Senior Investment Consultant

About the role

Callan is seeking a new team member to join our Investment Consulting Group. The ideal candidate will work directly with institutional asset owners, manage client relationships, conduct investment research, and serve as a trusted adviser.

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
• Potential 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

• Consulting experience with client types including insurance, corporate retirement plans, public funds, healthcare, or non-profit entities is strongly preferred
• The position may be based in any of Callan’s offices in Atlanta, GA; Chicago, IL; Denver, CO; Portland, OR; San Francisco, CA; or Summit, NJ. Preference will be given to candidates located in or willing to work from the Denver, Atlanta, or Summit offices
• The candidate is expected to work a hybrid (office/home) schedule, with a minimum of 3 days a week in the office, when not traveling for client meetings

Qualifications

• Bachelor’s degree required
• CFA and/or CAIA designations preferred, or progress toward one or both designations
• 12 - 20+ years of experience, some or all in an investment consulting capacity

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
• Ability to communicate clearly, concisely, and confidently in writing and in presentations
• Demonstrated passion for learning and seeking new ideas
• Success managing multiple client relationships and projects simultaneously

Benefits

• 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

Pay

$150,000 - $200,000 a year

Schedule

The candidate is expected to work a hybrid (office/home) schedule, with a minimum of 3 days a week in the office, when not traveling for client meetings

About Callan

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered 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.