At a Glance
- Tasks: Provide expert investment advice and lead client relationships for global investors.
- Company: Gallagher Benefit Services, a community of bold explorers and trusted experts.
- Benefits: Competitive pay, comprehensive benefits, career development, and a people-first culture.
- Other info: Flexible work arrangements and a commitment to inclusivity.
- Why this job: Make a meaningful impact on global clients while growing your career in finance.
- Qualifications: 10+ years in investment, strong finance skills, and excellent people skills.
The predicted salary is between 54000 - 66000 £ per year.
Introduction
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions.
We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive.
Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.
We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work.
Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow.
If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
Overview
We’re looking for an experienced Investment Consultant to join our growing Investment Portfolio Solutions team.
This is a core strategic growth area for our business, and you’ll be part of a team of 25+ finance professionals providing innovative investment advice to global investors.
Our clients include Endowments, Charities, Wealth Managers, Local Authorities, Insurance Companies, and Sovereign Wealth Funds.
This role offers the chance to work across a wide range of investment consulting activities.
You’ll take ownership of advice on strategic asset allocation, fund selection, sustainable investment, and risk management.
You’ll also collaborate with specialists in modelling, manager research, sustainable investment, and reporting.
- How you'll make an impact
- Provide expert investment advice to a diverse range of global clients.
- Lead client relationships and present recommendations to key stakeholders.
- Deliver advice on strategic asset allocation, fund selection, and risk management.
- Collaborate with internal teams to ensure high-quality investment solutions.
- Contribute to the business development goals of the organisation.
- Support investment decision-making and lead internal meetings
About You
- An experienced investment professional with 10+ years in the field.
- Skilled in finance, capital markets, and asset allocation across asset classes.
- Experienced in managing asset allocation and portfolio construction processes.
- Confident in leading client relationships and presenting to stakeholders.
- A strong team player with excellent people skills.
- Proficient in Microsoft Office tools (Power Point, Excel, Word).
- Experienced in business development and growing client relationships.
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace.
Although this role is listed as full-time, if you’re in a job-share partnership, work reduced hours, or have any other flexible arrangement, please still get in touch.
We will also offer reasonable adjustments to the recruitment process if required, so please let us know.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
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Director, Investment Portfolio Solutions employer: Arthur J. Gallagher & Co. (AJG)
At Gallagher Benefit Services, we pride ourselves on being a leading employer that fosters a collaborative and inclusive work environment. Our commitment to employee growth is evident through comprehensive career development opportunities and a people-first culture that values your contributions. Join us in making a meaningful impact on global clients while enjoying competitive compensation and a supportive benefits program in a dynamic team of investment professionals.
Contact Details:
Arthur J. Gallagher & Co. (AJG) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Director, Investment Portfolio Solutions
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Arthur J. Gallagher & Co. (AJG), who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Arthur J. Gallagher & Co. (AJG).
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Arthur J. Gallagher & Co. (AJG).
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Arthur J. Gallagher & Co. (AJG), attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Director, Investment Portfolio Solutions
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Arthur J. Gallagher & Co. (AJG) want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Arthur J. Gallagher & Co. (AJG).
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Arthur J. Gallagher & Co. (AJG) will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Arthur J. Gallagher & Co. (AJG). Numbers speak louder than words!
How to prepare for a job interview at Arthur J. Gallagher & Co. (AJG)
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Arthur J. Gallagher & Co. (AJG) want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withArthur J. Gallagher & Co. (AJG).
