Investment Sales Analyst

at  Aon Corporation

INVESTMENT SALES ANALYST

Are you keen to embark on an exciting journey to learn and grow, gaining valuable experience on all aspects of a proposal development lifecycle? 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. If you’re eager to develop new skills, we want to hear from you!
The investment sales team oversee 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.

HOW THIS OPPORTUNITY IS DIFFERENT

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. They are then able to take leading roles in other areas of the business using the skills they 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 key tasks will include:

• 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
• Preparing first drafts of Executive Summaries
• Coordinating content from the bid team for standard RFP responses
• 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

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 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
• Provide guidance to junior members of the investment pursuit and bid team

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

• 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
• Preparing first drafts of Executive Summaries
• Coordinating content from the bid team for standard RFP responses
• 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 sale