Fund Sponsor Consulting - San Francisco

Position available: Associate Consultant

Location: San Francisco, California

The Associate Consultant acts as a back-up to the primary consultant for specific clients. Whenever the primary consultant is out of the office or unavailable, the Associate Consultant must be familiar with the client and able to respond to a wide variety of requests. Assistance is required within the following areas:

Strategic Planning

  • Assist in working with Capital Markets Group on projects such as asset/liability studies, asset allocation studies, spending policies, defined contribution plan structures, and manager structure
  • Create alternative asset mixes (efficient frontier) and graphs
  • Write/review statements of investment policy
  • Sit in on Client Policy Review Committee meetings

Implementation

  • Assist in coordinating and working with specialists in Global Manager Research, Defined Contribution, and Custody/Securities
  • Write/review client profiles and manager profile for specific manager searches
  • Sit in on Manager Search Committee meetings

Performance Evaluation

  • Assist in coordinating with senior analysts in Client Report Services
  • Understand and review quarterly performance reports
  • Write/review quarterly executive summary reports
  • Create detailed analysis at the total fund level, asset class level, and investment manager level

Education

  • Assist in developing customized educational information and/or seminars for clients
  • Research special topics for general consultants
  • Provide general consultants with quarterly capital markets detail

The Associate Consultant is responsible for a great deal of assistance with prospecting. Although it will be a while before meeting with prospects, the behind-the-scenes attention provided by the Associate Consultant is critical.  Specific responsibilities include the following:

  • Responding to Requests-for-Proposal
  • Writing comprehensive proposals
  • Creating/customizing finals presentation materials
  • Assisting in general marketing effort
  • Researching prospective clients

Candidates should have the following skills and characteristics:

  • Writing capabilities
  • Analytical capabilities
  • Possess excellent verbal and written communication skills
  • Ability to mater knowledge of and use of Callan's proprietary programs and systems
  • Strong knowledge with Microsoft Windows and programs (primarily MS Word, MS Excel, and MS PowerPoint)
  • Detail-oriented
  • Self-motivated
  • Pro-active

Qualifications:

  • Bachelor's degree required; graduate degree preferred
  • CFA charterholder or CFA candidate preferred
  • Investment industry experience preferred

EEO/AA

Please e-mail a cover letter and resume to:

Human Resources
Callan Associates Inc.
hr@callan.com