- Conducting market research, monitoring trends, gathering information, and performing analyses
- Monitoring and evaluating portfolio positions and tracking business
- Setting up and leading communication with Financial Advisors
- Assisting with evaluating and creating investment strategy
- Completing detailed analyses and creating presentations
- Bachelors degree and a minimum of 5 years of related experience required
- Working knowledge of corporate finance, accounting, economics and investment strategy
- Ability to travel 15% - 25%
- Bachelors Degree and an internship in finance
- 2-4 years of experience in finance/investing
- Series 7 and 65 licenses (will need to be obtained within 6 months of hire)
- Advanced skills in Excel and PowerPoint
- Experience with Bloomberg is a plus
- Excellent spoken and written communication skills
- Strong analytical and problem-solving skills
- 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
- 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...
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Investment Analyst - Wakefield, United States - Gallagher
Description
About Us:
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 youre close but not an exact match, we encourage you to apply.
Responsibilities:We are hiring an Investment Analyst for our Gallagher Benefit Services Team in Wakefield, MA
*working remote is a possibility
This is an exciting opportunity to join our new Financial Planning Team
This position is responsible for:
This is a great opportunity to join a growing team and be a part of the forefront of our investment strategy
Qualifications:Required:
Preferred:
#LI-TL1
Compensation and Benefits: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 youll get, depending on your job level these benefits may improve:
Other benefits include:
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and its 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 (herein referred to as protected characteristics) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, 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.
