# Consulting Analyst at Aon

Aon is hiring a Consulting Analyst in Chicago, United States. It pays $65k-$87k a year and Level rates it Little AI ●○○○; you can [apply on Aon](https://jobsbylevel.com/go/3b0a14c8-c3b9-46a6-9178-79551a2d74da?utm_medium=ai-agent).

AI Level 1, AI centrality 32 out of 100. Chicago, Illinois.

## Details

- Company: [Aon](https://jobsbylevel.com/companies/aon)
- AI level: AI Level 1 (score 32 out of 100)
- Location: Chicago, Illinois
- Salary: $65k-$87k
- Posted: November 3, 2026
- Apply: https://jobsbylevel.com/go/3b0a14c8-c3b9-46a6-9178-79551a2d74da?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=consulting-analyst-at-aon-04a989

## Description

Posting Description Wealthspire Institutional brings together a network of affiliated firms that provides institutional advisory, wealth management, institutional advisory, and business management services to individuals, families, and institutions across the United States, Canada, and the United Kingdom. Through its specialized subsidiaries and affiliates, clients can access wealth management, retirement plan consulting, nonprofit endowment and foundation advisory, business management, and family office services tailored to their evolving financial needs. Wealthspire invests in the people, technology, and resources that expand what the firm can do for clients, while preserving the personal relationships and accountability that are central to its client service approach. Inspiring Trust. Enriching Lives. For more information, visit www.wealthspire.com. The Consulting Analyst is responsible for contributing directly to a superior client experience while working closely with Investment Consultants through thoughtful and accurate analysis of the firm’s Endowment & Foundation and Defined Benefit Plan client portfolios, aligning with our mission of helping clients prosper. Responsibilities: Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restrictions Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis, leveraging approved analytical and AI‑enabled tools to enhance efficiency and analytical consistency. Collaborate with Investment Research in developing solutions for client portfolios Develop fiduciary governance materials in preparation for quarterly reporting Analyze and create customized components for client reports and supplemental meeting materials, utilizing approved AI tools to assist with drafting, summarization, and quality control. Analyze and develop trade recommendations to implement investment decisions, portfolio reallocations, or rebalancing, consistent with the firm’s risk management protocol and in compliance with client investment policy guidelines and firm-established policy and procedures. Closely monitor and respond to ongoing recurrent or ad hoc cash management needs in client portfolios Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients Issue and evaluate vendor RFIs and RFPs, using AI‑enabled tools to support data extraction, comparison, and synthesis while exercising independent judgment in all conclusions. Respond to periodic audit requests for investment-related data and analysis Conduct special ad-hoc analyses and projects as needed to support Investment Consultants Interact with and proactively communicate with Investment Consultants on all client matters and related projects Apply AI tools to support drafting, summarization, reconciliation, and quality‑control of analytical outputs (e.g., IPS drafts, trade rationales, governance materials), ensuring all final deliverables are reviewed and validated by the analyst. Attend and present at client meetings in a supporting role on occasion Respond to all meeting follow-up and action items in a timely and effective manner Maintain accurate client account and investment records in the CRM Respond to client and vendor requests in a timely and effective manner Required Education, Professional & Technical Experience Bachelor’s degree required with a preferred concentration in Economics or Finance Two (2) to five (5) years of investment consulting or investment-related work experience Experience with servicing Institutional clients in a Discretionary Outsourced CIO (“OCIO”) servicing framework is a plus Proficiency in Microsoft Suite Previous experience with CRM, custody portals, and asset allocation modeling software is a plus

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/consulting-analyst-at-aon-04a989

Source: https://jobsbylevel.com/jobs/consulting-analyst-at-aon-04a989

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