b Overview /b p In this role you will support investment consulting for assigned client accounts, helping design and refine reporting and analysis that inform client decisions. You will produce quarterly and monthly performance reports, conduct compliance reviews, and perform performance calculations and reconciliations. You will also perform qualitative and quantitative research and may support peer comparison and asset allocation studies. You will work closely with client staff, custodians, and managers to deliver insights and guidance that shape client outcomes. /p b Pay / Benefits /b ul li Competitive compensation /li li Comprehensive benefits programs /li li Career development opportunities /li li Collaborative, people-first culture /li li Global reach with local impact /li /ul b Responsibilities /b ul li produce quarterly and monthly performance reports /li li conduct compliance reviews /li li perform investment performance calculations and reconciliation /li li conduct qualitative and quantitative research /li li peer group analysis and transfer/rebalancing examination /li li asset allocation and asset/liability studies /li li interact with client staff, custodians, managers, and attorneys /li li may provide guidance to lower level staff (no formal supervisory responsibility) /li /ul b Key requirements /b ul li Bachelor degree /li li minimum 4 years of related experience /li li working knowledge of corporate finance, accounting, economics and investment strategy /li li working knowledge of Microsoft Windows applications and MS Office /li /ul ul li strong critical thinking and problem solving /li li ability to build strong business partner relationships /li li excellent interpersonal skills including listening, verbal and written communication /li li investment strategy /li li investment performance analysis /li li data analysis and reporting /li /ul
Investment Consulting - Associate employer: Arthur J. Gallagher & Co.
At Gallagher Benefit Services, we pride ourselves on being an exceptional employer that champions a collaborative and people-first culture. As a Business Development Director in our Change & Transformation practice, you'll enjoy competitive compensation, comprehensive benefits, and ample opportunities for career development while making a meaningful impact on businesses and their employees. Join us in a dynamic environment where your ideas are valued, and you can thrive alongside a community of trusted experts and bold explorers.
