Associate Consultant - Atlanta

Callan is seeking an Associate Consultant (Analyst) to join our Atlanta, GA Fund Sponsor Consulting Group. In this role, you will support consultants in assisting clients with strategic planning, performance evaluation, plan implementation, education, and business development. You will 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 on both a discretionary or non-discretionary basis. We are looking for someone with a strong interest in capital markets, exceptional project management skills, strong communication skills, intellectual curiosity, and a passion for building lasting client relationships. Strong attention to detail and effective written and verbal communication skills are essential.

This role provides a foundation for long-term growth at the firm. Over time, as you gain experience and take on greater responsibility, you may have the opportunity to develop into an investment consultant and manage client relationships.

This role requires a hybrid schedule with three in-office days each week, Tuesday through Thursday.

What’s Unique about This Role? 

Callan believes that our organization and culture are made stronger through diverse perspectives and experiences. Collaborating with diverse 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.

Primary Duties

Strategic Planning:

• 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 and their own changing circumstances
• Draft/review investment policy statements
• Ensure timely delivery of reports produced by other teams within the firm, including keeping projects on schedule and conducting detailed reviews of materials

Performance Evaluation:

• Work closely with the performance measurement team and assist consultants in monitoring existing client portfolios by understanding and reviewing monthly and quarterly performance measurement and ad-hoc reports and ensure accuracy of results
• Take ownership over the production of custom quarterly executive summary reports and commentary, which are presented during client staff, committee, and board meetings
• Create detailed analysis and commentary at the total fund level, asset class level, and investment manager level
• Prepare ad-hoc client presentations as needed
• Willingness and ability to learn Callan’s internal tools for performance review and analysis

Plan Implementation:

• Assist in investment manager/strategy  research as needed
• Draft/review client and manager profiles for specific client manager searches
• Coordinate meetings with the internal teams, investment managers, and clients
• Serve as a liaison with clients, investment managers, and other areas of the firm
• Assist consultants with a variety of strategic client projects, including managing processes and ensuring quality

Client Education:

• Assist in researching special topics for consultants and clients
• Assist in developing customized educational information and/or seminars for clients
• Customize quarterly capital markets information as needed
• Present at educational workshops and webinars

New Business Development:

• Collaborate with consultants and other departments to manage responses to requests for proposal, ensuring the delivery of high-quality, well-written, and timely materials
• Assist in general marketing efforts as needed
• Assist in researching and providing consultants with information to build a successful relationship with prospective clients

Job Skills & Requirements

You should have a demonstrable interest in investments and capital markets; ask questions unabashedly and strive to fully understand the responses you receive; be proactive in working with consultants, peers, and colleagues  and demonstrate strong time and project management skills; be grounded in a strong sense of ethics and will act with humility and accountability in your work; and, keep client interests at the forefront as you work with and support your Callan colleagues.

Skills

• 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

Characteristics

• Passionate about learning and seeking information to uncover answers and generate new ideas, including the ability to ask for help when needed
• Self-motivated and proactive, able to work independently and without supervision
• Emphasis on team over self and able to collaborate in a collegial and respectful manner

Education and Experience

• 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

Compensation, Benefits & Training

At Callan, you can expect:

• 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

As an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners. Visit www.callan.com/careers to learn more about Callan’s culture, benefits, and more.

About Callan

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions that are backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.

Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at www.callan.com.

Callan is an equal opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.