Independent Adviser Group - Senior Analyst

About the Position

Callan seeks a senior analyst to join our Independent Adviser Group (IAG) in our Atlanta office. In this role, you’ll support senior consultants in serving a select number of financial intermediary clients nationwide. You’ll collaborate with the IAG team and other Callan specialty research teams to deliver insight and solutions to financial intermediary clients. We’re seeking someone with a strong interest in capital markets, exceptional project management skills, intellectual curiosity, and a passion for building lasting client relationships.

This position will be based in Callan’s Atlanta office location, working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office.

Callan believes our organization and culture are made stronger through a broad array of perspectives and experiences. Collaborating with various teams throughout the company, you will work with some of the highest quality and most complex clients in the country to help them achieve their investment goals. Along with having an appreciation for Callan’s unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than your years of experience.

Callan’s Independent Adviser Group has been a trusted partner to established financial intermediaries, wealth advisory, and middle‑market consulting firms for over 30 years. IAG sits at a unique intersection between Callan’s traditional clients, large institutional fund sponsors, and the middle‑market clients of our IAG members. As a member of the IAG team, you will have a unique view of the wide range of allocations and strategies utilized by taxable investors and institutions of all sizes.

The IAG team supports not only the investment programs of our IAG member firms but is also exposed to the business aspects of running an advisory practice focused on the middle market.

Client Servicing:

• Support ad‑hoc IAG member firm requests
• Support client use of Callan tools and access to our information
• Coordinate with IAG team to respond to client requests in a timely manner
• Expect limited client travel in year one; travel may occur with more frequency thereafter

Manager Research and Platform Support:

• Serve as senior analyst to IAG Members involved in manager research
• Assist team in keeping research, insights, and updates timely and on point
• Using Callan tools as a primary source, provide analytical support to research team
• Lead the production of MAX and UMA manager search books and portfolio analysis
• Coordinate with the IAG team to ensure all platform strategies have updated Callan collateral, including strategy and terms sheets
• Assist with responding to ad‑hoc client inquiries and ensure that client needs are met

Client Analytical Support, Training, and Reporting:

• Develop proficiency in PEP, our proprietary software, and become point person for IAG member PEP training (coordinating with Callan’s Analytical Solutions Group)
• Assist the IAG consulting team and clients with developing customized client reports (DC, ESG, Endowment and Foundation, UMA report) and provide training for clients as appropriate
• Develop proficiency with Callan
  
  DNA and become the point person for IAG member Callan
  
  DNA training
• Assist in researching special topics for IAG consultants and clients
• Coordinate with Callan’s Client Report Services group to prepare custom, quarterly institutional client performance measurement reports
• Assist the IAG consulting team and clients with alternatives performance reporting, developing reports to incorporate public and private markets performance evaluations

Client Policy:

• Assist with research and analysis of capital markets and industry trends and develop diversified manager structures
• Assist with IAG member asset allocation projects

New Business Development:

• Support IAG team new client development as needed, including supporting RFP responses and ad‑hoc prospect requests

You should have a demonstrable interest in investing and capital markets; ask questions unabashedly and strive to fully understand the responses you receive; be proactive…