Independent Adviser Group - Senior Analyst

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.

Please note: 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 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 CallanDNA and become the point person for IAG member CallanDNA 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 in working with senior consultants 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

·        Effective and professional communication, presentation, and writing skills, and the desire to continually learn and develop over time

·        Excellent organizational skills, strong attention to detail, and the ability to prioritize work to meet deadlines even during the busiest times

·        Build and maintain relationships internally and externally

·        Knowledge of 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

·        Willingness and ability for a modest level of travel, if/when required

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)

·        2 – 7+ 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)

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.

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor 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.