Real Assets Consultant

About the Position

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:

  • Strategic Planning: Develop recommendations related to asset allocation, manager structure, and investment policies.

  • Plan Implementation: Conduct manager due diligence, evaluations, and searches.

  • Performance Evaluation: Monitor client portfolios through quarterly performance measurement and ongoing manager due diligence.

  • Research and Education: Research and respond to client needs and requests with relevant, actionable insights.

• Develop deep expertise in designated Real Assets segments and contribute insights to Callan’s research and thought leadership initiatives through research papers, workshops, and educational seminars.

• Identify and lead projects and initiatives that advance the firm’s goals and enhance its capabilities.

• Build and maintain strong industry relationships while representing Callan at industry events, manager conferences, and other external engagements.

• Collaborate with and support colleagues by sharing knowledge, providing guidance, and fostering a high-performing team environment.

• Promote a culture of excellence, continuous learning, and professional development.

• Uphold and contribute to Callan’s culture, values, and commitment to delivering exceptional client service.

Job Skills & Requirements

Skills:

• Deep knowledge of the real asset capital markets in general and the investment landscape in particular

• Ability to form supportable opinions and succinctly communicate with coworkers and clients

• Demonstrated experience sourcing and developing new client relationships

• Ability to work with a team in a collegial fashion

• Success managing multiple client relationships and projects simultaneously

• Ability to communicate clearly, concisely, and confidently in writing and in presentations

• Demonstrated passion for learning and seeking new ideas

• Fantastic sense of humor. (Trust us. You’ll need it.)

Characteristics:

• Detail-oriented

• Self-motivated and proactive

• Emphasis on team over self

• Willingness and ability to travel

• Ongoing desire to learn and a drive to improve

• Ability to work effectively in a small- to mid-sized organization

• Active Listener

Education & Experience:

• Bachelor’s degree required; graduate degree preferred

• CFA or CAIA preferred or progress toward one or both designations

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 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 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.   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.