Callan seeks a fixed income manager research professional for the firm’s Global Manager Research Group in San Francisco. Job responsibilities include conducting investment manager research and manager searches, interfacing with clients and consultants, and contributing to asset class research and client education.
•Conduct fixed income manager/product research and analysis •Conduct manager searches within traditional and non-traditional US and non-US fixed income areas •Interact with Callan generalist consultants and clients on fixed income-related topics •Document research findings for internal consultant and external client use •Contribute asset class research to Callan’s published research efforts •Present asset class research at Callan client and industry conferences/events •Write semi-annual reviews on a specified group of fixed income strategies •Assist with client projects and requests as needed
Job Skills and Requirements
•A minimum of five years in the investment industry including three years in fixed income •Strong interest in the fixed income markets •Strong analytical skills •Detail oriented •Extremely responsive •Excellent communication skills, both written and verbal •Proactive, resourceful and results-oriented •Team player across all levels of the company •Ability to multi-task and be flexible •Willingness to travel •San Francisco-based candidates preferred
•BA/BS undergraduate degree required; graduate degree, CFA or CFA candidate preferred
Interested candidates should email a resume and cover letter, referencing the "Fixed Income Specialist" position, to our Human Resources department at 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.