Job Title - Analyst - Investment Consulting

Solution Line – Wealth – Investment Consulting CoE

Position type - Full Time

Work Location - Bangalore, Whitefield

Working style – Hybrid (50% Office & Work from Home)

Cab Facility - Yes

Shift Time - 12.30 p.m. to 9.30 p.m.

People Manager role - No

Required education and certifications critical for the role - Graduate or Post-Graduate (full time) specializing in Finance.

Required years of experience – 1-3 years of relevant experience

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 committed to our purpose as one firm, united through trust as one inclusive, diverse team and we are passionate about helping our colleagues and clients succeed.

INFORMATION ABOUT THE BUSINESS

Investment Consulting Team provides public and private companies and other institutions with advice on developing and maintaining investment programs across a broad range of plan types, including defined benefit plans, defined contribution plans, endowments and foundations. Our delegated investment solutions offer ongoing management of investment programs and fiduciary responsibilities either in a partial or full discretionary model for multiple asset owners. We partner with clients to deliver our scale and experience to help them effectively manage their investments, risk, and governance and potentially lower costs.

GENERAL DESCRIPTION OF ROLE:

The successful candidate would be responsible to support the firm’s investment consulting operations in the execution and delivery of investment consulting services to external clients. Primarily responsible for client reporting, client consulting support, Operational Risk support, Delegated operations support, macroeconomic research, etc. depending on the sub team alignment of the colleague.

JOB RESPONSIBILITIES:

General expectations across all sub teams

• Candidate with 1-3 years of experience in financial institutional firms, sell side research houses or economic agencies in macroeconomic research, economic report writing and data collation and/or related areas.

• Ability to become Subject Matter Expert within a specific sub team in 12 months and can independently work on highly complex deliverables with timelines and high accuracy.

• The individual will be required to produce reports in a time-bound manner and assist with coordination and completion of client reporting, research tasks, data collection and analytical work including client presentations for a variety of regional offices around the globe.

• Candidates with experience in using third party market databases such as FactSet and Bloomberg would be preferred, but not mandatory.

High level summary of each sub team within ICSS are below. Seek further information from Interviewers as necessary:

• Global Client Reporting (Performance Reporting)

  • Analyze and report performance of clients on quarterly basis enabling them to monitor and understand their portfolio performance and drive better investment outcomes. Client Reporting deliverables include Quarterly Investment Reports (USA, UK, IRE, SG, NZ), Monthly Flash / Valuation Reports, Benefit Payments, AHIM Monthly Returns, CDI Asset Updates, etc.

• Global Client Reporting (Client Extension Team)

  • Supporting various Consulting tasks that releases capacity of Aon’s Consultants to service their clients better and drive revenue. Consulting deliverables include Quarterly Monitoring Reports, Scheme Return Calculation, RI EPIS, Reports & Accounts, Client Billing related activities, Asset Updates, etc.

• Operational Risk Solutions & Analytics (ORSA)

  • Specialist practice focused on identifying and reducing business and operational risks within the operating environments of investment and financial market participants. Operational Risk related deliverables include ODD Reviews, Financial Statement Analysis, Controls Report Review, Regulatory Checks, DDQ Deliverables, etc.

• Strategic Client Delivery Operations (SCD Ops):

  • Production and Delivery of market leading global standard client solutions (SCD) Solutions using PowerBI. Key solutions supported include RI-360i Dashboard, IM 360i Dashboard, TDF 360i Dashboard, ST 360i Dashboard,etc.

• Delegated Consulting Services / OCIO (DCS)

  • Supporting various deliverables of number of teams within the Delegated Consulting business Key operational activities include Monthly Factsheets, Monthly Returns Analysis (Adept Funds/ Non-HF), OCIO Sales Support, DCS Performance Database, US Trade Reconciliation, US GIPS Related Support, etc.

• Investment Strategy and Economics (IS&E)

  • Research and Production of comprehensive capital market background reports covering all major asset classes. Capital Market Research reports include Week/Month/Quarter Market Reports, Asia Pacific Medium Term Views, Thematic Signals, CPR support, etc.

SKILLS/COMPETENCIES REQUIRED:

• Good academic background and understanding of capital markets and major asset classes/ financial instruments.

• Report writing skills on financial asset classes, especially covering the investment industry.

• Understanding various financial asset classes and their risk return profiles.

• Knowledge of MS Office product suites.

• Ability to manage multiple priorities and work in a rapidly dynamic environment.

• Familiarity of using the Power BI tool would be preferred.

SKILLS/COMPETENCIES REQUIRED:

• Proficiency with Microsoft Excel application, including familiarity with formulas, the ability to create graphs, tables, pivot tables.

• Proficiency with Microsoft PowerPoint application, ability to prepare client presentations as necessary.

• Proficiency with Microsoft Word application, ability to prepare & format client ready reports.

• Communicate professionally with colleagues around the world to understand and support various client deliverables.

• Liaise with investment managers and collect information on their offerings.

• Demonstrate initiative in completing projects.

• Ability to deliver high quality work within tight deadlines.

• Ability to work independently and within a team environment on a variety of projects, receive instructions from several people, and meet project deadlines.

• Accuracy and attention to detail.

• Self-motivated and goal oriented

• Adhere to all Aon policies.

• Ability to manage multiple priorities and work in a rapidly dynamic environment.

• Familiarity of using the Power BI tool would be an added advantage.

HOW WE SUPPORT OUR COLLEAGUES

In addition to our comprehensive benefits package, we are proud to be an equal opportunity workforce. At Aon, we believe a diverse workforce is an innovative workforce. Our agile, inclusive environment allows colleagues to manage their wellbeing and work/life balance while empowering you to be your authentic self. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging them to take time to focus on themselves. We offer a variety of workstyle options through our Smart Working model, but we also recognize that flexibility goes beyond just the place of work... and we are all for it! Most of the colleagues have been provided with the flexibility to work from home for 50% in a week.

Our continuous learning culture inspires and equips colleagues to learn, share and grow, helping them achieve their fullest potential. As a result, Aon colleagues are more connected, more relevant and more valued.

Aon believes in upskilling its employees by sponsoring multiple professional courses such as CFA, CIPM, FRM, IMC, SCR, CFA Institute Certificate in ESG Investing. Analyst II colleagues (Aon GCF C20) can be promoted to Consultant I (Aon GCF P20) upon consistent good performance for a minimum period of 18 months. The promotion is determined on the basis of merit and business need.

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