Associate – Equity Fund Manager Research

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview

We’re looking for someone with a passion for equity investing and experience in either equity fund manager research or direct equity investing to join Gallagher’s Equity Manager Research team. This is your chance to work with a high-conviction, independent research team that identifies, selects, and monitors equity fund managers globally. You’ll help us support a diverse range of clients while shaping the future of equity research.

We welcome applications from candidates with at least two years’ experience in equity manager research or similar equity investment roles.

How you'll make an impact

• Contribute to research on a range of equity strategies and managers.
• Conduct in-depth qualitative and quantitative due diligence.
• Monitor fund managers and form clear investment views.
• Share your insights in meetings and contribute to portfolio discussions.
• Work on bespoke client projects, including manager selection and portfolio reviews.
• Help shape Gallagher’s equity research framework and house views.

About You

You’ll thrive in this role if you:

• Have experience in equity fund manager research or direct equity investing.
• Are numerate and detail oriented.
• Take initiative and feel confident expressing your views.
• Enjoying being busy; producing a consistent volume of high-quality work, sometimes to deadlines.
• Have solid experience of qualitative and quantitative analysis.
• Are well organised and efficient.
• Communicate complex ideas clearly, both verbally and in writing.

We’re especially keen to hear from candidates who bring diverse experiences and perspectives, even if you don’t meet every traditional criterion.

It’s a bonus if you:

• Are studying towards or have completed the IMC or CFA.
• Understand ESG and Climate-focused investing.
• Are familiar with tools like eVestment and Style Analytics.
• Have strong Excel skills.

Compensation and benefits

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. Although this role is listed as full-time, if you’re in a job-share partnership, work reduced hours, or have any other flexible arrangement, please still get in touch. We will also offer reasonable adjustments to the recruitment process if required, so please let us know.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)