Portfolio Analyst

Profile

Aon is looking for a Portfolio Analyst The  Portfolio Analyst will provide implementation management for a range of investment fund-of-funds launched by Aon Investments USA, with a focus on alternatives including real estate, hedge funds and closed-end private credit funds, and will assist with potential future launches. In addition, the analyst will be part of the team servicing Aon Wealth Management clients. Responsibilities: Coordinating with multiple groups to launch or restructure fundsAssist with portfolio trading and implementation, with a focus on alternative productsApproving trades with guidance from portfolio managers, producing analytics used to support portfolio decisions, monitoring fund positions, capital calls, and cash management, and managing client and subadvisor flowsPerformance reporting and risk analytics, including updating client, marketing and Board packs, and working closely with Treasury and other teams to produce periodic performance reports Point of contact for daily fund implementation questions Work on model portfolios, manager research solutions, assisting with pitches, reporting and daily deliverables to Aon’s Wealth Management clientsSupport solution development, applying critical thinking and collaborating with multiple teams to launch new solutions Qualifications: Bachelor’s degree in a business related major3 years of experience in financial servicesFamiliarity with alternative assetsSome knowledge of investment product developmentExcellent attention to detailAbility to resolve complex questions by working independently or with multiple internal teamsProactive in delivering on client requests   We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.   Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.  They make a difference, work with the best, own their potential, and value one another.  This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience. About Aon: Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. Aon provides equal employment opportunities (EEO) 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, or domestic partner status.  Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.  Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. 2513699,qualifications:UNAVAILABLE,responsibilities:Aon is looking for a Portfolio Analyst The  Portfolio Analyst will provide implementation management for a range of investment fund-of-funds launched by Aon Investments USA, with a focus on alternatives including real estate, hedge funds and closed-end private credit funds, and will assist with potential future launches. In addition, the analyst will be part of the team servicing Aon Wealth Management clients. Responsibilities: Coordinating with multiple groups to launch or restructure fundsAssist with portfolio trading and implementation, with a focus on alternative productsApproving trades with guidance from portfolio managers, producing analytics used to support portfolio decisions, monitoring fund positions, capital calls, and cash management, and managing client and subadvisor flowsPerformance reporting and risk analytics, including updating client, marketing and Board packs, and working closely with Treasury and other teams to produce periodic performance reports Point of contact for daily fund implementation questions Work on model portfolios, manager research solutions, assisting with pitches, reporting and daily deliverables to Aon’s Wealth Management clientsSupport solution development, applying critical thinking and collaborating with multiple teams to launch new solutions Qualifications: Bachelor’s degree in a business related major3 years of experience in financial servicesFamiliarity with alternative assetsSome knowledge of investment product developmentExcellent attention to detailAbility to resolve complex questions by working independently or with multiple internal teamsProactive in delivering on client requests   We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.   Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.  They make a difference, work with the best, own their potential, and value one another.  This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience. About Aon: Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. Aon provides equal employment opportunities (EEO) 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, or domestic partner status.  Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.  Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.,skills:UNAVAILABLE,workHours:UNAVAILABLE,jobBenefits:UNAVAILABLE,datePosted:2022-07-15T22:53:00 0000,employmentType:FULL_TIME,educationRequirements:UNAVAILABLE,salaryCurrency:USD,baseSalary:{@type:MonetaryAmount,currency:USD,value:{@type:QuantitativeValue,value:0,minValue:0,maxValue:0,unitText:YEAR}},validThrough:2023-07-15T22:54:23.000Z,industry:UNAVAILABLE,hiringOrganization:{@type:Organization,name:Aon Corporation,sameAs:****E Randolph,postalCode:60601,addressCountry:United States}}}

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