Associate Vice President - Investment Consulting

Arthur J. Gallagher & Co. (AJG); Pune District; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Gallagher in India seeks an experienced Investment Consulting leader to manage a small to mid-sized team and oversee client engagements. You will guide strategic asset allocation, performance measurement, and policy considerations while ensuring compliance and delivering high-quality results.

The role emphasizes leadership across functions, capacity to drive improvements, and the ability to mentor senior staff in a dynamic regulatory environment with global reach and local impact.

Qualifications

• Bachelor’s degree; 8 years of related experience, professional certification, or equivalent training and experience.
• 6+ years’ experience in a supervisor or management role; travel up to ~25%.
• Strong knowledge of finance and investment theory and practice.
• Practical knowledge in leading and managing execution of processes within one job area.
• Substantial knowledge of job area with deep expertise in a specific discipline.

Responsibilities

• Owns the client relationship; Sets goals and objectives for team members for achievement of high-quality client and operational results.
• Leads managerial and senior staff in all aspects of service delivery and client management.
• Oversees strategic-level consulting projects.
• Develops plans and delivers results in fast changing businesses and regulatory environments.
• Provides input to functional strategy and policy development; improves processes, systems, or products.

Skills

Relationship Management

Strategic Insight

Industry Knowledge

Leadership

Executive Presence

Results orientation

Education

Bachelor's degree

MBA

CFA

FIA/FFA

Job description

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.

How you’ll make an impact

Investment 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 managing a small to mid-sized team consisting of lower-level Managers (M2) and seasoned Professionals who exercise latitude and independence in assignments.
• As a senior recognized people leaders in investment consulting, role incumbent(s) are seen as client project and team leaders.
• Owns the client relationship; Sets goals and objectives for team members for achievement of high-quality client and operational results; Ensures compliance policies, and procedures are understood and followed and assists in developing new procedure and policies; Leads managerial and senior staff in all aspects of service delivery and client management; Oversees strategic-level consulting projects. Motivates team to achieve performance and business goals.
• Responsible for making moderate to significant improvements of processes, systems or products to enhance performance of job area.
• Develops plans and delivers results in fast changing businesses and/or regulatory environments. Exercises management authority, including performance reviews, recruitment recommendations and requirements, execution of discipline and termination and other personnel actions.
• Manages a team with focus on function or business group policy and strategy implementation. Establishes operational plans with measurable contribution towards the achievement of results of the job function and Division.
• Focus is on short-term operational plans (e.g., less than 1 year).
• Provides measurable input to new products, processes or standards in operational plans.
• Provides input to functional or Division strategy.

About you

Required:

• Bachelor’s degree; 8 years of related experience, professional certification, or equivalent training and experience.
• 6+ years’ experience in a supervisor or management role required or comparable internal experience. Able and willing to travel up to approximately 25% of the time.
• Strong knowledge of finance and investment theory and practice and the ability to apply this knowledge to client work.
• Requires practical knowledge in leading and managing the execution of processes, projects and tactics within one job area.
• Substantial knowledge of job area and typically has deep knowledge and skills within a specific technical or professional discipline with understanding of the impact of work on other areas of the organization.

Desired:

• MBA or FIA/FFA/CFA certification/accreditation.

Work Traits:

• Demonstrates ability to effectively work, communicate, and influence across multiple functions and stakeholders both internally and externally.
• Demonstrates effective Relationship Management; Strategic Insight; Industry Knowledge; Leadership; Executive Presence; Results orientation.

Additional Information

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)