Callan is seeking a professional with a minimum of two years investment industry experience to fill the position of Associate Consultant in our San Francisco office. The Associate Consultant will be relied upon to assist the general consultants in all phases of Callan's investment consulting to fund sponsor clients: strategic planning, implementation, performance evaluation, and education. Duties and functions include, but are not limited to:
•Create alternative asset mixes (efficient frontier) and graphs using Callan's proprietary software •Assist consultants in preparation of strategic analysis for clients •Draft/review statements of investment policy
•Assists in manager/product research as needed •Draft/review client and manager profiles for specific manager searches •Produce ad hoc analytics as needed
•Understand and review quarterly performance reports •Contribute to the production of client quarterly executive summary reports •Create detailed analysis at the total fund level, asset class level, and investment manager level •Produce ad hoc analytics as needed
•Assist in developing customized educational information and/or seminars for clients •Assist in researching special topics for general consultants •Provide general consultants with quarterly capital markets detail
•Responding to Requests-for-Proposal •Assist in general marketing effort as needed •Assist in researching prospective clients •Produce ad hoc analytics as needed
Candidates should have the following skills and characteristics:
•Strong communication skills, both oral and written •Excellent analytical capabilities •Ability to master knowledge of and use of Callan’s proprietary programs and systems •Strong knowledge of Microsoft programs (Word, Excel and PowerPoint) •Detail oriented with ability to multi-task and meet deadlines •Self-motivated and pro-active •Team player
•Minimum two years relevant industry experience •Bachelor’s degree required, preferably in finance, economics or related discipline •CFA charter holder, CFA candidate, graduate degree preferred.
Please email a resume and cover letter, referencing "Associate Consultant – SF" to firstname.lastname@example.org.
Callan LLC is an equal opportunity employer.
Additional Salary Information: Compensation
•Callan offers a competitive compensation package including base salary and annual bonus.
•Long-term successful research professionals may become equity partners in the firm.
•Callan offers a generous benefits package.
Callan was founded as an employee-owned investment consulting firm in 1973. Since then, we have empowered institutional clients with creative, customized investment solutions that are backed by proprietary research, reliable data, ongoing education, and decision support. Today, Callan advises on more than $2 trillion in total assets, which makes us among the largest independently owned investment ...consulting firms in the U.S. Our clients include public and private pension plan sponsors, endowments, foundations, operating funds, mid-market investment consulting firms, investment managers, and financial intermediaries.
Ours is a talent-led industry, and we consider our team to be Callan’s greatest competitive advantage. We strongly believe that independent employee ownership translates into a valuable sense of continuity for our clients, as it enables us to attract and retain our industry's top professionals.