Investment Sales Analyst

3 weeks ago

London, UK, United Kingdom Aon Full time

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.

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 organisation, 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

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 teams

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

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

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 recognise 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

2540648

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