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Gallagher
Gurgaon, India
(on-site)
Posted
2 days ago
Gallagher
Gurgaon, India
(on-site)
Job Type
Full Time
Industry
Other
Job Function
Other
Senior Analyst - Investment Reporting
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Senior Analyst - Investment Reporting
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
IntroductionWelcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what's right.
We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive.
At Gallagher, you'll find more than a job; you'll find a culture built on trust, driven by collaboration, and sustained by the belief that we're better together. Experience a workplace where you're encouraged to be yourself, supported to succeed, and inspired to keep learning. That's what it means to live The Gallagher Way.
Founded in 2006, the Gallagher Center of Excellence (GCoE) upholds the values of quality, innovation, and teamwork. With 10,000+ professionals across five India locations, GCoE is where knowledge-driven individuals make a significant impact and build rewarding, long-term careers.
Overview
At Gallagher, following a period of sustained growth and success, we are making a number of graduate hires into our investment consulting team; based in the Gurugram region.
We're looking for self-motivated, personable and driven individuals with a 1st or a 2:1 in a numerical or economics/finance related degree. In return, we'll deliver to you a high quality training and exam support programme, as well as the opportunity to forge a career within a highly regarded, long-established organisation operating in the Pensions and Benefit consulting world.
The role is providing support to a UK based investment consulting team, so flexibility to work GMT hours is being sought, as well as the possibility of working 6 day/4 day weeks around client deadlines. Info on one week in the office/3 weeks working from home etc.
How you'll make an impact
Responsibilities:
The role involves working on a variety of client service delivery projects under the supervision of a locally based team leader.
Delivery/Subject Matter Expertise
- Handling the preparation of performance monitoring reports, including requesting, receiving and reviewing data from investment managers.
- Drafting quarterly single page investment manager/fund performance and investment market summaries.
- Preparation of monthly asset valuation summaries.
- Drafting the investment sections of annual Trustee Report and Accounts.
- Completing the investment sections of the annual Scheme Return submission.
- Maintaining databases of assets under advisement and exposure to investment funds/managers.
- Keeping logs of regulated work and reviewed items.
- Attaining billable hours objective through the production of client deliverables.
- Delivering the above to client specific reporting deadlines.
Client/Market
- Liaising with investment managers on data and administrative matters.
- Communicating client workload issues and seeking help, as needed, in setting priorities.
- Responding to deadlines (from clients and more senior personnel)
Other
- Ensuring work is checked and reviewed as appropriate.
- Maintaining accurate time recording and charging to clients where applicable.
- Staying abreast of applicable regulatory requirements.
- Adhering to Corporate Policies and Procedures (CCPs).
- Reporting any suspected issues and breaches to management/compliance department upon discovery.
About you
Qualifications:
- Ability to understand and familiarise oneself with investment terms and concepts.
- An interest in investment matters and markets.
- Knowledge & understanding of retirement plans, plan administration, investment markets and investment managers.
- An all-round communicator.
- Able to prioritise, organise and carry out tasks within deadlines.
- Good numeracy and literacy skills.
- Proactive and a team player.
- Attention to detail.
- Computer literate.
- Willing to learn and a flexible approach to work.
- Self-starter and good problem solving skills.
- Good listening skills and able to take direction well.
- Numerical degree, keen to start pursuing credentials through the CFA or other relevant qualification
Additional Information
Compensation and benefits
On 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:
- Medical Insurance and Parental Medical Insurance
- Accidental Insurance and Life Insurance
- Retirals - Employee Gratuity, Future Service Gratuity benefit - Group Term Life, Employee Provident Fund, National Pension Scheme
- Flexi Benefits Plan - Tax Savings Plans
- Annual Leave/ Maternity & Paternity Leave/ Additional paid ML, Mental Health Day
Other benefits include:
- Employee Wellness Programs
- Training programs
- And more..
We value inclusion and diversity
Inclusion 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.
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.
Job ID: 81825933
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