Callan

Client Services Representative

• As a Performance Analyst in the Client Report Services (CRS) group, you’ll be responsible for calculating and verifying portfolio returns and characteristics.
• You’ll produce investment measurement reports that provide important insights into the performance of our client portfolios.
• Calculate returns using custodial statements.
• Reconcile returns with investment managers.
• Obtain client information from investment managers/recordkeepers.
• Generate portfolio characteristics.
• Verify dividends/capital changes.
• Interact with clients and consultants on report content.
• Check returns and analysis for content and reasonability.
• Respond to special requests.

Performance Analyst

Financial Planning and Analysis

• Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education
• Collaborate on asset/liability and asset/spending studies, asset allocation reviews, and investment structure analysis
• Monitor existing client portfolios by reviewing periodic performance measurement reports, attending ad-hoc manager meetings, and collaborating on annual manager reviews
• Lead searches for new investment managers, either for new allocations or to replace existing managers
• Research and respond promptly to all client requests
• Present information and research to clients in various settings
• Be responsive to clients and colleagues and strive for excellence in all areas
• Assist in developing customized educational information and/or presentations for clients
• Coordinate research efforts for clients
• Contribute to topical white papers, blog posts, and other research
• Represent Callan and participate (or present) at industry events, including events hosted by Callan
• Actively generate new client relationships
• Research prospective clients and work collaboratively with consultants across the firm, as necessary
• Collaborate with associate consultants to contribute to writing high-quality requests for proposal (RFPs)
• Work closely with associate consultants to create and customize finals presentation materials
• Develop and actively participate in finals presentations
• Foster our collaborative and client focused culture
• Care about and contribute to the career development of our associate consultants and analysts
• Contribute positively to internal teams to make Callan a better company for our clients and for our colleagues

Senior Investment Consultant – Fund Sponsor Consulting Group

• Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education
• Collaborate on asset/liability and asset/spending studies, asset allocation reviews, and investment structure analysis
• Monitor existing client portfolios by reviewing periodic performance measurement reports, attending ad-hoc manager meetings, and collaborating on annual manager reviews
• Lead searches for new investment managers, either for new allocations or to replace existing managers
• Research and respond promptly to all client requests
• Present information and research to clients in various settings
• Be responsive to clients and colleagues and strive for excellence in all areas
• Assist in developing customized educational information and/or presentations for clients
• Coordinate research efforts for clients
• Contribute to topical white papers, blog posts, and other research
• Actively generate new client relationships
• Research prospective clients and work collaboratively with consultants across the firm, as necessary
• Collaborate with associate consultants to contribute to writing high-quality requests for proposal (RFPs)
• Work closely with associate consultants to create and customize finals presentation materials
• Develop and actively participate in finals presentations
• Foster our collaborative and client focused culture
• Care about and contribute to the career development of our associate consultants and analysts
• Contribute positively to internal teams to make Callan a better company for our clients and for our colleagues