Callan · 1 month ago
Independent Adviser Group - Senior Analyst
Atlanta, GA
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $100K/yr
2+ years expCallan is an employee-owned investment consulting firm seeking a Senior Analyst to join their Independent Adviser Group in Atlanta. The role involves supporting senior consultants and financial intermediary clients through project management, analytical support, and client relationship building.
Consulting
No H1B
Responsibilities
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
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
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
Assist with research and analysis of capital markets and industry trends and develop diversified manager structures
Assist with IAG member asset allocation projects
Support IAG team new client development as needed, including supporting RFP responses and ad-hoc prospect requests
Qualification
Required
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)
Demonstrable interest in investing and capital markets
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
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
Preferred
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)
Benefits
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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