Senior Analyst – Investment Reporting

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. We'd be thrilled to receive applications from exceptional individuals like yourself.

Gallagher, a global industry leader in insurance, risk management, and consulting services, boasts a team of over 50,000 professionals worldwide. Our culture, known as "The Gallagher Way," is driven by shared values and a passion for excellence. At the heart of our global operations, the Gallagher Center of Excellence (GCoE) in India, founded in 2006, upholds the values of quality, innovation, and teamwork. With 10,000+ professionals across five India locations, GCoE is where knowledge-driven individuals make a significant impact and build rewarding, long-term careers.

At Gallagher, following a period of sustained growth and success, we are making a number of graduate hires into our investment consulting team; based in the Gurugram region.

We're looking for self-motivated, personable and driven individuals with a 1st or a 2:1 in a numerical or economics/finance related degree.  In return, we'll deliver to you a high quality training and exam support programme, as well as the opportunity to forge a career within a highly regarded, long-established organisation operating in the Pensions and Benefit consulting world.

The role is providing support to a UK  based investment consulting team, so flexibility to work GMT hours is being sought, as well as the possibility of working 6 day/4 day weeks around client deadlines. Info on one week in the office/3 weeks working from home etc.

Responsibilities:

The role involves working on a variety of client service delivery projects under the supervision of a locally based team leader. 

Delivery/Subject Matter Expertise 

• Handling the preparation of performance monitoring reports, including requesting, receiving and reviewing data from investment managers. 
• Drafting quarterly single page investment manager/fund performance and investment market summaries.
• Preparation of monthly asset valuation summaries. 
• Drafting the investment sections of annual Trustee Report and Accounts.
• Completing the investment sections of the annual Scheme Return submission.
• Maintaining databases of assets under advisement and exposure to investment funds/managers.
• Keeping logs of regulated work and reviewed items.
• Attaining billable hours objective through the production of client deliverables.
• Delivering the above to client specific reporting deadlines.

Client/Market

• Liaising with investment managers on data and administrative matters.
• Communicating client workload issues and seeking help, as needed, in setting priorities.
• Responding to deadlines (from clients and more senior personnel)

Other

• Ensuring work is checked and reviewed as appropriate.
• Maintaining accurate time recording and charging to clients where applicable.
• Staying abreast of applicable regulatory requirements.
• Adhering to Corporate Policies and Procedures (CCPs).
• Reporting any suspected issues and breaches to management/compliance department upon discovery.

Qualifications:

• Ability to understand and familiarise oneself with investment terms and concepts.
• An interest in investment matters and markets.
• Knowledge & understanding of retirement plans, plan administration, investment markets and investment managers.
• An all-round communicator.
• Able to prioritise, organise and carry out tasks within deadlines.
• Good numeracy and literacy skills.
• Proactive and a team player.
• Attention to detail.
• Computer literate.
• Willing to learn and a flexible approach to work.
• Self-starter and good problem solving skills.
• Good listening skills and able to take direction well.
• Numerical degree, keen to start pursuing credentials through the CFA or other relevant qualification