Investment Performance Analyst

Atlanta, Georgia
Not Specified
Jun 10, 2024
Aug 09, 2024
Job Type
Not Specified
Career Level
Not Specified
Job Description

Aon is looking for an Investment Performance Analyst in Atlanta, GA


  • An IC Performance Analyst uses technical, analytical, and communication skills to support consultants and clients in all aspects of data-related work.
  • Takes accountability and ownership of work.
  • Balances financial account statements for clients' investment portfolios.
  • Audits rates of return and reconciles 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.


  • Excellent technical and analytical skills.
  • Outstanding accuracy and attention to detail.
  • Basic knowledge of capital markets and investments and/or keen interest in developing.
  • Proficiency with specific software packages (e.g. Microsoft Office).
  • 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.

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, color, 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

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

The salary range for this position (intended for U.S. applicants) is $55,000 to $63,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

The salary range reflected is based on a primary work location of Atlanta, GA. The actual salary may vary for applicants in a different geographic location.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.


Similar jobs

Similar jobs