Associate Consultant
Callan
full-time
Posted on:
Location Type: Hybrid
Location: Summit • New Jersey • United States
Visit company websiteExplore more
Salary
💰 $70,000 - $80,000 per year
About the role
- Support field consultants in strategic planning, performance evaluation, plan implementation, education, and business development
- Collaborate with specialty research teams to support the delivery of solutions to institutional clients
- Assist in developing project plans and annual reviews
- Ensure timely delivery of reports produced by other teams within the firm
- Coordinate prep meetings with consulting team to ensure client needs are met on a timely basis
- Assist in manager/product research as needed
- Present at educational workshops and webinars
- Collaborate with consultants and other departments to respond to requests for proposal
Requirements
- 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
- 1 - 3 years of work experience preferred, particularly in the investment industry
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
strategic planningperformance evaluationbusiness developmentcollaborationproject planningtimely deliverypresentation skills
Certifications
CFACAIA