Client Consulting & Support
51008 Requisition #
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Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to clients around the world.

Gallagher Benefit Services, Inc. (GBS) consistently stands out in a competitive marketplace as an employer of knowledgeable, highly skilled and competitive talent. We are a company that touches businesses and their employees on a personal level.  At the core, our job is to help protect the health and well-being of employees and their families and provide for their financial security – all while allowing employers to attract and retain the people they need to grow and succeed. As you consider the value of working for Gallagher Benefit Services, remember your talent, winning attitude and strong performance will be highly valued and will maximize your future potential. 

The Investment & Fiduciary Consulting practice of Arthur J. Gallagher & Co., Gallagher Fiduciary Advisors, LLC (Gallagher) has approximately 44 employees with primary offices in Washington, DC; Newark, NJ; and Pittsburgh, PA.  Gallagher delivers independent, conflict-free investment advisory and discretionary investment decision-making across whole portfolios, and acting as an independent fiduciary for particular assets to cure ERISA conflicts of interest and prohibited transactions. Clients include ERISA single and multi-employer benefit funds, nonprofit, healthcare, corporate, religious, public pension and other benefit funds, foundations, endowments and union treasury funds. Investment consulting client assets under advisement total approximately $66 billion, and Gallagher also acts in an independent fiduciary capacity over approximately $2 billion of assets (as of 09/30/2018). To learn more, visit www.ajg.com/institutionalinvestment to maximize your future potential.

Essential Duties and Responsibilities:

  • Responsible for the assessment, development and delivery of investor data to institutional clients and consultants. 
  • Generates portfolio summary pages for client accounts, creates de-briefing reports on investment managers, formulates opinions on feasibility of investment manager for client portfolios and manages projects to meet client requirements. 
  • In addition, manages competing and fluid client driven deadlines and prepares detailed, quality financial analysis with minimal oversight.
Additional Considerations:
  • Manage competing and fluid client-driven deadlines and prepare detailed, quality financial analysis with minimal oversight.
  • Demonstrate initiative and ownership of all client-related work.
  • Apply good judgement and appropriate follow-through with firm employees, investment managers and other service providers to clients.
  • Exhibit strong knowledge of finance and investment theory and practice and the ability to apply this knowledge to client work.
  • Assist with investment and investment manager research.
  • Bachelor’s degree and zero to three years of related work experience.
  • Working knowledge of corporate finance, accounting, economics and investment strategy.
  • Progress toward Chartered Financial Analyst (CFA) designation.
  • Bachelor's degree
  • 3 or more years related work experience.
  • Working knowledge of corporate Finance, Accounting, Economics, and Investment Strategy.
  • Ability to travel up to 10%.


  • Chartered Financial Analyst (CFA) designation.
Work Traits:
  • 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.
U.S. Eligibility Requirements:
  • Interested candidates must submit an application and resume/CV online to be considered.
  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the United States.  For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization.
  • Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure.

Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.  

Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status.  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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.