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Aon

Global risk, retirement, health solutions provider

Investment Banking Trainee

Investment BankingPosted on Nov 12
Full-timeNew York, NY, USA$104.5k - $113.5k /yr

About the Job

Requirements

  • A bachelor's degree in Finance, Accounting, Economics, Business Administration, a related field, or equivalent professional experience is required.
  • Financial modeling experience is required.
  • Knowledge of accounting and finance concepts is required; knowledge of balance sheet concepts for financial institutions is a plus.
  • Strong Excel and PowerPoint skills are required.
  • Prior experience with data analysis concepts, including reproducibility and version control, is required.
  • Applicants must be college seniors graduating between Spring 2026 and Spring 2027, with a minimum cumulative GPA of 3.0.
  • Applicants must be legally authorized to work in the United States without employer sponsorship, now or at any time in the future.
  • Proficiency with Microsoft Office applications, including Excel, PowerPoint, and Word, is expected.
  • The candidate should be interested in financial services or (re)insurance, ideally in corporate finance, financial planning, financial analysis, and/or accounting.
  • The candidate should have strong analytical and problem-solving skills, organizational abilities, and attention to detail.
  • The candidate should be able to operate effectively in a cooperative and matrixed setting.
  • The candidate should have interpersonal, client management, and communication abilities.
  • The candidate should be interested in business, risk, insurance, reinsurance, analytics, finance, economics, client service, or global markets, and desire a career in Commercial Risk and/or Reinsurance - Broking.
  • The candidate should be comfortable using technology and willing to learn new tools, internal AI platforms, and technology-enabled ways of working.

Responsibilities

  • Build three-statement financial models and projections, discounted cash flow models, and M&A combination analyses.
  • Review public and confidential information about companies, peers, and precedent transactions to identify trends relevant to clients and their goals.
  • Conduct comparable company, comparable transaction, regression, and discounted cash flow analyses.
  • Assist in crafting investment banking marketing materials, senior management presentations, and board-level client presentations that summarize findings and recommendations.
  • Combine data from clients and colleagues to inform financial projections, proactively identify alternative ideas and solutions, and make recommendations to meet client goals.
  • Track (re)insurance industry trends and translate them into insights that support client recommendations.
  • Develop relationships within Aon and grow existing client relationships.
  • Work with a team providing corporate finance and investment banking advisory services to Aon’s (re)insurance clients, modeling the financial and valuation impacts of clients’ strategic choices, including M&A, restructuring, capital raising, reinsurance programs, captives and alternative risk management strategies, and entering or exiting business lines or geographies.
  • Participate in on-the-job learning with brokers, client teams, account managers, and solution line specialists.
  • Develop business and professional skills in Commercial Risk, Reinsurance, client service, communication, collaboration, problem solving, and commercial awareness.
  • Gain exposure to data, analytics, and technology supporting risk assessment, market analysis, workflow coordination, and client-ready recommendations.
  • Build relationships and develop a career path through networking, mentorship, and coaching.

Desired Qualifications

  • Knowledge of balance sheet concepts for financial institutions is a plus.
  • The candidate should have an interest in the financial services or (re)insurance sector, ideally in corporate finance, financial planning, financial analysis, and/or accounting.

About the Company

Aon

Global risk, retirement, health solutions provider

Aon provides risk management, retirement, and health solutions to businesses, governments, and individuals by offering consulting, brokerage, and software. It uses data and analytics to tailor insights across risk assessment, benefits design, and workforce optimization. Its global, diversified service mix and data-driven approach allow it to deliver more integrated risk, retirement, and health solutions than firms focusing on a single area. Its goal is to shape decisions for the better and protect and enrich lives worldwide.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1919

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