Callan

Consultant

• Support consultants in assisting clients with strategic planning, performance evaluation, plan implementation, education, and business development
• Collaborate with specialty research teams to support the delivery of solutions to institutional clients, including corporate and public retirement plans, endowments and foundations, healthcare systems, and more
• Assist the consulting team in developing project plans and annual reviews
• Coordinate quarterly prep meetings with consulting teams to ensure client needs are met on a timely basis
• 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
• Draft/review investment policy statements
• Ensure timely delivery of reports produced by other teams within the firm
• Work closely with the performance measurement team and assist consultants in monitoring existing client portfolios
• Create detailed analysis and commentary at the total fund level, asset class level, and investment manager level
• Assist in investment manager/strategy research as needed
• Serve as a liaison with clients, investment managers, and other areas of the firm

Associate Consultant

Vice President

• Represent Callan at industry events (e.g., AIMSE)
• Manage annual Callan Institute membership renewals with existing clients
• New Institute client membership development for membership growth
• Promote Callan College, Master Class, and Callan On Demand Education (CODE) sales
• Support Institute clients and client use of Callan tools, research, and education. Develop proficiency in proprietary tools including PEP and CallanDNA to support and assist client use
• Proactive client outreach
• Attend Institute in-person events and interact with investment manager clients (Callan hosted conferences, workshops, etc.)
• Attend virtual Institute educational events and focus groups
• Respond to client informational requests
• Travel as needed to provide in-person industry trends and updates to clients
• Oversee the day-to-day functions of the ICG. Manage two team members including one senior consultant and one associate consultant
• Track metrics on Institute membership, as well as Callan College for Managers and Master Class attendance
• Track and maintain metrics on research requests
• Foster our collaborative and client-focused culture
• Coordinate across the ICG team, Callan’s Institute team, and broader Callan organization
• Host and participate in the “Callan College for Managers” and master classes. Provide support and education to attendees before and during sessions. Lead the {insert} session
• Host quarterly Market Intelligence calls for Institute clients including an interview segment with a subject matter expert
• Be an active voice and advocate for investment manager clients regarding Institute programming, research development, trends and areas of interest

Associate Consultant

Senior Vice President – Institutional Consulting