Investment Consulting Operations Associate
Aon
Chicago, IL0–2 yrs1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- OperationsAuditingExcelAccountingStakeholder management
- Work
- On-site in Chicago
- Pay
- Not stated by the employer.
- Listed
- Nov 12, 2026 · still open
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About the Role
Aon is seeking an Investment Consulting Operations Associate.
Key Responsibilities
- Gather financial information from external sources and compile and calculate the appropriate data needed to support fund operations.
- Maintain and reconcile financial data and support schedules to help ensure the funds are operating within established guidelines.
- Compile data and respond to inquiries from third parties for compliance filings with regulatory bodies, auditors, and investors.
- Provide ad-hoc reporting on the underlying investments to support fund expenses, fees, and other operational activities.
- Interact with portfolio managers, investment managers, fund administrators, and custodians to communicate status and clearly raise issues.
- Drive enhancements and innovations to existing processes and implement new processes for new funds and responsibilities.
Requirements & Tech Stack
- Highly proficient skills in MS Excel.
- An interest in the financial services industry.
- The ability to learn new specialty applications and portals.
Qualifications
- Bachelor’s degree in a Business-related field.
- 0-2+ years of accounting or finance experience.
- Outstanding attention to detail for compiling complex financial information.
- Excellent communication skills to interact with various stakeholders.