Analyst

Investment Consulting provides a variety of high-quality services to clients through structured engagements.

These services include:

• Strategic setting of investment objectives, strategic asset allocation, performance measurement and evaluation, investment monitoring and reporting, custodian selection, transition advice, statements of investment policy and global research services.
• Primarily focused on running analyses for assigned client accounts or projects.
• Services client accounts through contributions to the collection, design, and refining of information for reporting, data analysis, and other activities essential to the needs of the client.
• May also assist with Manager Research and Strategic Research. Supports production of quarterly performance reports, monthly performance reports, and compliance reviews, supporting monthly investment performance calculations and reconciliation, and conducting qualitative and quantitative research; Additional related tasks may include:
  • peer group analysis, transfer/rebalancing examination, and asset allocation and asset/liability studies; Interacts primarily with internal team members; May have some interaction with client contacts but typically focuses more on internal team interactions; Ability to listen and take appropriate actions based on each situation; Will typically be the “doer” with the “do, check, review” process. Identifies, analyzes, and addresses basic and routine account issues.
• Work is closely supervised.
• Works to add technical value to clients which has some impact on the overall achievement of results for the function.
• Work is of limited scope, typically on smaller, projects of little to no complexity, analyses, or task-related activities.

Required:

• Bachelors degree; 0-1 years of experience required.

Work Traits:

• Demonstrates strong Communication skills; Attention to detail; Financial acumen.

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.