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Gallagher Client Investment Analyst in Pittsburgh, Pennsylvania


Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 45,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

As a member of our benefits and HR consulting team, you’ll help our clients -- employers of all sizes, across all industries -- build workplaces that work better.


We are seeking a hard-working and proactive applicant to join our Investment and Fiduciary Consulting Services practice. The analyst's primary responsibility will be to generate reports summarizing portfolios' investment performance, positioning, and attribution for both clients and consultants. The ideal candidate will be detail oriented, have good interpersonal skills, and possess the ability to multitask optimally by prioritizing exciting client deadlines. This is an entry level position ideal for recent graduates and those with limited work experience motivated to launch their careers.


Responsible for the assessment, development and delivery of investor data to institutional clients and consultants. Generates portfolio summary pages for client accounts, creates de-briefing reports on investment managers, formulates opinions on feasibility of investment manager for client portfolios and manages projects to meet client requirements. In addition, manages competing and fluid client driven deadlines and prepares detailed, quality financial analysis with minimal oversight.


Required: Bachelor's degree and a minimum of 3 years related experience required.

Working knowledge of corporate finance, accounting, economics and investment strategy.

Ability to travel 10%.

Will work a hybrid schedule out of our Pittsburgh, PA office.

Preferred: Chartered Financial Analyst (CFA) candidate preferred.

Behaviors: Above average financial, written communication and analytical skills. Good interpersonal skills. Ability to effectively communicate with team members and others outside of the immediate team. Ability to manage/balance multiple priorities


Additional Information

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We offer competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.