Callan is seeking an Associate Consultant (Analyst) to join our West Coast Fund Sponsor Consulting Group in either San Francisco, California or Portland, Oregon. In this role, you’ll support field consultants in strategic planning, performance evaluation, plan implementation, education, and business development. You’ll collaborate with specialty research teams to support the delivery of solutions to institutional clients, including corporate and public retirement plans, endowments, and more on either a discretionary or non-discretionary basis. We’re looking for someone with a strong interest in capital markets, exceptional project management skills, intellectual curiosity, and a passion for building lasting client relationships. Strong attention to detail and effective written and verbal communication skills are essential. Over time, you will increase your level of responsibility to ultimately grow into a field consultant and manage your own client relationships.
This position will be expected to work a hybrid schedule, with approximately one to two (1-2) days a week in the office.
What’s unique about this role?
Callan believes that our organization and culture are made stronger through diverse perspectives and experiences. Along with having an appreciation for Callan’s unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than your years of experience.
Primary Duties
Strategic Planning:
·Assist the consulting team in developing project plans and annual reviews
·Engage with Callan team members in researching and developing strategic advice and asset allocation analysis
·Support the consulting team in providing guidance to clients as they navigate financial markets and their own changing circumstances
·Draft/review statements of investment policy
·Ensure timely delivery of reports produced by other teams within the firm
Performance Evaluation:
·Coordinate prep meetings with consulting team to ensure client needs are met on a timely basis
·Work closely with the performance measurement team and assist consultants in monitoring existing client portfolios by understanding and reviewing quarterly performance measurement and ad-hoc reports
·Take ownership over the production of custom quarterly executive summary reports and commentary, which are presented during client committee and board meetings
·Create detailed analysis at the total fund level, asset class level, and investment manager level
·Prepare ad-hoc client presentations as needed
Plan Implementation:
·Assist in manager/product research as needed
·Draft/review client and manager profiles for specific client manager searches
·Coordinate meetings with the internal teams and investment managers
Client Education:
·Assist in researching special topics for consultants and clients
·Assist in developing customized educational information and/or seminars for clients
·Customize quarterly capital markets information as needed
·Present at educational workshops and webinars
New Business Development:
·Collaborate with consultants and other departments to respond to requests for proposal, ensuring the delivery of high-quality, well-written and timely materials
·Assist in general marketing efforts as needed
·Assist in researching and providing consultants with information to build a successful relationship with prospective clients
Job Skills & Requirements
You should have a demonstrable interest in investing and capital markets; ask questions unabashedly and strive to fully understand the responses you receive; be proactive in working with senior consultants and demonstrate strong time and project management skills; be grounded in a strong sense of ethics and will act with humility and accountability in your work; and, keep client interests at the forefront as you work with and support your Callan colleagues.
Skills
·Ability to collaborate effectively on cross-functional teams in a collegial fashion
·Strong time management skills and ability to prioritize and manage multiple projects efficiently
·Demonstrated ability to receive and integrate feedback
·Strong presentation and writing skills (and the desire to continue to develop both)
·Attention to detail and ability to meet deadlines
·Ability to effectively communicate verbally and in writing
·Build and maintain relationships internally and externally
·Interest in the capital markets in general and the institutional investment landscape in particular
Characteristics
·Passionate about learning and seeking information to uncover answers and generate new ideas; including the ability to ask for help when needed
·Self-motivated and proactive, able to work independently and without supervision
·Emphasis on team over self
Education and Experience
·Bachelor’s degree or equivalent, preferably in finance, economics, or a related discipline (we are also open to those with differing backgrounds and a strong interest in financial markets)
·Progress toward or interest in earning the CFA and/or CAIA designation (if not yet earned)
·2 – 7 years of work experience preferred, particularly in the investment industry
Compensation, Benefits & Training
At Callan, you can expect:
·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
As an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners. Visit www.callan.com/careers to learn more about Callan’s culture, benefits, and more.
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$70,000 - $110,000 a year
The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future.
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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 advises 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. Learn more about us at www.callan.com.
Callan is an equal opportunity employer.
Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage all, especially women, people of color, and those in the LGBTQ+ community, to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through diverse perspectives and experiences.
