Overview

: Our Asset & Liability Management (‘ALM’) team uses our in-house software and sophisticated tools to model our clients’ assets and liabilities, and to design the means to help our clients’ investments meet their needs. Additionally, you will be responsible for fostering a culture of collaboration, continuous improvement, and customer focus within the shared services team. How you'll make an impact Responsibilities: Modelling asset classes such as equities, credit, bonds, derivatives, hedge funds and other alternatives using in-house tools, alongside modelling DB pension fund contingent liabilities. Designing and implementing capital market and LDI solutions to reduce risk or increase expected returns Evaluating the risks within pension funds (predominantly UK Defined Benefit) and other institutional investor portfolios Monitoring markets and staying abreast of key developments; explaining and attributing their impact on client portfolios. Liaising with investment consultants to understand client needs, and using our proprietary modelling to deliver first class advice Acting as first port of call for the consulting team to discuss project approach,



plan delivery and opine on fees. Formulating ongoing investment strategy recommendations (aligned with CIO views, investment principles, client preferences and manager views) in response to changes in objectives, circumstances and market conditions. About you Qualifications: Minimum Required Degree: Bachelor’s in Finance/Maths/Economics/Commerce Preferred Degree: Masters in Finance/Maths/ /Economics/Commerce Certificate(s)/Special Training:A CFA Charterholder or FIA/AIA, or working towards these on Advanced Excel skills and modelling KNOWLEDGE, SKILLS AND ABILITY: A CFA Charterholder or FIA/AIA, or working towards these qualifications 2-7 years into your career with a relevant organisation ( Investment Consultancy/Actuarial Consultancy/Life Insurer/) Highly interested in financial markets Well versed in modelling asset classes or pension fund contingent liabilities Analytical and not afraid to query preconceived idea Detail-oriented and comfortable delivering work both collaboratively and independently

📌 Associate - Investment Consulting (India)
🏢 Gallagher
📍 India