Client Investment Analyst Senior

IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. How you'll make an impact**While this role is not currently open, we are always looking to connect with talented professionals like yourself for upcoming opportunities.** As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Investment Consulting business. This is a analyst role within U.S. Investment Consulting Group which provides both advisory and OCIO investment consulting services to a wide variety of institutional investors. The Assistant uses technical, analytical, and communication skills to support senior members of the team in the execution and production of all client deliverables. Primary responsibilities include preparation of investment performance evaluation reports for institutional clients, including 401(k) plans, retirement funds, and foundation accounts. Prepare investment manager search reports. Maintain peer review and client process records to meet Advisor compliance rule. Participate in investment research on investment managers and investment markets; write reports for submission to peers and clients.  About YouRequired: Undergraduate degree required. Proficient use of Excel and Word software packages. Attention to detail. Ability to manage multiple projects simultaneously. Preferred: Level I or higher CFA achievement a plusBehaviors:Above average financial, written communication and analytical skills. Good interpersonal skills. Ability to effectively communicate with team members and others outside of the immediate team. Ability to manage/balance multiple priorities. Compensation and benefitsOn 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 insurance401(K) and Roth optionsTax-advantaged accounts (HSA, FSA)Educational expense reimbursementPaid parental leaveOther benefits include:Digital mental health services (Talkspace)Flexible work hours (availability varies by office and job function) Training programsGallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeingCharitable matching gift programAnd more...We value inclusion and diversityClick Here to review our U.S. Eligibility RequirementsInclusion 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. 

Created: 2024-11-15