Financial & Actuarial Associate — Client Insights & Growth

Gallagher

Walnut Creek (CA)

On-site

Confidential

Full time

14 days+

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities and O

Collaborative, people-first culture

Global reach with local impact

Job summary

Gallagher seeks a Financial and Actuarial Associate to help clients make informed financial decisions, mentor teammates, and deliver value-driven solutions. You’ll contribute to analyses, support Account Managers, and maintain direct client contact in a collaborative environment. Required: Bachelor's degree and 2 years of related experience; strong Excel skills.

CMA or CFA preferred. Gallagher offers competitive compensation, comprehensive benefits, and ongoing learning in a global-to-local

Qualifications

Bachelor's degree and 2 years related experience.
Strong PC and Microsoft applications skills, including Word and Excel.
CMA or CFA preferred.

Responsibilities

Performs financial analysis on behalf of clients, and provide consultation to clients around analytical findings.
Typically supports other Account Managers, Account Executives, Producers and acts under their direction.
Has direct customer contact.
Projects, analyses, and/or assignments are less complex.
Works independently on more routine/less complex assignments, and under the direction of a manager or Account Manager/Account Executive/Producer on more complex assignments.
Responsible for conducting and documenting routine to moderate financial analysis projects for clients.