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About the Role

Aon has an exciting opportunity for a Senior Client Portfolio Manager to join the Delegated Consulting Services (DCS) team in London. DCS helps EMEA clients manage and outsource their investment decision-making and implementation by creating portfolios of specialist third-party managers. This role sits within Aon’s asset management business (AIL), which is FCA authorised.

Responsibilities

• Manage large client portfolios in line with strategy and client considerations.
• Attend client meetings and participate in business development activities like new business pitches and third-party evaluator meetings.
• Serve as a lead portfolio manager for discretionary mandates, ensuring house views are reflected consistently.
• Manage OCIO mandates, working with clients and their teams to create portfolios and governance structures.
• Provide input to the Investment Strategy Committee for multi-asset portfolio construction.
• Monitor portfolios for compliance with restrictions.
• Manage client transitions from a PM team perspective.
• Act as a trusted expert explaining Aon’s offering to third-party evaluators.
• Develop new solutions for market.
• Collaborate with the Portfolio Specialist team on client messaging.
• Communicate Aon’s best ideas to clients with varying technical knowledge.
• Attend business-to-business meetings to build industry relationships.
• Manage and support junior colleagues' engagement, development, and progression.

Requirements

• At least 10 years’ experience in asset management, investment consultancy, or an allied industry.
• Experience of multi-asset portfolio construction and portfolio management.
• Understanding of pension scheme liabilities and key drivers.
• Attention to detail and accuracy.
• Organized and calm under pressure, able to work to tight deadlines.
• Ability to interpret and present complex information clearly.
• Strong interpersonal skills with proven ability to build and maintain strong relationships with internal and external clients, prospects, and other businesses in the industry.

Skills

• Multi-asset portfolio construction
• Portfolio management
• Client relationship management
• Business development
• People management
• Communication

Location

• London

Work Type

• Full-time

Experience Level

• Senior

Education Level

• FIA or CFA preferred

Salary/Compensations

• Competitive salary and bonus

Benefits

• Comprehensive benefits package
• 25 days holiday
• Flexible benefits including healthcare and childcare vouchers
• Two Global Wellbeing Days per year

About the Company

• Aon is a global professional services firm providing a broad range of risk, retirement, and health solutions.
• Aon fosters an innovative, diverse, and inclusive workplace where colleagues feel empowered.
• Aon supports a continuous learning culture.

Equal Opportunity

• Aon is an equal opportunities employer.
• 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.
• Aon provides individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard.