Investment Consulting - Associate

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.

How you'll make an impact:

• Primarily focused on providing investment consulting services for assigned client accounts.
• Services client accounts through contributions to the collection, design, and refining of information for reporting, data analysis, and other activities essential to the needs of the client.
• Key responsibilities include: production of quarterly performance reports, monthly performance reports, and compliance reviews, performing monthly investment performance calculations and reconciliation, and conducting qualitative and quantitative research.
• Additional related tasks may include: peer group analysis, transfer/rebalancing examination, and asset allocation and asset/liability studies.
• Interacts with client's staff, custodian, investment managers, and attorneys.
• May provide guidance to lower level staff, but has no formal supervisory responsibility.

About You:

• Requirements: Bachelors degree and a minimum of 4 years of related experience required.
• Working knowledge of corporate finance, accounting, economics and investment strategy.
• Working knowledge of Microsoft Windows applications and MS Office.
• Preferred: Chartered Financial Analyst (CFA) preferred.

Behaviors:

• Strong critical thinking and problem solving skills.
• Ability to build strong business partner relationships.
• Excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.

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. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. 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).