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Associate Consultant, San Francisco or Portland

Employer
Callan LLC
Location
San Francisco or Portland
Salary
$70,000 - $110,000 annual base salary
Closing date
Jun 14, 2024

View more

Job Function
Investment Advisor/Consultant, Other
Industry Sector
Consulting Firm
Employment Type
Full Time
Education
Bachelors

Job Details

Callan is seeking a new team member to join our West Coast Fund Sponsor Consulting Group in either our San Francisco, CA headquarters or Portland, OR regional office. As an associate consultant, you will assist the general consultants in all phases of the investment consulting process including strategic planning, plan implementation, performance evaluation, education, and business development. General consultants are directly responsible for managing client relationships and, with the support of Callan’s specialty research groups, delivering recommendations and solutions to Callan clients. We work 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 and time management skills, and a true appreciation for the value of building strong, trusted relationships with clients. Over time, you will be expected to increase your level of responsibility to ultimately grow into managing your own client relationships.

What’s unique about this role?

Callan believes that our organization and culture are made stronger through diverse perspectives and experiences. Collaborating with diverse teams throughout the company, you’ll work with some of the highest quality and most complex clients in the country to help them achieve their investment goals. 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.

Primary Duties

Strategic Planning:

  • Coordinate and manage resources for client projects
  • 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

Performance Evaluation:

  • Coordinate prep meetings with consulting team to ensure all 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
  • 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
  • Customize quarterly capital markets information as needed
  • Present at educational workshops and webinars

New Business Development:

  • Collaborate with Denver 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

Job Skills & Requirements

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 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

 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
  • Willingness and ability to travel (generally on the West Coast), if/when require 

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) 2-4 years of experience preferred (but not required), 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 www.callan.com/careers 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 www.callan.com.

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.

Company

About Callan

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.

Further information regarding Callan can be found on our website at www.callan.com.

Company info
Website
Telephone
4159745060
Location
One Bush Street
Suite 700
San Francisco
CA
94104
United States

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