Company: Gallagher
Location: Mississauga, ON
Expected salary:
Job date: Wed, 19 Mar 2025 05:51:55 GMT
Job description: Job Description:IntroductionDiscover 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 you’re close but not an exact match, we encourage you to apply.
How you’ll make an impactInvestment Consulting provides a variety of high-quality services to clients through structured engagements.These services include:
- Strategic setting of investment objectives, strategic asset allocation, performance measurement and evaluation, investment monitoring and reporting, custodian selection, transition advice, statements of investment policy and global research services.
- Primarily focused on providing investment consulting services for assigned client accounts or projects. Services client accounts through contributions to the collection, design, and refining of information for reporting, data analysis, and other activities essential to the needs of the client.
- Produces quarterly performance reports, monthly performance reports, and compliance reviews, performing monthly investment performance calculations and reconciliation, and conducting qualitative and quantitative research; Peer group analysis, fund analysis and reporting, transfer/rebalancing examination, and asset allocation and asset/liability studies; Interacts with client’s staff, custodian, investment managers, and attorneys; Proactively communicates with internal stakeholders to ensure high levels of client satisfaction.
- Will typically be the “checker” within the “do, check, review” process.
- Assists in the preparation of client invoices.
- May provide guidance to lower-level staff, but doesn’t typically have formal supervisory responsibility. Responsible for adjusting or recommending solutions in account and investment issues to solve problems or improve effectiveness of client solution.
- Problems are typically solved through drawing from prior experiences, with analysis of the issue.
- Works under supervision and direction from more senior level roles.
- Works to achieve client and project targets with direct impact on client and department results.
- Works independently or with a team on larger, low to moderately complex client projects/ engagements.
About youRequired:
- Bachelor’s degree; 3 years related experience.
- Knowledge of key aspects of finance and investment theory and practice and the ability to apply this knowledge to client work.
- Working knowledge of Microsoft Windows applications and MS Office.
Desired:
- CFA certification/accreditation.
Work Traits:
- Demonstrates strong Financial acumen; Business acumen; Communication Skills; Analytical skills; Attention to detail.
Compensation and benefitsOn 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 you’ll get, depending on your job level these benefits may improve:
- Flexible medical & dental coverage to meet your household’s needs
- Life, Dependent Life and AD & D Insurance options
- Retirement savings including RRSP including a company match, TFSA, pension and more
- Employee Stock Purchase Plan
Other benefits include:
- Educational expense reimbursement
- Employee assistance programs
- Discounted gym membership (GoodLife Fitness)
- Opportunity for flexible work arrangements
- Paid sick days & personal days
- Employee education recognition program
- Employee referral bonus program
We value inclusion and diversityInclusion and diversity (I&D) is a core part of our business, and it’s 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.We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.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.