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Callan
Atlanta GA, Chicago IL, Denver CO, Portland OR, Summit NJ, San Francisco (HQ) CA
Source: Callan careers · View original posting
From Callan's posting. “We” and “our” refer to the employer.
Callan is seeking a new team member to join our Real Assets team. As a Real Assets Consultant at Callan, a leading independent investment consulting firm, you will have an opportunity to support some of the largest, most sophisticated institutional investors in the U.S., including pension and defined contribution plans, endowments, foundations, insurance companies, and healthcare organizations.
Our goal is to identify a candidate with a genuine interest in real assets investments, data analysis, and reporting, has investment knowledge, intellectual curiosity, strong project and time management skills, and a true appreciation for the value of building strong, trusted relationships with clients and fellow Callan colleagues.
This position will be based in any of Callan’s offices, Atlanta, GA; Chicago, IL; Denver, CO; Portland, OR; San Francisco, CA; or Summit, NJ. The candidate is expected to work a hybrid (office/home) schedule, with a minimum of 3 days a week in the office.
As a consultant on the Real Assets Consulting team at Callan, a leading independent investment consulting firm, you will join a collaborative group of research and consulting professionals responsible for the asset classes of real estate, infrastructure, farmland, and timberland. The team manages relationships with Callan’s institutional investor clients, assisting them in all phases of the investment process, including strategic planning, plan implementation, manager due diligence, performance evaluation, and research and education.
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.
Primary Duties
Serve as the lead or back-up Real Assets consultant for approximately three to five client relationships, depending on experience level, generating more than $500,000 in annual revenue through exceptional client service and new business development.
Partner with Real Assets consultants and applicable Callan oversight committees to deliver thoughtful, timely, and proactive investment consulting services across the Real Assets class, including:
Compensation
· 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
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 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.
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.
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.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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