Director - Investment Consulting

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:

• Investment Consulting provides a variety of high-quality services to clients through structured engagements.
• These services include: strategic setting of investment objectives, strategic asset allocation, performance measurement and evaluation, investment monitoring and reporting, custodian selection, transition advice, statements of investment policy and global research services.
• Primarily focused on supporting colleagues in providing investment consulting services for assigned client accounts or projects, typically preparing first draft of advice.
• As an experienced team member, provide proactive and creative investment support to clients and manage daily interaction with clients and/or other related service providers in relation to business-as-usual matters.
• Contribute as a member of the Manager Research team, manage and deliver practice/research area work and conduct investment and/or investment manager research, including alternatives research.
• Oversee the preparation of detailed, quality financial analysis under client-driven deadlines.
• Develop and maintain subject matter expertise in specific areas; share knowledge effectively within the project team and externally with clients.
• Influence project plans and assist in the preparation of client invoices.
• Responsible for making recommendations or implementing solutions to enhance returns, better control risks and improve client satisfaction.
• Work independently under limited supervision to achieve client and project targets with significant impact on function level results.
• May train new team members.

About You:

• Required: Bachelor's degree; 5 years related experience.
• Able and willing to travel up to approximately 25% of the time, where required by role.
• Desired: MBA or FIA/FFA/CFA certification/accreditation.
• Work Traits: Collaborates and works effectively with colleagues; demonstrates strong financial acumen, business acumen, project management skills, communication skills, analytical skills, and attention to detail.

Compensation and benefits:

• Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days.
• Defined contribution pension scheme, which Gallagher will also contribute to.
• Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x.
• Income protection, covering up to 50% of your annual income, with options to top up.
• Health cash plan or private medical insurance.
• Other benefits include: three fully paid volunteering days per year, employee stock purchase plan, share incentive plan, critical illness cover, discounted gym membership, season ticket loan, access to a discounted voucher portal, emergency back-up family care, and many more.

We value inclusion and diversity:

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities; if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/belief, age and those with caring responsibilities.