Callan is seeking a senior-level professional with a minimum of seven years of investment consulting or related experience in real assets. In this role, you will maintain a full client load, which includes providing investment consulting services to large retirement plans, endowments, foundations, or other similar types of asset pools. This position will preferably be located in Callan’s Chicago office.
What’s unique about this role?
The Real Assets Consulting group within Callan is responsible for evaluating real estate, timberland, farmland, and infrastructure investment strategies and managers. You will work closely with clients to develop portfolio strategies, pacing plans, investment policy, and to find investment managers that best suit the clients’ needs. Producing topical and actionable research and education is vitally important to Callan, and you will have an opportunity to participate in research initiatives in this role.
Depending on your experience level, act as the lead or back-up consultant to approximately three to five client relationships generating more than $500,000 in revenues per year through a combination of servicing existing clients and generating new business.
Service clients in a timely and proactive manner. Working with other real assets consultants and applicable Callan oversight committees, you will direct and deliver client work for the real assets asset class encompassing:
Plan implementation: Conducting manager due diligence, evaluations, and searches
Performance evaluation: Monitoring existing client portfolios through reviewing quarterly performance measurement reports and manager due diligence
Research and education: Researching and responding to all client requests
Support the real assets research activities by covering segments within real assets, and become an expert in the identified areas.
Actively participate and add value to Callan’s research initiatives through writing research papers, workshop delivery, and educational seminar participation.
Proactively work on projects that help the firm as a whole.
Represent Callan well at industry events, manager conferences, etc.
Guide and motivate colleagues and foster a team environment.
Encourage excellence and increased knowledge.
Support Callan’s culture and philosophy.
Compensation and Benefits
Callan offers a generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical, tuition assistance, and more. Being employee-owned, Callan is committed to giving long-term successful professionals an opportunity to become equity partners in the firm.
Founded in 1973, Callan is a one of the largest employee-owned investment consulting firms in the U.S., with more than $2 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. Learn more about us at www.callan.com.
Please email a cover letter and resume referencing “Real Assets Consultant” to email@example.com.
Job skills and requirements:
Excellent communication skills, both written and verbal
Strong analytical capabilities; detail-oriented
Strong sales skills
Proactive, resourceful, and results-oriented
Must work independently and as part of a close team
Minimum of seven years industry experience working with real assets
Callan LLC is an equal opportunity employer
Additional Salary Information: Being employee-owned, Callan is committed to giving long-term successful professionals an opportunity to become equity partners in the firm.
About Callan LLC
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 advises on more than $2 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. We use 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 seven offices throughout the U.S.
Further information regarding Callan can be found on our website at www.callan.com
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