Investment Analyst

Location

Secaucus, NJ | United States

Job description

Buck, a Gallagher company, opens doors to a world of boundless opportunity and innovation. As part of our integrated team, you'll immerse yourself in the exciting journey of serving HR departments and trustees across diverse industries. Together, we'll build pathways to a brighter future for clients worldwide, harnessing the power of collective brilliance and shaping careers that ignite passions.

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.

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Investment Consulting business.

This is an analyst role within U.S. Investment Consulting Group which provides both advisory and OCIO investment consulting services to a wide variety of institutional investors.

• The Assistant uses technical, analytical, and communication skills to support senior members of the team in the execution and production of all client deliverables.
• Primary responsibilities include preparation of investment performance evaluation reports for institutional clients, including 401(k) plans, retirement funds, and foundation accounts.
• Prepare investment manager search reports.
• Maintain peer review and client process records to meet Advisor compliance rule.
• Participate in investment research on investment managers and investment markets; write reports for submission to peers and clients.

• Proficient use of Excel and Word software packages.
• Attention to detail.
• Ability to manage multiple projects simultaneously.
• Demonstrable interest in investment markets.

Required:

Undergraduate degree required.

Preferred:

Level I or higher Chartered Financial Analyst (CFA) preferred.

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.

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.

About Arthur J. Gallagher & Co.

At Arthur J. Gallagher, we fiercely protect our culture. Without it, we are just another company. Every day we live by, "The Gallagher Way", 25 business tenets from which we draw our strength. A multi-national, multi-billion dollar insurance brokerage and risk management services firm, our employees are fueled by teamwork, creativity, responsiveness and doing the right thing simply because it's the right thing.

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