Callan is seeking an Associate Consultant (Analyst) to join our Summit, New Jersey Fund Sponsor Consulting Group. In this role, you will support field consultants in strategic planning, performance evaluation, plan implementation, education, and business development. You will collaborate with specialty research teams to support the delivery of solutions to institutional clients, including corporate and public retirement plans, endowments, and more on either a discretionary or non-discretionary basis. We are looking for someone with a strong interest in capital markets, exceptional project management skills, intellectual curiosity, and a passion for building lasting client relationships. Strong attention to detail and effective written and verbal communication skills are essential. Over time, you will increase your level of responsibility to ultimately grow into a field consultant and manage your own client relationships.

 

This position will be expected to work a hybrid schedule with three in-office days a week, Tuesday through Thursday.

 

Callan believes that our organization and culture are made stronger through diverse perspectives and experiences. Along with having an appreciation for Callan’s unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than your years of experience.

Strategic Planning:

·         Assist the consulting team in developing project plans and annual reviews

·         Engage with Callan team members in researching and developing strategic advice and asset allocation analysis

·         Support the consulting team in providing guidance to clients as they navigate financial markets and their own changing circumstances

·         Draft/review statements of investment policy

·         Ensure timely delivery of reports produced by other teams within the firm

 

Performance Evaluation:

·         Coordinate prep meetings with consulting team to ensure client needs are met on a timely basis

·         Work closely with the performance measurement team and assist consultants in monitoring existing client portfolios by understanding and reviewing quarterly performance measurement and ad-hoc reports

·         Take ownership over the production of custom quarterly executive summary reports and commentary, 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

 

Plan Implementation:

·         Assist in manager/product research as needed

·         Draft/review client and manager profiles for specific client manager searches

·         Coordinate meetings with the internal teams and investment managers

 

Client Education:

·         Assist in researching special topics for consultants and clients

·         Assist in developing customized educational information and/or seminars for clients

·         Customize quarterly capital markets information as needed

·         Present at educational workshops and webinars

 

New Business Development:

·            Collaborate with consultants and other departments to respond to requests for proposal, ensuring the delivery of high-quality, well-written and timely materials

·            Assist in general marketing efforts as needed

·            Assist in researching and providing consultants with information to build a successful relationship with prospective clients

You should have a demonstrable interest in investing and capital markets; ask questions unabashedly and strive to fully understand the responses you receive; be proactive in working with senior consultants and demonstrate strong time and project management skills; be grounded in a strong sense of ethics and will act with humility and accountability in your work; and, keep client interests at the forefront as you work with and support your Callan colleagues.

 

Skills

·         Ability to collaborate effectively on cross-functional teams in a collegial fashion

·         Strong time management skills and ability to prioritize and manage multiple projects efficiently

·         Demonstrated ability to receive and integrate feedback

·         Strong presentation and writing skills (and the desire to continue to develop both)

·         Attention to detail and ability to meet deadlines

·         Ability to effectively communicate verbally and in writing

·         Build and maintain relationships internally and externally

·         Interest in the capital markets in general and the institutional investment landscape in particular

 

Characteristics

·         Passionate about learning and seeking information to uncover answers and generate new ideas; including the ability to ask for help when needed

·         Self-motivated and proactive, able to work independently and without supervision

·         Emphasis on team over self

 

Education and Experience

·         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)

·         Progress toward or interest in earning the CFA and/or CAIA designation (if not yet earned)

·         2 – 7 years of work experience preferred, particularly in the investment industry

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. Visit www.callan.com/careers to learn more about Callan’s culture, benefits, and more.

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 roughly 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 is an equal opportunity employer.