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Associate Consultant - Callan
Associate Consultant - Callan
Associate Consultant - Callan
This position will be based in Callan’s Atlanta office. Our day-to-day environment is changing rapidly due to COVID-19,
and Callan is committed to prioritizing your safety. We are looking for a professional who is able to adapt to these
changes, which means initially working remotely, moving to a hybrid work schedule, and potentially returning to the office
full time.*
Strategic Planning:
• Engage with Callan team members in investigating and developing strategic advice and asset allocation analysis
for our clients
• Support the consulting team in providing guidance to our clients as they navigate financial markets and their own
changing circumstances
• Draft/review statements of investment policy
Performance Evaluation:
• Assist consultants in monitoring existing client portfolios by understanding and reviewing quarterly performance
measurement and ad-hoc reports
• Lead the production of custom quarterly executive summary reports, which are presented during client committee
and board meetings
• Create detailed analysis at the total fund level, asset class level, and investment manager level
• Prepare ad-hoc client presentations as needed
• Coordinate prep meetings with consulting team to ensure all client needs are met on a timely basis
Plan Implementation:
• Assist in manager/product research as needed
• Draft/review client and manager profiles for specific manager searches that are delivered to our clients as they
look to add or replace a manager within their lineup
• Coordinate meetings with the team and investment managers
• Assist in creating a plan to successfully implement manager transitions
Client Education:
• Assist in researching special topics for general consultants and clients
• Assist in developing customized educational information and/or seminars for clients
• Provide general consultants with quarterly capital markets detail
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New Business Development:
• Collaborate with Atlanta consultants and other departments to respond to requests for proposal, ensuring the
delivery of high-quality, well-written responses
• Assist in general marketing efforts as needed
• Assist in researching and providing consultants with information to build a successful relationship with prospective
clients
As an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become
equity partners.
Click here to learn more about Callan's culture, benefits, and more.
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About Callan
Founded in 1973, Callan is a one of the largest employee-owned investment consulting firms in the U.S., with more than
$3 trillion in assets under advisement. We provide thoughtful, research-driven advice to large institutional investors
including pension and defined contribution plans, endowments, foundations, insurance companies, and health care
organizations. Because we are independently owned and not beholden to outside shareholders, we help raise the industry
standard by orienting everything we do around our clients’ goals.
Callan has 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S.
Callan is an equal opportunity employer.
Please email a cover letter and resume referencing either “Atlanta Associate Consultant” or “Chicago Associate
Consultant” to hr@callan.com.
*Subject to applicable law, only fully vaccinated employees will be permitted to enter Callan offices, travel on company
business, and attend company sponsored events. A proof of vaccination will be required upon hire.