Investment Consultant – Fund Sponsor Consulting

Callan

Investment Consultant providing advisory services to institutional clients. Managing client relationships, conducting investment research, and developing new business opportunities.

Posted 6/22/2026full-timeAtlanta • California, Colorado, Illinois, New Jersey, Oregon • 🇺🇸 United StatesSeniorLead💰 $100,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree required
CFA and/or CAIA designations preferred, or progress toward one or both designations
7-10+ years of experience, some or all in an investment consulting capacity
Knowledge of the capital markets in general and the institutional investment landscape in particular
Ability to form supportable opinions and recommendations and succinctly communicate to coworkers and clients
Ability to work with a team in a collegial and collaborative fashion and share ideas in a constructive manner
Strong time and project management skills and ability to adjust priorities during particularly busy periods
Success managing multiple client relationships and projects simultaneously
Ability to communicate clearly, concisely, and confidently in writing and in presentations
Demonstrated passion for learning and seeking new ideas
Success in developing new client relationships.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

investment consultingasset allocationmanager selectionperformance measurementresearch and analysispresentation developmentrequest for proposal (RFP) writingclient relationship managementproject managementcapital markets knowledge

Soft Skills

collaborationcommunicationtime managementproject managementteamworkclient responsivenessconstructive feedbackpassion for learningrelationship buildingexcellence in service

Certifications

CFACAIABachelor's degree