Callan

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

Investment Consultant