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Senior Private Markets Consultant
Callan LLC
About the Position 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: Strategic Planning
Marketing/Business Development
Manager Sourcing
Manager Due Diligence
Monitoring
Research and Education
Contribute Positively to Callan Corporate Culture
Minimum Qualifications 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. About Callan 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 hr@callan.com. Callan LLC is an equal opportunity employer.
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