Associate Investment Consultant - Bristol, United Kingdom - Aon

Aon
Aon
Verified Company
Bristol, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

The UK Investment Team are looking for an Investment Associate Consultant to join the team across a number of offices (Birmingham, Edinburgh, London, Bristol).


Investment Associate Consultants will be primarily responsible for adding value to Aon's relationship with clients through management, development, and retention of a portfolio of clients.

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

As an Investment Associate Consultant some of your key responsibilities will involve;
Act as the lead consultant for small clients and the main support to a lead consultant on larger clients.
Understand client needs and requirements.
Work with client team to formulate advice and take responsibility for that advice.
Work off own initiative on client specific projects.
Responsible for coordination of client work and timely delivery to the client or lead consultant for review if required.
Provision of routine advice to clients.
Act as day to day contact for all sizes of client.
Prepare meeting materials and can lead client meetings.
Make some contribution to the thought leadership of the business through research and development.
Contribute to the growth of the business through contributing to marketing and new business.
Contribute to the success of the local investment team through helping to drive business performance.

Skills and experience that will lead to success

As an Investment Associate Consultant your skills and qualifications will ideally include;
Experience of the financial services' industry
Proven experience with a major consulting, fund management or banking firm, involved in advising UK occupational pension schemes
Good understanding of applicable regulatory and legislative rules.

Good understanding of all main asset classes, how they interact and the role they can play in meeting client objectives.

Basic awareness of some of the key alternative asset classes and their use within an asset portfolio.
Understanding of the strengths and weakness of various manager structure options.
Good knowledge of active and passive management and the different styles of active managers.
An understanding of how to manage a successful asset transfer.
Good understanding of the provisions contained in Investment Manager Agreements and the rationale behind investment restrictions.
Good understanding of the design and implementation issues for defined contribution schemes including segmentation and communication.
Basic understanding of the asset-liability process.
Excellent communication skills, both verbal and written.
Strong interpersonal skills with the ability to build and maintain working relationships with both internal and external clients.

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 recognise 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.

LI-SS2 #LI-HYBRID #LI-REMOTE
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