Associate Consultant, Atlanta

Callan LLC
Atlanta, Georgia
Salaried, exempt, commensurate with experience
17 Mar 2023
16 Apr 2023
Industry Sector
Consulting Firm
Employment Type
Full Time

As an associate consultant, you will assist the consulting team in all phases of Callan's investment consulting to asset owner clients, including strategic planning, investment implementation, performance evaluation, education, and new business development. Our team works with institutional clients, including corporate and public retirement plans, endowments and foundations, taxable trusts, insurance assets, etc. on either a discretionary or non-discretionary basis. Our goal is to identify a candidate with a genuine interest in capital markets and investing, intellectual curiosity, strong  project management skills, and a true appreciation for the value of building strong, trusted relationships with clients. 2-5 years of financial industry experience is preferred.


Please note: This position will be based in our Atlanta office, working a hybrid schedule Our day-to-day environment is changing due to COVID-19, and Callan is committed to prioritizing your safety. Our ideal candidate will be able to adapt to these changes, as required

Primary Duties


Strategic Planning:

·        Coordinate and manage resources for client projects

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

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

·        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


Performance Evaluation:

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

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

·        Lead 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 manager searches that are delivered to our clients as they look to add or replace a manager within their lineup

·        Coordinate meetings with the internal teams and investment managers

·        Assist in creating a plan to successfully implement manager transitions 


Client Education:

·        Assist in researching special topics for general consultants and clients

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

·        Provide general consultants with quarterly capital markets detail


New Business Development:

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

·        Assist in general marketing efforts as needed

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



Job Skills & Requirements


The individual in this role will have a keen and demonstrated interest in investment and following the markets. They will ask questions unabashedly and listen intently to the responses they receive. The individual will be proactive in working with senior consultants and demonstrate strong time management and project management skills. The person in this role will be grounded in a strong sense of ethics and will act with humility and accountability in their work, keeping clients at the forefront as they work with and support their Callan teammates. Finally, the person in this role embraces diversity, equity, and belonging as key tenets of an impactful culture and a successful business.



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

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

·       Demonstrated ability to receive and integrate feedback

·       Strong basis for 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

·       Knowledge of the capital markets in general and the institutional investment landscape in particular



·       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

·       Willingness and ability to travel, if/when required


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 Charterholder (if not yet earned)

·       2-4 years of experience preferred, particularly in the investment industry




Compensation, Benefits & Training

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 to learn more about Callan’s culture, benefits, and more.


About Callan

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

Callan LLC is an equal opportunity employer.

Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage all, especially women, people of color, and those in the LGBTQ+ community, to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through diverse perspectives and experiences.

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