Institutional Investment Advisor — Client-Facing

Gallagher; City Of London; On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development opportunities

Job summary

Gallagher is seeking an Investment Consultant to join our team. This client-facing, technical role provides expert investment advice to institutional clients, including pension schemes, charities, insurers and wealth managers.

You’ll build strong relationships, prepare investment papers with input from lead consultants, present to client investment teams, monitor portfolios and market trends, and mentor junior colleagues.

Qualifications

• Interest in finance and capital markets.
• Understanding of asset allocation principles.
• Knowledge of sustainable investing concepts.

Responsibilities

• Manage a portfolio of institutional clients and oversee day-to-day investment tasks.
• Prepare investment papers with input from lead consultants and specialist teams.
• Present to clients’ investment teams and committees where possible.
• Monitor client portfolios, market trends, and manager performance to ensure strategies remain effective.
• Share knowledge and mentor junior team members.

Skills

Finance knowledge

Capital markets

Sustainable investing

Client communication

Proactive initiative

Tools

PowerPoint

Excel

Word

Job description

Gallagher is seeking an Investment Consultant to join our team. This client-facing, technical role provides expert investment advice to institutional clients, including pension schemes, charities, insurers and wealth managers.

You’ll build strong relationships, prepare investment papers with input from lead consultants, present to client investment teams, monitor portfolios and market trends, and mentor junior colleagues.