Senior Analyst – Investment Consulting

Introduction

Welcome to Gallagher in India — where expertise, technology, and purpose come together. Since 2006, Gallagher in India has supported global teams by delivering quality, service, and speed through deep expertise, smart technology, and specialized knowledge services. More than just an operations center, it’s a place where careers grow through collaboration, continuous learning, and purposeful work. We drive efficiency, compliance, and innovation so our teams can focus on serving clients. If you enjoy solving problems and working with purpose, Gallagher is the place where you can grow and feel a sense of belonging.

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

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)