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: Strategic Planning: •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
Implementation: •Assists in manager/product research as needed •Draft/review client and manager profiles for specific manager searches •Produce ad hoc analytics as needed
Performance Evaluation: •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
Education: •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
New Business: •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
Qualifications: •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.
Additional Salary Information: 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.
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 six offices throughout the U.S.