Investment Consultant - Fund Sponsor Consulting Group

Investment Consultant

Callan is seeking a new team member to join our Investment Consulting Group. As an investment consultant on our team, you will work directly with institutional asset owners on either a discretionary or non-discretionary basis and serve as a trusted adviser, manage client relationships, conduct investment research and strategic investment projects, and develop new business. You will work with institutional clients (including corporate and public retirement plans, endowments and foundations, healthcare systems, taxable trusts, insurance assets, for example) and will also work closely with Callan's specialty research groups to provide asset allocation, implementation advice, manager research, and performance monitoring services to our clients.

Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues. For this role, consulting experience with client types including insurance, corporate retirement plans, public funds, healthcare, or non-profit entities is strongly preferred.

This position may be based in any of Callan's offices in Atlanta, GA;
Chicago, IL;
Denver, CO;
Portland, OR;
San Francisco, CA; or Summit, NJ. Preference will be given to candidates located in or willing to work from the Denver, Atlanta, or Summit offices. The candidate is expected to work a hybrid (office/home) schedule, with a minimum of 3 days a week in the office, when not traveling for client meetings.

Callan holds a unique position in the investment industry, working with asset owners, investment managers, custodians, and other service providers in an ever-changing capital market, legal, and regulatory environment. As an investment consultant, you will collaborate with colleagues throughout the company, and work with some of the highest-quality and most complex asset owners in the country to help them achieve their investment goals.

Callan believes that our organization and culture are made stronger through diverse perspectives and experiences. 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 years of experience.

• 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 customise 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…