Callan · 1 month ago
Investment Consultant, Atlanta
Atlanta, GA
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expCallan is an employee-owned investment consulting firm seeking a new team member to join their Southeast Fund Sponsor Consulting Group in Atlanta. The Investment Consultant will work directly with institutional asset owners, manage client relationships, conduct investment research, and develop new business opportunities.
Consulting
No H1B
Responsibilities
Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education
Collaborate on asset/liability and asset/spending studies, asset allocation reviews, and investment structure analysis
Monitor existing client portfolios by reviewing periodic performance measurement reports, attending ad-hoc manager meetings, and collaborating on annual manager reviews
Lead searches for new investment managers, either for new allocations or to replace existing managers
Research and respond promptly to all client requests
Present information and research to clients in various settings
Be responsive to clients and colleagues and strive for excellence in all areas
Assist in developing customized educational information and/or presentations for clients
Coordinate research efforts for clients
Contribute to topical white papers, blog posts, and other research
Represent Callan and participate (or present) at industry events, including events hosted by Callan
Actively generate new client relationships
Research prospective clients and work collaboratively with consultants across the firm, as necessary
Collaborate with associate consultants to contribute to writing high-quality requests for proposal (RFPs)
Work closely with associate consultants to create and customize finals presentation materials
Develop and actively participate in finals presentations
Foster our collaborative and client focused culture
Care about and contribute to the career development of our associate consultants and analysts
Contribute positively to internal teams to make Callan a better company for our clients and for our colleagues
Qualification
Required
Bachelor's degree required
Knowledge of the capital markets in general and the institutional investment landscape in particular
Ability to form supportable opinions and recommendations and succinctly communicate to coworkers and clients
Ability to work with a team in a collegial and collaborative fashion and share ideas in a constructive manner
Strong time and project management skills and ability to adjust priorities during particularly busy periods
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
Success in developing new client relationships
Detail-oriented
Active listener
Self-motivated and proactive
Emphasis on team over self
Willingness and ability to travel (generally in the Southeast)
Ongoing desire to learn and a drive to continually improve
Ability to work effectively in a small- to mid-sized organization
Preferred
Experience with insurance, public funds, healthcare, or non-profit entities
CFA and/or CAIA designations preferred, or progress toward one or both designations
8+ years of experience, some or all in an investment consulting capacity, strongly preferred
Benefits
Generous compensation and benefits package
Base salary
Bonus
401(k) matching
Profit-sharing
Health/medical/dental/vision benefits
Monthly communications stipend
Tuition assistance
Company
Callan
One of the largest independently owned institutional investment consulting firms in the U.S.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Greg Allen
Chief Executive Officer and Chief Research Officer
Recent News
2025-11-07
2025-09-10
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