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Aon

Senior Associate - Investment Consulting

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 1, 2026
Experience: 1 year +of experience (may have been gained through co-op or intern programs);
Posting language: English
Posted: Oct 2, 2026

Original job description

Are you a professional in the institutional investment consulting field? Are you looking for your next role with an industry leading team in Canada? Then Aon has the opportunity for you!

As a senior associate, you will help empower results for our clients by delivering innovative and effective solutions within Aon, in our Calgary, Alberta office.

Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.

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

Demonstrate your research and analytical skills, apply your knowledge to our clients’ long-range investment strategies and build upon your knowledge and expertise in institutional investing;
Support expert analysts and consultants in all aspects of work;
Research investment issues and topics such as commission recapture programs, securities lending policies and soft dollar arrangements;
Prepare presentations on investment topics (e.g. investment fundamentals, manager selection and manager structure);
Review and amend governance documents (e.g. statement of investment policies and procedures, and terms of reference); review investment structures of plans, the investment beliefs of the clients and the investment strategies for the institutional clients
Conduct searches for investment managers or CAP providers;
Write conclusions and recommendations and other sections in investment reports;
Prepare performance supervising client reports which includes:
Peer reviewing work performed by other analysts;
Gathering qualitative and quantitative data from external managers, custodians and other data providers;
Calculating performance statistics;
Crafting and modifying charts and tables; working with a variety of investments and Excel-based tools
Writing commentaries on the performance of managers; drafting emails and letters in collaboration with consultants and peers;
Presenting investment topics at internal team meetings;
Keeping up to date about current financial events and news; participating in internal seminars regarding current industry issues and technical training; and

How This Opportunity Is Different

You will report directly to the team lead, and you will provide support to the local Investment Consulting team in the servicing of existing clients and prospects specialized in institutional investment consulting.

Our focus is on contributing to Aon's clients’ investment programs through development and application of innovative world‐class solutions, backed by our experience and the resources of Aon nationally and globally. Your work will positively impact significant investment pools and broad customer groups. Together with working alongside our extensive and diverse clientele, you will meet and partner closely with top investment managers from Canada and internationally.

Skills And Experience That Will Lead To Success

1 year +of experience (may have been gained through co-op or intern programs);
Experience in a financial / investment consulting, insurance or pension environment working in an analyst capacity;
Motivated, self-starter, customer-service and team-oriented individual;
General knowledge of the institutional investment industry, understanding of investment concepts and the financial markets;
Business and investment industry foresight;
Strong research and analytical skills;
Highly organized and results-orientated individual, strong attention to detail and accuracy;
Problem-solving skills, ability to make decisions and develop solutions;
Superior oral and written communication skills;
Mathematical and financial analysis skills, consistent track record using financial spreadsheet and investing programs;
Ability to build and establish connections with customers, colleagues and clients;
Ability to multi-task, work with time constraints and adaptable to changing business needs;
Knowledge of Microsoft Excel (e.g., array and look-up formulas);
Detailed knowledge of MS Office Suite: Microsoft PowerPoint and Word;
A keen desire to learn; and a positive demeanour combined with a desire to contribute to the success of Aon.
Bachelor's degree, or equivalent, preferably in Finance, Economics, Business, Commerce, Actuarial Science, Mathematics, or related field; and
Dedication to professional development. Working towards completion of the Chartered Financial Analyst (CFA) program is recommended.

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, 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 ReasonableAccommodations@Aon.com

2541192

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More about this job

Responsibilities

Support institutional investment consultants and analysts by researching investment topics, reviewing governance documents, conducting manager searches, and preparing reports and presentations. Gather and analyze investment data, calculate performance statistics, write performance commentary and recommendations, and contribute to client servicing and internal knowledge sharing.

Requirements

Applicants need at least one year of relevant experience, general knowledge of institutional investing and financial markets, and strong research, analytical, communication, and financial spreadsheet skills. A bachelor's degree or equivalent is preferred in a relevant field, and progress toward the CFA program is recommended.

Skills

Investment Research
Financial Analysis
Institutional Investing
Investment Consulting
Performance Reporting
Manager Selection
Investment Strategy
Excel
Microsoft PowerPoint
Microsoft Word
Data Analysis
Report Writing
Presentation Skills
Communication
Problem-Solving
Attention To Detail

Benefits

Global Wellbeing Days
Flexible Working Arrangements
Learning And Development

Visa sponsorship

Not detected in the job text

Keywords

Institutional Investment Consulting
Institutional Investing
Investment Research
Investment Strategy
Financial Markets
Investment Manager Searches
Manager Selection
Investment Performance Reporting
Performance Statistics
Investment Governance
Statement Of Investment Policies And Procedures
Terms Of Reference
Commission Recapture
Securities Lending
Soft Dollar Arrangements
Investment Structures
Investment Beliefs
Quantitative Data
Qualitative Data
Financial Analysis
Microsoft Excel
Array Formulas
Lookup Formulas
Microsoft PowerPoint
Microsoft Word
CFA Program
Client Servicing
Investment Reports
Presentation Preparation

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