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Investment Analyst Job in Cleveland, Ohio US

Investment Analyst


Posted: 9/6/2021 - Expires: 12/5/2021

Job ID: 231408336


Job Description

Townsend's Fund Review Group is responsible primarily for reviewing the hundreds of commingled fund investment opportunities from sponsoring managers providing data and proposals to Townsend each year, and fully evaluating funds most appropriate for Townsend's 90+ clients. Last year, Townsend's clients collectively committed approximately $14 billion to private equity real estate funds and other similar vehicles throughout the globe. The Group is currently seeking an Analyst to be located in its Cleveland headquarters, focusing on US non-core real estate funds. Specific responsibilities are integral to the Group and the firm's overall investment process, and include the following: Conduct investment performance measurements and comparisons using historical fund-level and property-level performance data; Maintain and update various internal databases with performance data and other fund and manager data. Provide a range of analytical support to senior team members using proprietary/customized excel-based models; provide research, fact finding, and data collection to support the Group's due diligence process. Meet and interact with investment managers in the due diligence process and evaluation of funds, manager platforms, and strategies. Contribute to the formal investment recommendation reports prepared for clients. Contribute to ad-hoc research requests serving the broader firm's macro views and client-specific project requests. Qualifications: Bachelor's degree, majoring in Finance, Accounting, Economics, or related field required; Minor or additional coursework in Business Statistics a plus. MBA and/or CFA designation is preferred. GPA of 3.5+ preferred. ~1-3 years of relevant experience, preferably working in real estate investment consulting, investment banking and/or private fund management. Working knowledge of excel-based modeling, investment statistics, financial statements and other accounting-based reports. Strong written/oral communication skills; ability to interact effectively with fund managers, internal client teams, internal Investment Committee, and directly with clients. Intellectual curiosity; interest in fact finding and data collection. Highly analytical with attention to detail. Self-starter capable of working autonomously in a lean group. We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience. About Townsend: Townsend Holdings LLC (d/b/a The Townsend Group) is a leading provider of global investment management and advisory services exclusively focused on real estate and real assets. For more than 30 years, The Townsend Group ("Townsend") has been committed to excellence in investment management and client service. Townsend serves an institutional client base, providing custom investment solutions to help meet the needs and objective of their investment programs. Headquartered in Cleveland, OH, the firm has offices in San Francisco, London, and Hong Kong. About Aon: Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.  DISCLAIMER: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. 2493380

Aon provides equal employment opportunities (EEO) 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, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.

Job Summary

Employment Type:
Full Time Employee
Job type:
Federal Contractor
Skill Based Partner:
Education Level:
Bachelor's degree
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
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