As an associate consultant, you will assist the general consultants in all phases of Callan's investment consulting to asset owner clients, including strategic planning, investment implementation, performance evaluation, education, and new business development. Callan believes that our organization and culture are made stronger through diverse perspectives and experiences.
This position will be based in Callan’s Atlanta office. Our day-to-day environment is changing rapidly due to COVID-19, and Callan is committed to prioritizing your safety. We are looking for a professional who is able to adapt to these changes, which means initially working remotely, moving to a hybrid work schedule, and potentially returning to the office full time.*
As an associate consultant, you will be supporting investment consultants in:
Engage with Callan team members in investigating and developing strategic advice and asset allocation analysis for our clients
Support the consulting team in providing guidance to our clients as they navigate financial markets and their own changing circumstances
Draft/review statements of investment policy
Assist consultants in monitoring existing client portfolios by understanding and reviewing quarterly performance measurement and ad-hoc reports
Lead the production of custom quarterly executive summary reports, 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
Coordinate prep meetings with consulting team to ensure all client needs are met on a timely basis
Assist in manager/product research as needed
Draft/review client and manager profiles for specific manager searches that are delivered to our clients as they look to add or replace a manager within their lineup
Coordinate meetings with the team and investment managers
Assist in creating a plan to successfully implement manager transitions
Assist in researching special topics for general consultants and clients
Assist in developing customized educational information and/or seminars for clients
Provide general consultants with quarterly capital markets detail
New Business Development:
Collaborate with Atlanta consultants and other departments to respond to requests for proposal, ensuring the delivery of high-quality, well-written responses
Assist in general marketing efforts as needed
Assist in researching and providing consultants with information to build a successful relationship with prospective clients
*Subject to applicable law, only fully vaccinated employees will be permitted to enter Callan offices, travel on company business, and attend company sponsored events. A proof of vaccination will be required upon hire.
Education & Characteristics
We’re looking for a teammate who:
Holds a 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)
Is interested in becoming a CFA or CAIA Charterholder (if not yet earned) or in attaining an MBA
Values diversity, equity, and belonging as key tenets of an impactful culture and successful business
Has a keen and demonstrated interest in investing and following the markets
Asks questions unabashedly and listens intently, and asks for help when needed
Admits to not having all of the answers but is determined to do what it takes to find them
Demonstrates passion for learning and seeking new ideas
Enjoys working within a team to find the right solutions for clients
Believes that acting ethically is paramount in everything you do
Is willing to hone writing and presentation skills (and any other skills) and is open to feedback
Understands the importance of attention to detail, strong organizational skills, prioritization of tasks, and meeting deadlines
Acts with humility and expects to be held accountable for your work and actions alongside your team
Maintains a sense of humor in a challenging industry while supporting the team and always putting our clients first
Works well remotely as we navigate the continued pandemic work environment
Seeks to constantly improve and looks for ways to create an impact and better outcomes for the organization and our clients
Please email a cover letter and resume referencing “Atlanta Associate Consultant” to firstname.lastname@example.org.
Additional Salary Information: 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.
About Callan LLC
Founded in 1973, Callan is a one of the largest employee-owned investment consulting firms in the U.S., with more than $3 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.
Callan LLC is an equal opportunity employer.