Analyst, Investment Consulting

🔍 Pittsburgh, Pennsylvania, United States

▾▸1 additional location
Washington, District of Columbia, United States
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Client Consulting & Support
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68084 Requisition #
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Apr 06, 2021 Post Date

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

The Investment and Fiduciary Consulting practice of Arthur J. Gallagher & Co., (NYSE: “AJG”), Gallagher Fiduciary Advisors, LLC (“Gallagher”) has approximately 40 employees with offices in Washington, DC; New York, NY; Tampa, FL; 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 of approximately $54.6 billion, and Gallagher also acts in an independent fiduciary capacity of approximately $3.9 billion of assets (as of 03/31/2020). To learn more, visit https://www.ajg.com/us/services/investments-fiduciary-consulting/

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:
The Analyst is responsible for the assessment, development and delivery of investor data to institutional clients and consultants. The analyst will generate portfolio reporting for client accounts. • 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.
Required:
  • 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%

Desired:

  • 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, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic.​ 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.

Please Note:

Gallagher never extends an offer of employment or requests any personal identification information without having received an online application and conducted one or more in-person or video interviews. If you have received any communication referencing the offer of a job at Gallagher and you have not submitted an online application or been interviewed by a Gallagher employee, please do not assume that the offer is being sent from a legitimate Gallagher representative.