Institutional Investment Consultant

Aon is looking for an Institutional Investment Consultant

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Investment Consulting Defined Contribution Solutions Team. Aon is seeking to add a Consultant to our team.

Responsibilities include:

• Work with Defined Contribution ("DC") Solutions leadership team within Aon's investment consulting practice
• Assist Solutions, Sales and Client Service Teams in responding to technical client/prospect inquiries, Request For Proposals (RFPs) as well as other fulfillment and Compliance-related requests
• Write new case studies and answers to client/client prospect inquires
• Assist with the profiling and qualification of opportunities for the business development team
• Assist with creating and maintaining marketing and sales collateral

Assessing New Sales Opportunities:

• Pre-screens RFPs for solutions leadership review
• Create deal assessment charts
• Pulls appropriate background data
• Identify key factors necessary to price new deals
• Identify key/strategic questions that the assigned to other to answer and customize
• Reviews each written RFP responses that were drafted by RFP writer
• Helps Solutions Leader to set scope and strategy for new business opportunities

Develop New Processes:

• Ability to develop new internal processes to make sales, solutions, compliance and client service teams work together as efficiently as possible
• Create a road-map that can be used as a resource tool for the practice to educate consultants on what support is provided by which team
• Help to train colleagues on Defined Contribution and investment related topics

Writing:

• Leverage excellent written expression skills to strengthen written client and sales deliverables
• Work with Solutions team on articulating key differentiators and innovative solutions
• Draft case studies
• Review all standard exhibits to determine need for updating
• Develop new business materials such a PowerPoint slides for finals presentations
• Develop internal training materials and/or client ready slides on defined contribution related topics

Duties and Functions include but are not limited to:

The Institutional Investment Consultant position requires a dynamic professional who can:

• Collaborate with internal business partners to create and maintain content across complex topics
• Manage multiple, competing tasks and deliver high-quality, accurate output

• Understand the nature of an engagement and contribute relevant content to a proposal
• Help develop and maintain a variety of materials to support new business development, existing business and other initiatives and responsibilities
• Utilize the firm's internal resources to answer product specific requests for information, requests for proposals, and other inquiries in a timely manner
• Work with sales representatives, solutions and client services teams to complete RFPs, proposals, and ad hoc requests with accurate and compelling content in a deadline-oriented environment
• Adhere to established procedures and look to make recommendations for process improvements while managing multiple project timelines simultaneously

Qualified candidates will have the following skills and experience:

Education:

• A Bachelor's degree, ideally in Business, Marketing Economics, Finance or relevant experience
• Excellent writing and project management experience

Experience:

• 5+ years of Institutional Investment Management experience ideally with DC plans
• Outstanding written and interpersonal skills, self-motivated, attentive to detail and conscientious with regards to output is required
• Direct experience in a sales support function in a wholesaling environment, performance analyst supporting the distribution of institutional investment products, or some other relevant investment management experience is preferred
• Familiarity with the institutional investors or experience with defined contribution would be ideal
• Working knowledge of the terms used by the investment management industry related to benchmarks, returns, investment strategies, and expenses

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 ReasonableAccommodations@Aon.com

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 $109,000 to $145,000 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.

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.

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