Investment Consultant

About the role

Callan is seeking a new team member to join our Investment Consulting Group. The ideal candidate will have consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for building strong, trusted relationships with clients and colleagues.

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: Assist 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
• Prospective 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

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

Qualifications

The ideal candidate will have consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for building strong, trusted relationships with clients and colleagues.