[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Aon jobs](https://jobs.opennash.com/companies/aon/) · [Search jobs](/search/) Aon · Charlotte, North Carolina # Sr Investment Analyst Charlotte, North Carolina Full-time Senior individual contributor $126,000 – $180,000 Finance & Accounting Listed on Aon’s official careers site. Posted August 3, 2026. Check that it is still open and apply there. [Apply on Aon’s careers site →](https://nfpus-careers-aon.icims.com/jobs/105176/login) [OpenNash Jobs](https://jobs.opennash.com/) / [Aon](https://jobs.opennash.com/companies/aon/) / Sr Investment Analyst ## Job description ### Posting Description Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. ### To learn more, please visit NFP. ### Summary We are seeking a qualified professional for the position of Senior Investment Analyst. This role acts as a key member of the investment team, serving as an investment subject matter expert, primarily focused on investment analysis and communicating investment recommendations to clients. This salaried position includes an annual performance bonus based on regional revenue and retention goals. Senior Analysts are encouraged to pursue new business opportunities and may earn commissions, provided the appropriate licenses are held. ### Key Responsibilities Conduct ongoing quantitative and qualitative analysis of investment managers and investment vehicles across multiple asset classes. Prepare clear, concise, and insightful written investment commentary for investment committee reports and client reviews. Prepare investment recommendations including fund additions, removals, watch status, and replacement recommendations based on established investment criteria and Investment Committee guidance. Present investment analysis and recommendations to clients’ investment committees. Respond to client questions regarding investment performance, manager philosophy, market conditions, and investment strategy. Participate in investment manager meetings, due diligence calls, and industry conferences. Coordinate regularly with fund company contacts to obtain due diligence information, discuss portfolio positioning, review organizational updates, and product enhancements. Evaluate target date fund providers and conduct suitability analysis for clients. Support Requests for Proposal (RFPs), finalist presentations, and new business opportunities by providing investment expertise. Contribute to the ongoing enhancement of the firm's investment research process and analytical tools. ### Required Experience/Characteristics Minimum of 5 years’ experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). CFA achieved or in-progress preferred Proficient knowledge of asset allocation, portfolio construction, performance attribution, risk analysis, capital markets. Experience evaluating fund managers and experience with different investment vehicles (mutual funds, CITs, SMAs, etc). Exceptional presentation and communication skills. Strong commitment to client service, responsiveness, and ability to manage multiple priorities while maintaining attention to detail and meeting deadlines. Proficiency with Microsoft Office Suite and conducting meetings via MS Teams/Zoom. RPAG knowledge/background (preferred). ### What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $126,000 – $180,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #NFP 2584802 ## At a glance - Posted by the employer: Aug 3, 2026 - First seen by OpenNash: Oct 11, 2026 - Last checked: Oct 18, 2026 - Listed for: 76 days - Location: Charlotte, North Carolina - Employment type: Full-time - Pay: $126,000 – $180,000[Apply on Aon’s careers site →](https://nfpus-careers-aon.icims.com/jobs/105176/login) ## More jobs at Aon ### [AVP, Mergers & Acquisition (M&A) Project Manager (Hybrid, US)](https://jobs.opennash.com/companies/aon/jobs/10be2a8badde958b5814/) Charlotte, North Carolina ### [Advisor](https://jobs.opennash.com/companies/aon/jobs/55eec9f6e72e8ab027c3/) Charlotte, North Carolina ### [Consultant](https://jobs.opennash.com/companies/aon/jobs/984637f40e7a4dc55eef/) Charlotte, North Carolina ### [Regional Sales Director, Mid Atlantic (Life Ins. & Related Products)](https://jobs.opennash.com/companies/aon/jobs/70a2b51f713d44955131/) Charlotte, North Carolina ### [Sr Consultant - Employee Benefits](https://jobs.opennash.com/companies/aon/jobs/498981ffc92542b41b65/) Charlotte, North Carolina ## Similar jobs at other companies ### [Treasury Services/Investment Accounting-Associate Financial Analyst or Financial Analyst](https://jobs.opennash.com/companies/sentry-insurance/jobs/f24726daba43c565dd4d/) Sentry Insurance · Stevens Point, WI ### [Investment Banking Analyst - Energy](https://jobs.opennash.com/companies/truist/jobs/c96634bef101ec5e6835/) Truist · Houston, Texas, USA ### [Portfolio Management Analyst - Investment Strategy](https://jobs.opennash.com/companies/aegon/jobs/42a40132af3a70e68543/) Aegon · Cedar Rapids, Iowa ### [Investment Banking - Diversified Industries - Analyst](https://jobs.opennash.com/companies/jpmorganchase/jobs/fa10fe5cb225c3cc973a/) JPMorganChase · Chicago, IL, United States ### [Investment Banking Senior Analyst - Energy](https://jobs.opennash.com/companies/citigroup/jobs/02a884bc48cf72030f31/) Citigroup · Houston Texas United States [Finance & Accounting jobs](/functions/finance-accounting/) OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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