Aon is looking for a Senior Investment Data Product Lead in Chicago, IL

Job Responsibilities:

• Calculate composite performance for a series of investment portfolios and proprietary funds

• Gather, format, and manipulate data on a daily, quarterly, and annual basis to deliver reporting to clients

• Coordinate and communicate across different teams and systems

• Lead the quarterly and annual audits and data verification processes to confirm compliance with standards and regulations

• Support Sales and RFP Teams to provide composite performance data for prospective clients

• Provide other internal reporting and ad hoc investor requests as required

• Quality assurance of input data for accuracy, completeness, and compliance

• Document and maintain all procedure documents

• Prepare and organize data and reports using Excel and custom composite performance software

  Qualifications:

• Bachelor's degree in accounting, finance, business, economics, mathematics, data science

• 5+ years of experience within financial services with a focus on performance calculation

• CFA or CIPM track is preferred, but not required

• Familiarity with the Global Investment Performance Standards (GIPS) is required

• Excellent ability to communicate and coordinate with internal data providers, sales executives, and auditors, including technical compliance guidelines

• Outstanding analytical, problem solving, data management skills

• Project management skills to build and manage the project schedule for repetitive deliverables and one-time requests

• Proficiency in a team environment requiring strong communication and balancing ongoing work with urgent client requests

• Must be highly functional with the MS Office Suite including Excel and PowerPoint

• Ability to work independently or leverage team resources on multiple projects and manage deadlines from various stakeholders

• Excellent planning and organization skills

• Solid oral and written communications skills

• The position will require overtime as needed; the individual must have the flexibility to work additional hours with little or no notice

  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.

  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

  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 $111,000 to $148,000 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.

  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, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, 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-BN1

  #LI-HYBRID

  2555148

  Aon is looking for a Senior Investment Data Product Lead in Chicago, IL

  Job Responsibilities:

• Calculate composite performance for a series of investment portfolios and proprietary funds

• Gather, format, and manipulate data on a daily, quarterly, and annual basis to deliver reporting to clients

• Coordinate and communicate across different teams and systems

• Lead the quarterly and annual audits and data verification processes to confirm compliance with standards and regulations

• Support Sales and RFP Teams to provide composite performance data for prospective clients

• Provide other internal reporting and ad hoc investor requests as required

• Quality assurance of input data for accuracy, completeness, and compliance

• Document and maintain all procedure documents

• Prepare and organize data and reports using Excel and custom composite performance software

  Qualifications:

• Bachelor's degree in accounting, finance, business, economics, mathematics, data science

• 5+ years of experience within financial services with a focus on performance calculation

• CFA or CIPM track is preferred, but not required

• Familiarity with the Global Investment Performance Standards (GIPS) is required

• Excellent ability to communicate and coordinate with internal data providers, sales executives, and auditors, including technical compliance guidelines

• Outstanding analytical, problem solving, data management skills

• Project management skills to build and manage the project schedule for repetitive deliverables and one-time requests

• Proficiency in a team environment requiring strong communication and balancing ongoing work with urgent client requests

• Must be highly functional with the MS Office Suite including Excel and PowerPoint

• Ability to work independently or leverage team resources on multiple projects and manage deadlines from various stakeholders

• Excellent planning and organization skills

• Solid oral and written communications skills

• The position will require overtime as needed; the individual must have the flexibility to work additional hours with little or no notice

  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.

  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

  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 $111,000 to $148,000 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.

  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, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, 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-BN1

  #LI-HYBRID