Callan

Associate Consultant

Callan

full-time

Posted on:

Location Type: Hybrid

Location: Atlanta • United States

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About the role

  • 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

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)
  • 1 - 5 years of work experience preferred, particularly in the investment industry
  • Progress toward or interest in earning the CFA and/or CAIA designation, if not yet earned
  • 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 presentation and writing skills (and the desire to continue to develop both)
  • Strong attention to detail, quality, ability to meet deadlines, and communicate when issues arise
  • Ability to effectively communicate verbally and in writing
  • Build and maintain relationships internally and externally
  • Interest in the capital markets in general and the institutional investment landscape in particular
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.

Hard Skills & Tools
investment analysisasset allocationperformance evaluationfinancial marketsinvestment policy statementsportfolio monitoringproject planningdata analysisstrategic planningbusiness development
Soft Skills
collaborationtime managementprioritizationfeedback integrationpresentation skillswriting skillsattention to detailcommunicationrelationship buildingteamwork
Certifications
CFACAIA