calculated by our performance system versus those calculated by custodians and/or investment managers.
- Finalizes financial information from multiple sources to prepare quarterly investment performance reports.
- Gathers manager research documents pertinent to clients’ portfolios, bringing them to the attention of senior client team members.
- Updates Risk Analyzer with cash flows to produce defined benefit client dashboards.
- Responds to ad hoc requests from clients and/or consultants.
- Composes written interpretations of investment portfolio results and prepares discussion guides for client meetings.
- Meets with senior members of client teams to discuss relevant client matters and/or issues.
Requirements & Tech Stack
- Proficiency with specific software packages (e.g. Microsoft Office).
Qualifications
- Excellent technical and analytical skills.
- Outstanding accuracy and attention to detail.
- Basic knowledge of capital markets and investments and/or keen interest in developing.
- Bachelor’s degree (majors such as accounting, business administration, economics, finance, mathematics, and statistics are generally preferred).
- Demonstrates excellent writing and communication skills.
- 0-1+ years of experience in the Investment space.