About the role#
This 10-week summer internship offers a rotational experience within the Chicago office. You will work directly with senior professionals across three core business areas: Private Wealth and Family Office, Mergers and Acquisitions and Strategic Growth, and Financial Institutions. This role provides exposure to the advisory business model, ranging from client-facing wealth management to institutional research and strategic initiatives.
What you'll do#
- Assist with the preparation of client meeting materials and portfolio summaries.
- Conduct investment and market research to support client discussions.
- Support financial planning analysis, including cash flow, asset allocation, tax considerations, and estate structures.
- Observe client meetings and internal strategy sessions.
- Assist with family office initiatives such as reporting, governance materials, and consolidated balance sheet analysis.
- Support research on prospective acquisition targets and track industry trends in wealth management consolidation.
- Assist with industry research, competitive benchmarking, and the preparation of internal memos and presentation materials for leadership.
- Conduct preliminary due diligence support.
- Assist in summarizing manager research, investment commentary, and data compilation.
- Support performance reporting and prepare materials for RIA and institutional client meetings.
- Conduct research on asset managers, investment strategies, and market themes.
- Observe investment committee discussions and research team meetings.
What you'll need#
- Standing as a rising junior or senior undergraduate student.
- Academic background in Finance, Economics, Accounting, or a related field.
- A strong interest in wealth management, investment consulting, or financial services.
- Ability to work both independently and collaboratively in a collegial environment.
- Professional communication skills, both written and verbal.
- Strong analytical skills with keen attention to detail.
- Excellent organization and time management skills.
- Proficiency with Microsoft Office products, specifically Word, PowerPoint, and Excel.
- Ability to lift and carry materials weighing up to 25 pounds.
Location & details#
- Location: Chicago, Illinois
- Term: Summer 2027
- Modality: On-site
- Employment type: Full-time
- Compensation: Paid position
About Aon
Aon is a professional services firm that provides risk management, insurance, and human capital consulting. The company operates in over 120 countries and maintains a global workforce of approximately 94,700 employees. It is headquartered in London and functions as a public company. The firm focuses on areas including aviation, energy, marine, and actuarial analytics.
How to get in at Aon
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