Investment Consultant

Primary Duties

• Client Responsibilities:
  • Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education
  • Collaborate on asset/liability and asset/spending studies, asset allocation reviews, and investment structure analysis
  • Monitor existing client portfolios by reviewing periodic performance measurement reports, attending ad-hoc manager meetings, and collaborating on annual manager reviews
  • Lead searches for new investment managers, either for new allocations or to replace existing managers
  • Research and respond promptly to all client requests
  • Present information and research to clients in various settings
  • Be responsive to clients and colleagues and strive for excellence in all areas
• Client Education:
  • Aid in developing customized educational information and/or presentations for clients
  • Coordinate research efforts for clients
  • Contribute to topical white papers, blog posts, and other research
  • Represent Callan and participate (or present) at industry events, including events hosted by Callan
• Potential Clients/New Business Generation:
  • Actively generate new client relationships
  • Research prospective clients and work collaboratively with consultants across the firm, as necessary
  • Collaborate with associate consultants to contribute to writing high-quality requests for proposal (RFPs)
  • Work closely with associate consultants to create and customize final presentation materials
  • Develop and actively participate in final presentations

Job Skills & Requirements

• Skills:
  • Knowledge of the capital markets in general and the institutional investment landscape in particular
  • Ability to form supportable opinions and recommendations and succinctly communicate to coworkers and clients
  • Ability to work with a team in a collegial and collaborative fashion and share ideas in a constructive manner
  • Strong time and project management skills and ability to adjust priorities during particularly busy periods
  • Success managing multiple client relationships and projects simultaneously
  • Ability to communicate clearly, concisely, and confidently in writing and in presentations
  • Demonstrated passion for learning and seeking new ideas
  • Success in developing new client relationships
• Characteristics:
  • Detail-oriented
  • Active listener
  • Self-motivated and proactive
  • Emphasis on team over self
  • Willingness and ability to travel
  • Ongoing desire to learn and a drive to continually improve
  • Ability to work effectively in a small- to mid-sized organization

Education and Experience

• Bachelor’s degree required
• CFA and/or CAIA designations preferred, or progress toward one or both designations
• 7-10+ years of experience, some or all in an investment consulting capacity

Compensation, Benefits & Training

• A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit-sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more
• Training for all Callan databases, research, and other systems
• Access to team-building events, community outreach opportunities, and wellness events

About Callan

• Callan was founded as an employee-owned investment consulting firm in 1973
• We empower institutional clients with creative, customized investment solutions that are backed by proprietary research, exclusive data, and ongoing education
• Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S.
• Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners
• Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S.

Equal Opportunity Employer

• Applicants must be authorized to work for any employer in the U.S.
• We are unable to sponsor or take over sponsorship of an employment visa at this time