Callan Associates | Career Opportunities

Senior Alternatives Consultant

Location: San Francisco, California

The Senior Alternatives Consultant position is responsible for maintaining a full client load which includes providing alternatives investment consulting services to large retirement plans, endowments, foundations, or other similar types of asset pools.

Responsibilities and objectives include:

Act as the lead consultant to approximately six to eight fund sponsor relationships generating more than $1.0 million in revenues per year through a combination of:

Servicing existing Callan clients
Generating new business

Service clients in a thoughtful, timely, and proactive manner. Working with Callan Specialists and applicable Callan oversight committees, this position is responsible for directing and delivering client work for the alternatives asset classes encompassing:

Strategic planning: alternative asset allocation, manager structure, investment policies
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

Actively participate and add value in:

Callan’s oversight committees such as Manager Search, Client Policy Review, and/or Alternatives Review Committees
The Callan Investments Institute through 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.

Motivate and mentor Associate Consultants

Guide and motivate colleagues

Foster a team environment

Encourage excellence and increased knowledge

Support Callan’s culture and philosophy

Candidates should have the following skills and characteristics:

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
Willingness to travel

Qualifications:

Bachelor’s Degree required; Graduate Degree preferred
CFA or CAIA
Minimum of seven years industry experience working with one or more of the alternative asset classes

Compensation:

An excellent compensation package is offered, including base and incentive compensation, as well as an annual bonus. In addition, the firm offers a generous benefits package.

Callan Associates Inc. is an Equal Opportunity Employer, M/F/D/V.

Please e-mail a cover letter and resume to:

Human Resources
Callan Associates Inc.
hr@callan.com