Financial Analyst - Investment Consulting

Introduction


Overview

The Financial (Retirement) Analyst will provide technical support to Investment and Retirement clients across Canada. This position directly supports the organization’s objective of providing a superior level of Investment and Retirement advice to Plan sponsors, and Plan members as appropriate.

The Financial (Retirement) Analyst will work both independently and collaboratively with a team to review, analyze, and provide support with recommendations on Investments, plan design and utilization of funds and tools. This role encompasses a variety of detailed and broad functions, including supporting the review, auditing, and analysis of investments and retirement plans.

How you'll make an impact

Responsibilities:

• Develop and maintain close relationship with the Investment & Retirement team.
• Support Consultants by preparing prospect and client presentations and reports (e.g., investment reviews, governance reviews, investment manager searches, record-keeper searches, ad hoc projects, etc.).
• Validate and enhance data in proprietary systems.
• Analyze investment manager performance.
• Evaluate and assess the similarities, differences, and capabilities of various investment managers and record-keepers.
• Attend investment manager and record-keeper due diligence meetings.
• Prepare investment manager meeting summaries for ratings and/or internal discussions, and for clients.
• Research industry trends and proactively present innovative ideas to improve efficiencies
• Support the broader GCoE team to solve client and reporting issues, and with analysis.
• Support the Investment & Retirement team in updating and organizing databases and templates.
• Triage stakeholder requests and work with the Investment & Retirement team to provide timely replies

About you

Qualifications:

Education:

• Minimum Required Degree: Bachelor’s in Finance/Maths/Economics/Commerce
• Preferred Degree: Masters in Finance/Maths/ /Economics/Commerce

Certificate(s)/Special Training:

• Pursuing the Retirement Plans Associate (RPA) and/or Chartered Financial Analyst (CFA) designation an asset.
• Experience on Advanced Excel skills and VBA (Good to have

Knowledge,Skills,Ability

⦁ Undergraduate degree in Math, Business or other related areas
⦁ Interest in capital markets, and Retirement products and services
⦁ Strong analytical, mathematical and diagnostic skills
⦁ Excellent planning and time management skills
⦁ Ability to manage multiple priorities in a dynamic environment
⦁ A positive attitude and willingness to be an individual and have fun
⦁ Strong work ethic
⦁ Proficiency in Microsoft Office (Excel, Word, and PowerPoint)
⦁ Knowledge of VBA macros is an asset
⦁ Strategic thinker with a solution-oriented mindset
⦁ Excellent written and oral communication skills
⦁ Dedicated team player who can also work effectively independently
⦁ Ability to work effectively with internal teams

Additional Information

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being 
• Career development opportunities and ongoing learning 
• A collaborative, people-first culture with accessible leadership 
• The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)