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    Junior Investment Specialist - London, United Kingdom - Aon Hewitt

    Aon Hewitt
    Aon Hewitt London, United Kingdom

    6 days ago

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    Description
    Investment Sales Analyst

    We are looking for someone to join our Investment Pursuit sales team to oversee all aspects of a proposal lifecycle from RFPs (Request for Proposal) to presentation/pitch decks to presentation coaching for Aon's UK investment department.

    The investment sales team oversee all aspects of the proposal development lifecycle.

    As an organisation, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

    The role will encompass all sales channels within the investment department, including advisory and fiduciary services, as well as providing assistance in emerging areas such as insurance and responsible investment.

    Collaborate with some of the most senior members of the investment, retirement and commercial teams, especially for larger or collaborative bids
    Learn about our specialist functions such as delegated operations, manager selection, risk settlement etc
    Learn about our client-focused investment sales process and develop persuasive writing skills
    Provide guidance to junior members of the investment pursuit and bid teams
    Over time, this role will provide opportunity for development in many areas across the investment and commercial teams.

    Our Investment Pursuit Consultants are actively involved in the sales processes, gaining early exposure to crafting RFPs and presentation/pitch materials.

    They build networks with senior stakeholders gaining first-hand experience through presentation/pitch rehearsals, acquiring valuable tools and techniques for future use.

    We have a robust and healthy sales pipeline and are seeking an individual to oversee investment sales projects, manage stakeholders, draft content and produce charts and tables following data analysis.

    IMC or CFA qualification or willingness to pursue with study support
    Collaborating with all the teams within the investment department (including lead consultants, portfolio management, risk, legal, ODD, manager research, asset allocation, middle office, reporting etc) to obtain accurate information and compelling case studies for bid documents
    Coordinating content from the bid team for standard RFP responses
    Helping to prepare due diligence questionnaires for intermediaries such as Third Party Evaluators (TPEs)
    Working on ad hoc projects to further our success in sales
    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.

    Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential.

    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
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