Senior Investment Analyst

Aon Hewitt; Dublin; Hybrid; EUR 55,000 - 75,000; Full time

Job summary

A leading company in the financial services sector seeks a Senior Investment Analyst to join their Investment team in Dublin. With a focus on delivering high-quality advice and servicing for clients, the role encompasses extensive involvement in investment strategy, performance analysis, and client relationship management. This hybrid position offers professional development opportunities and is suited for proactive candidates with a strong academic background and analytical acumen.

Benefits

Comprehensive benefits package

Two Global Wellbeing Days annually

Agile work environment

Support for continuous learning

Qualifications

• Educated to degree level in relevant field.
• Working towards professional qualification (CFA actuarial desirable).
• Strong academic background with an interest in investments.

Responsibilities

• Support investment consultants in all aspects of consultancy.
• Create client investment performance reports and supporting materials.
• Conduct fund performance and manager research analysis.

Skills

Client Service

Analytical Skills

Problem-Solving Skills

Communication Skills

Numerical Skills

Team Player

Education

Degree in Actuarial or Financial Mathematics, Statistics

CFA or Actuarial certification (desirable)

Tools

MS Excel

MS PowerPoint

Job description

Senior Investment Analyst

We are excited to offer you a unique opportunity to join our growing Investment team within our Human Capital business.

As a Senior Investment Analyst, you will be a key member of our dedicated team, playing a vital role in meeting the expectations of our clients through the delivery of high-quality servicing and investment advice.

This is a hybrid role with the flexibility to work both virtually and from our Cork or Dublin offices.

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.

About Aon Investment Practice

The Investment Practice specializes in providing investment advice to a wide range of clients on investment strategy, asset allocation, investment manager selection and monitoring. As our client base in Ireland continues to grow, we are excited to offer you a unique opportunity to join our team.

From a base in either Cork or Dublin, you will have exposure to a wide range of investment services covering our diverse and growing client portfolio.

What the day will look like:

• You will join the investment consulting team and will provide support to investment consultants in all aspects of investment consultancy.
• Primary responsibilities include:
• Working as part of a team, creating and enhancing regular client investment performance reports and supporting materials on a timely basis
• Be involved with modelling and design of specific investment strategies for clients
• Under-take fund performance and manager research analysis for the team
• Efficiently lead deliverables and exhibit the ability to work independently for routine client projects
• Coordinate project work and timely delivery of advice to the client or lead investment consultant for review, including preparation of materials for client meetings.

How this opportunity is different

We look to offer as much experience as you can handle, and with the appropriate support, you will provide support to Investment Consultants in all aspects of Investment consultancy and look to build client relationships.

You will gain exposure to a wide range of investment services covering our diverse and growing client portfolio. Initially, supporting the senior members of our investment team in all aspects of investment consultancy, you will be expected to progress rapidly and take responsibility for your own clients.

Skills and experience that will lead to success

Enthused by superior client service, the ideal individual possesses the following:

• Educated to degree level in Actuarial or Financial Mathematics, Statistics, or equivalent certification
• Gained or working towards a professional qualification (CFA or Actuarial desirable)
• An exceptional academic background with a keen interest in investments and financial markets
• Advanced numerical and problem-solving skills
• Advanced analytical, communication and written skills
• Highly proficient with software packages (MS Excel and MS PowerPoint) would be beneficial
• Relevant financial services experience preferably with a major consulting, asset management or banking firm would be a distinct advantage
• A proactive, self-starter with the ability to handle own workload and work well in a fast-paced environment
• A team player – enjoys contributing, innovation and is comfortable working at all levels
• A strong work ethic and sense of ownership.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.

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 and inclusive 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, colour, 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 [e-mail]

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