Client Investment Analyst

This range is provided by Gallagher. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$42,500.00/yr - $83,000.00/yr

Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you\'ll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

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 running analyses for assigned client accounts or projects.
• Serves 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.
• May also assist with Manager Research and Strategic Research. Supports production of quarterly performance reports, monthly performance reports, and compliance reviews, supporting 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 primarily with internal team members; may have some interaction with client contacts but typically focuses more on internal team interactions. Ability to listen and take appropriate actions based on each situation. Will typically be the “doer” with the “do, check, review” process. Identifies, analyzes, and addresses basic and routine account issues.

About You

Required:

• Bachelor\'s degree; 0-1 years of experience required.

Work Traits

• Demonstrates strong communication skills; attention to detail; financial acumen.

Compensation And Benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get. Depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...
• The benefits summary above applies to full-time positions. If you are not applying for a full-time position, details about benefits will be provided during the selection process.

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 organization. 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. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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