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Bloomberg Analyst & Investor Services Administrator

Gallagher
  • Charlotte, North Carolina
  • Full-time
1 day ago
Gallagher

Job Description

Introduction:
At Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in what’s possible. As part of our global team, you’ll help clients navigate complex risks through creative, forward-looking solutions that go beyond the expected. This is a place where innovation is encouraged, ideas are welcomed, and no two days look the same. We’re a community of confidently curious problem-solvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, you’ll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale.
 
Overview:

A unique opportunity to join a global fund administration team and gain hands-on experience supporting hedge funds, institutional investors, and alternative investment vehicles. Supporting fund accounting teams in several international locations, you'll develop technical, analytical, and client-service skills that form the foundation of successful careers in investment operations, fund accounting, asset management and capital markets.

 

If you're naturally curious, detail-oriented, and excited by financial data, this role offers exposure that most professionals don't receive until years into their careers.

How you'll make an impact:

Bloomberg & Market Data Analysis

Become the go-to resource for critical investment data used by hedge funds and fund accounting teams.

  • Retrieve and analyze security pricing data using Bloomberg Terminal
  • Research bond coupon rates and maturity schedules
  • Maintain the accuracy and integrity of investment data
  • Troubleshoot Bloomberg-related inquiries and support internal teams
  • Collaborate with finance, accounting, and operations professionals to ensure accurate reporting

Investor Services & Fund Operations

Play a key role in delivering exceptional service to investors and fund clients.

  • Process investor subscriptions, transfers, withdrawals, and distributions
  • Support investor onboarding and due diligence activities
  • Assist with compliance reviews related to AML, FATCA, and CRS requirements
  • Maintain investor records, payment information, and documentation
  • Coordinate investor communications and reporting
  • Support audit requests and operational projects
About you:

Required:

  • Bachelor's degree preferably in finance, accounting, economics, mathematics, business administration, international relations or related analytical disciplines.
  • Proficiency in Microsoft Excel. 


Preferred:

  • Experience through internships, co-ops, or professional roles in finance, banking, accounting, investment operations or financial services.
  • Solid understanding of financial acumen
  • Basic knowledge of fixed-income securities.
  • Prior Bloomberg terminal experience a plus.

#LI-MD6

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. At times, we will consider transferable skills from previous roles.

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

Numbers & Facts

LocationCharlotte, North Carolina
Job TypeFull-time
IndustryInsurance
Company Size10,000 employees or more
Year Founded1927
Websitehttps://www.ajg.com/

About Company

Gallagher, a global insurance brokerage and risk management services firm, helps clients address risk, protect assets and recover from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to rebuild their lives. Gallagher is the only insurance broker recognized by the Ethisphere Institute as a World's Most Ethical Company.

Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services.

Skills

  • Accountingunmatched
  • Analysis Skillsunmatched
  • Asset Managementunmatched
  • Banking Servicesunmatched
  • Business Administrationunmatched
  • Capital Marketsunmatched
  • Customer Support/Serviceunmatched
  • Data Analysisunmatched
  • Data Qualityunmatched
  • Detail Orientedunmatched
  • Documentationunmatched
  • Due Diligenceunmatched
  • Economicsunmatched
  • Financeunmatched
  • Financial Servicesunmatched
  • Fixed Income Investmentsunmatched
  • Fund Accountingunmatched
  • Hedge Fundsunmatched
  • Identify Issuesunmatched
  • International Relationsunmatched
  • Investment Accountingunmatched
  • Investment Fundsunmatched
  • Investment Servicesunmatched
  • Leadershipunmatched
  • Mathematicsunmatched
  • Microsoft Excelunmatched
  • Onboardingunmatched
  • Operational Auditunmatched
  • Pricingunmatched
  • Problem Solving Skillsunmatched
  • Record Keepingunmatched
  • Risk Managementunmatched
  • Securitiesunmatched
  • Security Analysisunmatched
  • Service Deliveryunmatched
  • Team Playerunmatched

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