Senior Associate - Investment Consulting

Are you a professional in the institutional investment consulting field? Are you looking for your next role with an industry leading team in Canada? Then Aon has the opportunity for you! As a senior associate, you will help empower results for our clients by delivering innovative and effective solutions within Aon, in our Calgary, Alberta office. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. 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, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Demonstrate your research and analytical skills, apply your knowledge to our clients’ long-range investment strategies and build upon your knowledge and expertise in institutional investing; Support expert analysts and consultants in all aspects of work; Research investment issues and topics such as commission recapture programs, securities lending policies and soft dollar arrangements; Prepare presentations on investment topics (e.g. investment fundamentals, manager selection and manager structure); Review and amend governance documents (e.g. statement of investment policies and procedures, and terms of reference); review investment structures of plans, the investment beliefs of the clients and the investment strategies for the institutional clients Conduct searches for investment managers or CAP providers; Write conclusions and recommendations and other sections in investment reports; Prepare performance supervising client reports which includes: Peer reviewing work performed by other analysts; Gathering qualitative and quantitative data from external managers, custodians and other data providers; Calculating performance statistics; Crafting and modifying charts and tables; working with a variety of investments and Excel-based tools Writing commentaries on the performance of managers; drafting emails and letters in collaboration with consultants and peers; Presenting investment topics at internal team meetings; Keeping up to date about current financial events and news; participating in internal seminars regarding current industry issues and technical training; and How this opportunity is different 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 contributing to Aon's 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 customer groups. Together with working alongside our extensive and diverse clientele, you will meet and partner closely with top investment managers from Canada and internationally. Skills and experience that will lead to success 1 year +of experience (may have been gained through co-op or intern programs); Experience in a financial / investment consulting, insurance or pension environment working in an analyst capacity; Motivated, self-starter, customer-service and team-oriented individual; General knowledge of the institutional investment industry, understanding of investment concepts and the financial markets; Business and investment industry foresight; Strong research and analytical skills; Highly organized and results-orientated individual, strong attention to detail and accuracy; Problem-solving skills, ability to make decisions and develop solutions; Superior oral and written communication skills; Mathematical and financial analysis skills, consistent track record using financial spreadsheet and investing programs; Ability to build and establish connections with customers, colleagues and clients; Ability to multi-task, work with time constraints and adaptable to changing business needs; Knowledge of Microsoft Excel (e.g., array and look-up formulas); Detailed knowledge of MS Office Suite: Microsoft PowerPoint and Word; A keen desire to learn; and a positive demeanour combined with a desire to contribute to the success of Aon. Bachelor's degree, or equivalent, preferably in Finance, Economics, Business, Commerce, Actuarial Science, Mathematics, or related field; and Dedication to professional development. Working towards completion of the Chartered Financial Analyst (CFA) program is recommended. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, 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, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! 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, diverse 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, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. 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 ReasonableAccommodations@Aon.com #LI-AM3 #LI-HYBRID 2541192Are you a professional in the institutional investment consulting field? Are you looking for your next role with an industry leading team in Canada? Then Aon has the opportunity for you! As a senior associate, you will help empower results for our clients by delivering innovative and effective solutions within Aon, in our Calgary, Alberta office. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. 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, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Demonstrate your research and analytical skills, apply your knowledge to our clients’ long-range investment strategies and build upon your knowledge and expertise in institutional investing; Support expert analysts and consultants in all aspects of work; Research investment issues and topics such as commission recapture programs, securities lending policies and soft dollar arrangements; Prepare presentations on investment topics (e.g. investment fundamentals, manager selection and manager structure); Review and amend governance documents (e.g. statement of investment policies and procedures, and terms of reference); review investment structures of plans, the investment beliefs of the clients and the investment strategies for the institutional clients Conduct searches for investment managers or CAP providers; Write conclusions and recommendations and other sections in investment reports; Prepare performance supervising client reports which includes: Peer reviewing work performed by other analysts; Gathering qualitative and quantitative data from external managers, custodians and other data providers; Calculating performance statistics; Crafting and modifying charts and tables; working with a variety of investments and Excel-based tools Writing commentaries on the performance of managers; drafting emails and letters in collaboration with consultants and peers; Presenting investment topics at internal team meetings; Keeping up to date about current financial events and news; participating in internal seminars regarding current industry issues and technical training; and How this opportunity is different 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 contributing to Aon's 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 customer groups. Together with working alongside our extensive and diverse clientele, you will meet and partner closely with top investment managers from Canada and internationally. Skills and experience that will lead to success 1 year +of experience (may have been gained through co-op or intern programs); Experience in a financial / investment consulting, insurance or pension environment working in an analyst capacity; Motivated, self-starter, customer-service and team-oriented individual; General knowledge of the institutional investment industry, understanding of investment concepts and the financial markets; Business and investment industry foresight; Strong research and analytical skills; Highly organized and results-orientated individual, strong attention to detail and accuracy; Problem-solving skills, ability to make decisions and develop solutions; Superior oral and written communication skills; Mathematical and financial analysis skills, consistent track record using financial spreadsheet and investing programs; Ability to build and establish connections with customers, colleagues and clients; Ability to multi-task, work with time constraints and adaptable to changing business needs; Knowledge of Microsoft Excel (e.g., array and look-up formulas); Detailed knowledge of MS Office Suite: Microsoft PowerPoint and Word; A keen desire to learn; and a positive demeanour combined with a desire to contribute to the success of Aon. Bachelor's degree, or equivalent, preferably in Finance, Economics, Business, Commerce, Actuarial Science, Mathematics, or related field; and Dedication to professional development. Working towards completion of the Chartered Financial Analyst (CFA) program is recommended. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, 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, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! 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, diverse 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, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. 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 ReasonableAccommodations@Aon.com #LI-AM3 #LI-HYBRID