Sr Analyst - Investment Consulting

Job Summary

The Investment Analyst will support the Global CIO Office in developing investment insights, maintaining analytical materials, coordinating governance processes, and delivering high-quality content to internal stakeholders and clients. The role is designed for an early-career investment professional who combines strong quantitative and research skills with strong communication. The analyst will help translate market, portfolio, manager, and business information into clear materials that support investment thought leadership across Gallagher.

Responsibilities

• Investment Research and Analysis Conduct research on capital markets, asset classes, investment strategies, portfolio themes, and emerging investment issues. Collect, organize, and analyze quantitative and qualitative information from internal and external sources including performance, risk, exposure, and peer data. Prepare concise summaries of research findings, highlighting key facts, assumptions, implications, and areas requiring further review. Monitor relevant market developments and maintain recurring investment dashboards, exhibits, and briefing materials.
• Global CIO Office Support Support the preparation of meeting materials, agendas, briefing notes, presentations, and follow-up items for investment leadership and governance forums. Coordinate inputs from manager research, strategic asset allocation, quantitative modeling, mission-driven investing, and other investment teams. Assist with special projects that advance the Global Investment Centre operating model and global investment proposition. Help document processes and maintain an organized repository of approved investment materials, decisions, and supporting analysis.
• Investment Governance and Quality Control Assist with the administration of investment committee and governance processes, including scheduling, materials collation, action tracking, and recordkeeping. Complete data checks, source validation, proofreading, and version control before materials are circulated. Apply established templates, policies, and review standards to promote consistency across investment communications. Handle confidential information with appropriate care and follow applicable compliance, data, and records-management requirements.
• Communication and Content Development Draft and edit presentations, market updates, investment commentary, research summaries, and internal communications. Convert complex investment concepts and analysis into clear, audience-appropriate messages and visuals. Partner with colleagues across regions and functions to gather inputs and produce consistent global materials. Support the preparation of selected client- and business-development materials under the direction of senior team members. Develop and maintain close relationship with the Investment & Retirement team.

Qualifications

• Minimum Required Degree: Bachelors degree in finance, economics, mathematics, statistics, accounting, business, or a related discipline.
• Preferred Degree: Masters in Finance/Maths/ /Economics/Commerce
• Certificate(s)/Special Training: Pursuing Chartered Financial Analyst (CFA) designation an asset
• Experience on Advanced Excel skills and VBA
• Experience (Career Level Guide): Minimum 2-6 Years
• Knowledge, Skills and Ability: Required: Bachelors degree in finance, economics, mathematics, statistics, accounting, business, or a related discipline. Up to two years of relevant internship or professional experience in investments, asset management, consulting, financial services, research, or analytics. Strong analytical and numerical skills, with the ability to interpret data and identify inconsistencies. Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook. Clear written and verbal communication skills. Strong attention to detail, organization, and follow-through. Ability to manage multiple assignments, meet deadlines, and work effectively in a collaborative environment. Professional judgment and discretion when handling confidential or sensitive information.
• Desired: Coursework or experience in investments, capital markets, portfolio analysis, statistics, or programming/data visualization. Progress toward, or interest in pursuing, a relevant professional qualification such as the CFA designation. Experience preparing executive-level presentations or synthesizing research for varied audiences. Familiarity with investment databases, performance analytics, market data platforms, or business-intelligence tools. Interest in global markets and in working across geographic and functional teams.
• Work Traits: Communicates clearly, concisely, and professionally with colleagues and stakeholders. Approaches analysis with curiosity, discipline, and healthy skepticism while maintaining sight of broader business and client objectives. Takes ownership of assignments, prioritizes effectively, and follows through reliably. Produces accurate, well-supported, and carefully documented work using approved data, methodologies, and practices. Works independently within defined parameters, asks thoughtful questions, and incorporates feedback quickly. Communicates early when constraints arise and remains flexible in supporting recurring, ad hoc, and cross-functional needs. Maintains confidentiality and demonstrates sound professional judgment and a strong client-service mindset. Build strong relationships across the organization, actively develop technical expertise through feedback, and take ownership of providing collaborative, flexible support for Global CIO Office.

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