Meet Becky, Investment Analyst at Aon

University: Biomedical Engineering at The University of Glasgow

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Becky

Investment Analyst

Aon

What stood out to you about Aon?

The key reason Aon stood out to me in comparison to other investment consulting firms is because Aon advocates for diversity within their business.

Describe your role at Aon

My main responsibility is to deal with the routine tasks for each client I work on, and any other tasks delegated by senior members of the client team. Examples include completing asset valuations, drafting papers for client meetings and preparing asset transitions. Analysts typically complete the first draft of pieces of work, which is then reviewed and updated by senior members of the client team. This is a great way to learn from more experienced consultants.

What skills are useful in your role?

Within the Investment Consulting Graduate Programme, I work with various client teams made up of different colleagues, therefore communication and collaboration are vital for my role. You must also have good time management skills, as you could be working on various pieces of work for different clients due around the same time.

You need to be able to prioritise important tasks and delegate less urgent tasks. IT proficiency is also favourable, (although Aon provides a wide range of IT training), particularly confidence in using Excel which we use for monitoring and reporting.

What training have you received?

The training I received during my Induction set me up for my day-to-day role and gave me confidence. Aon’s in-house training has been a great way to learn about the different areas of the business and has enhanced my knowledge of specific topics within investment. I’ve also received asset class training with different asset managers providing insights into their funds and underlying assets. This not only helps me to understand client portfolios but is also a great opportunity to network with other investment colleagues.

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