Client Investment Consultant Senior

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Client Consulting & Support
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75166 Requisition #
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/
 
Position Summary:

Primarily focused on providing investment consulting services for assigned client accounts of moderate complexity. As a senior member of the consulting team, role incumbent(s) provide proactive and creative investment support to clients as well as manage day-to-day interaction with clients and other related service providers.  

 
Key Responsibilities: 
  • Manages and delivers practice/research area work and conducts investment and investment manager research, including alternatives research. 
  • Prepares detailed, quality financial analysis under client-driven deadlines. 
  • Aids in developing new business and participates in new business presentations as needed. 
  • May provide guidance to lower level staff, but has no formal supervisory responsibility.
Requirements: 
  • 6 years’ experience in institutional investment consulting and/or as an investment officer for a plan sponsor.  
  • Able and willing to travel approximately 25% of the time. 
  • Strong knowledge of finance and investment theory and practice and the ability to apply this knowledge to client work.
Preferred: 
  • CFA, CAIA and/or MBA 
Work Traits:
  • Demonstrates initiative and ownership of all client-related work.  
  • Applies good judgement and appropriate follow-through with clients, firm employees, investment managers and other service providers to clients.  
  • Contributes to intellectual capital development and investment best thinking.
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.