Graduate Fund Research Analyst

The full-time, independent Manager Research Team (MRT) at Gallagher is responsible for identifying and researching the best investment managers from around the world for the firm’s broad range of clients. The team’s philosophy is to select just a handful of managers per asset class, using a high-conviction, unconflicted approach. As a recent graduate, you will be a key member of the Manager Research Team focused on private markets. Your role will involve forming and challenging views on investment managers by conducting qualitative and quantitative analysis of information sourced from investment managers and independent sources, attending due diligence meetings with investment managers, and collecting and interrogating data to support views. You will support our provision of advice to the firm’s clients by preparing market and manager research materials, due diligence reports, and commentaries for our internal Investment Strategy Committee and client teams.

Responsibilities

• Identify and research the best investment managers for clients across multiple asset classes.
• Conduct qualitative and quantitative analysis of information from investment managers and independent sources.
• Attend due diligence meetings with investment managers.
• Collect and interrogate data to support investment views.
• Prepare market and manager research materials, due diligence reports, and commentaries for internal and client audiences.

How You'll Make an Impact

• Analytical, digesting and appraising large datasets and varying perspectives.
• Detail-oriented and process driven, always crossing the ‘T’s and dotting the ‘I’s.
• Proactive with strong verbal and written communication skills.
• Team player who contributes to idea generation and articulates opinions confidently.
• Curious, innovative, and improving through the use of AI.
• Outcome-focused with a focus on high-quality output.
• Actively contributes and makes a difference.
• Quick to learn, understand and evaluate.
• Well-versed in the Microsoft Office suite (PowerPoint, Excel, Word).

About You

• Passionate about finance and markets, with demonstrated ability.
• Willing or have begun work toward a professional qualification (CFA, CAIA, etc.).
• Familiarity with external analytics and data platforms such as Bloomberg, eVestment, Preqin, Pitchbook, for sourcing, checking, consolidating and evaluating data.

Compensation and Benefits

• Minimum of 25 days holiday plus bank holidays, with option to buy extra days.
• Defined contribution pension scheme, with Gallagher contributions.
• Life insurance of 4x basic annual salary, top-upable to 10x.
• Income protection covering up to 50% of annual income, with top-up options.
• Health cash plan or Private medical insurance.

Other Benefits

• Three fully paid volunteering days per year.
• Employee Stock Purchase plan offering company shares at a discount.
• Share incentive plan, HMRC approved, tax-effective, stock purchase plan.
• Critical illness cover.
• Discounted gym membership with over 3,000 gyms nationally.
• Season ticket loan.
• Access to a discounted voucher portal.
• Emergency backup family care.
• Additional benefits as applicable.

Equal Employment Opportunity Statement

Gallagher embraces diverse identities, experiences and talents, and is committed to inclusion and diversity in all aspects of the employer-employee relationship. Gallagher is a Living Wage employer and prohibits any form of less favourable treatment on the grounds of gender, gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion or belief, age, and caring responsibilities. All persons are entitled to equal employment opportunity, and Gallagher prohibits any discrimination based on protected characteristics in all aspects of employment, including recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff and termination. Gallagher will make reasonable accommodations to known physical or mental limitations of a qualified person with a disability, unless such accommodation would impose undue hardship on its business operation.