Investment Consulting Partner
Stroz Friedberg
Investment Consulting Partner This is a hybrid role with the flexibility to work virtually and from one of our Aon offices in Norwalk, CT; Atlanta, GA; Chicago, IL; or Bannockburn, IL. 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 The Investment Consulting practice provides advisory and OCIO investment consulting services to a wide variety of institutional investors. Leads all aspects of client deliverables, interfacing with other teams in U.S. Investment Consulting Identifies and develops opportunities on client accounts, increasing the scope of existing projects and relationships. Acts as lead consultant on U.S. Investment Consulting's largest clients. Provides proactive and creative support to clients. Applies good judgment and appropriate follow-through with firm employees, investment managers, trustees, and clients. Demonstrates initiative & ownership of client & research-related work. Manages and delivers loosely defined and complex practice/research area work and client projects Efficiently manages internal resources for effective handling of multiple client projects Viewed as subject area expert and/or adds to U.S. Investment Consulting thought leadership on public and/or Taft-Hartley clients Supports and leads marketing activities Demonstrates clear understanding and ability to articulate value proposition of all U.S. Investment Consulting services Functions collaboratively across Aon practice areas and various regional leadership teams Leads/manages/mentors junior colleagues in the firm Leads ad hoc projects for U.S. Investment Consulting Senior Management Team / local leadership Skills and experience that will lead to success Ten plus years of experience in a financial/investment consulting environment, preferably working with institutional clients. Significant experience working with public plans and/or Taft-Hartley investment programs. A strong understanding of investment concepts and the financial markets. Strong analytical skills. Experienced with PCs and the Microsoft suite of business applications (Word, Excel, and PowerPoint). Ability to work well in a fast-paced, high-pressure environment. Team player who can work with a variety of individuals. Ability to work independently on a variety of projects, receive instructions from a number of people and meet project deadlines. Excellent planning and organizational skills. Accuracy and attention to detail. Excellent oral and written communication skills. Clear and proven client relationship management skills. Requires substantial travel to service clients. Education: Bachelor's degree in relevant area (e.g., business, finance, economics) MBA and/or CFA highly desired 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. People with criminal histories are encouraged to apply. 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 For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. 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 $175,000 to $250,000 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. This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. 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. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with Company policy and practices. Various other types of leaves of absence; 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. #LI-LC1 #LI-Executive #LI-HYBRID 2553719
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