Job Description

Introduction

Discover 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 impact

Responsible for the development, verification and delivery of investor data to institutional clients and consultants. Verifies accuracy of portfolio market values and investment returns, assesses reasonableness of portfolio market values, analyzes and develops monthly/quarterly performance reports and manages projects to meet client requirements. In addition, manages competing and fluid client-driven deadlines and prepares detailed, quality financial analysis with minimal oversight.

About you

Required: Bachelor's degree and 3 years related experience required. Working knowledge of corporate finance, accounting, economics and investment strategy.




Preferred: Chartered Financial Analyst (CFA) candidate preferred.




Behaviors: Above average financial, written communication and analytical skills. Ability to effectively communicate with team members and others outside of the immediate team. Ability to manage/balance multiple priorities. Good client focus.

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:

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 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.


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.