Investment Associate Consultant

Are you keen to embark on an exciting journey to learn and grow? We are looking for someone to join our Investment sales team to oversee all aspects of a proposal lifecycle from RFPs (Request for Proposal) to presentation/pitch decks to supporting our relationships with Professional Trustees and Selection intermediaries. If you're eager to develop new skills, we want to hear from you!

The investment sales team oversees all aspects of the proposal development lifecycle. We collaborate with portfolio managers, operations teams, client consultants, actuaries, insurance specialists among others to ensure that we showcase the best of Aon to our clients.

We are looking for someone who is passionate about distilling Aon's knowledge and experience into the key points that matter for a client and decision makers.

What the day will look like

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. This role will have a greater emphasis on supporting the professional trustee programme.

This role provides an unparalleled opportunity to:

• Learn about our diverse client base and the latest innovative ideas and solutions
• 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

Over time, this role will provide opportunity for development in many areas across the investment and commercial teams.

How this opportunity is different

You will be actively involved in the sales processes, gaining early exposure to crafting RFPs and presentation/pitch materials. This builds your networks with senior stakeholders gaining first-hand experience through presentation/pitch rehearsals, acquiring valuable tools and techniques for future use. You can then take your leading roles to other areas of the business using the skills which you have developed.

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.

Skills and experience that will lead to success

Working within a busy, focused and collaborative team, your key tasks will include:

• Collaborating with all the investment teams: including lead consultants, portfolio management, risk, legal, ODD, manager research, asset allocation, middle office, reporting to obtain accurate information and compelling case studies for bid documents
• Preparing first drafts of Executive Summaries
• Coordinating content from the bid team for standard RFP responses
• Dedicated organisation of professional trustee programme, to include materials and meetings
• Preparing tailored answers to key questions under the direction of lead advisors/consultants
• Helping to prepare due diligence questionnaires for intermediaries such as Third Party Evaluators (TPEs)
• Articulating the key points for a bid in a clear and concise manner to ensure consistency of messaging and emphasise competitive advantages
• Preparing the first draft of slides for a client pitch
• Coordinating pitch rehearsals and providing feedback to the pitch teams
• Working on ad hoc projects to further our success in sales
• Working towards IMC or CFA qualification or willingness to pursue with study support

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.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, you are more connected, more relevant, and more valued.

We value an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves.