Gallagher
Investment Portfolio Solutions – VP

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Investment Portfolio Solutions – VP
Senior Investment Consultant – Portfolio Solutions
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
Our Investment Portfolio Solutions team is a core strategic growth area for the business. We are looking to strengthen our (growing) team of 25+ finance professionals who provide innovative investment advice to large global investors, including:
- Endowments
- Charities
- Wealth Managers
- Local Authorities
- Insurance Companies
- Sovereign Wealth Funds
How You’ll Make an Impact
This role offers the opportunity to work across a broad range of investment consulting activities, with responsibility for:
- Maintaining strong client relationships
- Producing strategic advice spanning:
- Strategic asset allocation
- Fund selection
- Sustainable investment
- Risk management
Our team operates in a client-facing capacity, and as consultants, you’ll have overall responsibility for the investment advice delivered, backed by specialists in:
- Modelling
- Manager research
- Sustainable investment
- Reporting
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
About You
This role is for you if you:
- Are an investment professional with approx. 5–10+ years of experience
- Have a strong interest in finance, capital markets and proven knowledge of asset allocation principles
- Are experienced in working within the UK institutional investment industry
- Are keen to help others develop and grow their investment knowledge
- Have experience in business development and proactively building industry relationships
- Are inclined to contribute to wider industry conversations (e.g., writing blogs or thought leadership pieces)
- Are well versed in the Microsoft Office suite (PowerPoint, Excel, Word), with strong competency in Excel.
Compensation and Benefits
On top of the competitive salary, exceptional teams, and exciting career opportunities, Gallagher offers:
Core Benefits
(Depending on your job level, benefits may be extended accordingly)
- Minimum of 25 days holiday, plus bank holidays and the option to ‘buy’ extra days
- Defined contribution pension scheme, with employer contribution included
- Life insurance (covers 4x your annual salary, upgradeable to 10x)
- Income protection (covers up to 50% of your annual income, options to top-up)
- Health cash plan or Private medical insurance
Additional Benefits
- Three fully paid volunteering days per year
- Employee Stock Purchase Plan (discounted company shares)
- Share incentive plan (HMRC-approved, tax-effective stock purchase plan)
- Critical illness cover
- Discounted gym membership (access to 3,000+ gyms nationwide)
- Season ticket loan
- Discounted voucher portal (savings on essentials and major purchases)
- Emergency backup family care


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Our Commitment to Inclusion and Diversity
Inclusion and diversity (I&D) are core to our business. For over 95 years, Gallagher has led with a commitment to sustainability and supporting the communities we live and work in.
By embracing diversity in all its forms, Gallagher realises The Gallagher Way fully, valuing our employees’ identities, experiences, and talents so we can better serve our clients and communities.
Gallagher is Disability Confident Committed, ensuring our recruitment process is inclusive and accessible, while supporting existing employees with long-term health conditions or disabilities.
If you have a disability, please get in touch if you’d like to discuss reasonable adjustments during the recruitment process. Contact us at TAGlobalSupport@ajg.com or request a callback.
Our Commitment to Equal Opportunity
Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be an accredited Living Wage employer. We are committed to diversity, inclusion, and opportunity for all, and prohibit any form of less favourable treatment based on:
- Gender (including pregnancy status)
- Sexual orientation
- Gender identity (transgender and non-conforming individuals)
- Race, ethnicity, colour, nationality
- Disability
- Medical condition, veteran/military status
- Protected characteristics under local/UK laws
Gallagher extends equal employment opportunity across all aspects of work, including recruitment, training, promotion, compensation, and career growth. We also provide reasonable workplace accommodations for employees with disabilities.
Feedback is crucial to us. Questions or feedback on this role? Contact [Company Email].
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