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As a senior private markets consultant in Callan’s Alternatives Consulting group, you will provide senior leadership to the private markets consulting team and work collaboratively with Callan’s institutional clients and consultants to implement private markets portfolios, including private equity (venture/growth and buyouts), private credit, and natural resources. You will report to the head of the Alternatives Consulting group.
What's unique about this role?
Your primary focus will be leading client relationships and contributing to new business development. Your secondary focus will be manager research on private markets funds and presenting investment recommendations.
Duties and functions include, but are not limited to:
Develop strategy to allocate across various private markets sectors based on the relative attractiveness of the opportunity set
Employ a capital budget and cash flow model to guide future commitments
Write appropriate investment policy statement language for the private markets asset class
Present strategic recommendations to Callan clients
Identify new business prospects and develop collateral for introductory meetings
Represent Callan at industry conferences to promote the group’s visibility and establish connections with industry participants
Review RFP submissions and assist with drafting language
Proactively identify attractive fund investment opportunities and negotiate capacity for Callan clients
Coordinate and lead manager meetings and post meeting notes to Callan’s internal database on a timely basis
Develop a research coverage strategy (market map) to identify high-interest strategies for designated private markets sectors
Manager Due Diligence
Collaborate with ACG team to conduct comprehensive due diligence on prospective fund investments
Compile due diligence materials and review with internal Callan committees and clients
Present fund investment recommendations to Callan clients
Present an annual private markets program review to Callan’s clients
Deliver performance measurement and qualitative monitoring reports to clients
Assess the current market environment and industry trends to help guide private markets portfolio implementation
Attend regular manager meetings, including Annual General Meetings (AGMs), and post summary notes to Callan’s internal database
Research and Education
Deliver education presentations for Callan Institute webinars and presentations
Contribute to topical research pertaining to private markets related topics of interest
Contribute Positively to Callan Corporate Culture
Provide senior leadership within the Alternatives Consulting group to help guide the growth of the team and mentor younger team members
Work constructively with colleagues in the group and across the broader organization
Utilize Callan’s internal committees to ensure client recommendations and deliverables are of consistently high quality
Assist with requests from Callan consultants, the Callan Institute, and the Published Research Group in a timely and efficacious manner
Over 10 years of demonstrated experience in private markets manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships. CFA and/or CAIA preferred.
Compensation and Benefits:
Callan offers a generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical, tuition assistance, and more. Being employee-owned, Callan is committed to giving long-term successful professionals an opportunity to become equity partners in the firm.
Founded in 1973, Callan is a one of the largest employee-owned investment consulting firms in the U.S., with more than $2 trillion in assets under advisement. We provide thoughtful, research-driven advice to large institutional investors including pension and defined contribution plans, endowments, foundations, insurance companies, and health care organizations. Because we are independently owned and not beholden to outside shareholders, we help raise the industry standard by orienting everything we do around our clients’ goals.
Callan has 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at www.callan.com.
Please email a cover letter and resume referencing “Senior Private Markets Consultant” to firstname.lastname@example.org.
Callan LLC is an equal opportunity employer.
About Callan LLC
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $2 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. We use 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 seven offices throughout the U.S.
Further information regarding Callan can be found on our website at www.callan.com