Careers at Callan
When you work for Callan, you’ll be part of a leading investment consulting firm that supports some of the largest, most sophisticated institutional investors in the U.S., including pension and defined contribution plans, endowments, foundations, insurance companies, and health care organizations. We’re looking for people of diverse backgrounds who embody our core values and embrace our commitment to setting the industry standard for quality in investment consulting.
Values: At Our Core
We follow eight core values while pursuing our mission to collaborate with each client to build tailored and lasting investment solutions.
- Keep client interests No. 1
- Exercise independent thought
- Demand quality and integrity
- Honor every commitment
- Pursue innovation that matters
- Lead through research and education
- Collaborate and show collegial respect
- Encourage each associate’s success
“I view myself as a world citizen, having been born in Canada and traveled to over 40 countries. I also lived and worked in Hong Kong and Kuala Lumpur early in my career, which helped me experience what diversity and inclusion feels like. One way Callan demonstrates inclusion is by inviting all consultants to attend internal committee meetings, and this openness helps me feel more connected to the firm.”
Sara Hakim
Diversity & Inclusion: Listening and Learning
While Callan still has a lot to do to accomplish our diversity goals, it’s important to make clear that we are practicing what we preach. Through executive leadership and our Inclusion Committee, we’re listening, learning, and taking the steps necessary to make Callan a more equitable workplace.
Community: Callan Cares
Making an impact in the communities where we live and work has been part of our company culture for nearly 50 years. Whether it’s through volunteering, donating our time, or advocating for what we believe in, we take pride in serving our communiites.
Open Positions
We’re looking for people who embody our core values and embrace our commitment to setting the industry standard for quality in investment consulting. If you’re interested in one of the positions listed, email us a cover letter and resume referencing the position.
Position
Location
Benefits: For You and Your Family
Dental and Vision Insurance
Callan pays 100% of your premium and 70% of the premium for spouse/domestic partner and/or eligible dependents.
Life Insurance
Callan offers company-paid life insurance equal to three times your annual salary and bonuses, up to $1,000,000.
Flexible Spending Accounts
You can set aside pre-tax funds annually to pay forhealth care expenses and child/dependent care expenses for you, your spouse/domestic partner, and/or eligible dependents.
Maternity/Paternity Leave
In addition to leave provided under federal and state laws, full-time employees are eligible for up to 4 weeks of paid maternity leave and 2 weeks of paid paternity leave for the birth or adoption of a child.
Medical Insurance
Callan pays 100% of the health care premium for benefit-eligible employees who elect the HMO or EPO, or 85% of the PPO. We pay 70% of the premium for spouse/domestic partner and/or eligible dependents.
Professional Designations
You are eligible for reimbursement for professional designation-related costs pertaining to your job, including registration fees, enrollment fees, review courses, books, and other study materials.
Profit Sharing
After one year of employment, you’ll be eligible for a company profit-sharing contribution. These contributions are immediately 100% vested immediately.
Retirement Plan
You can contribute to Callan’s401(k) and Roth 401(k) plans the day you start. The company matches your contributions at 25%, and the match is 100% vested immediately.
Tuition Reimbursement
Full-time and regular part-time employees are eligible for up to $2,500 tuition reimbursement for education courses related to their job.
Transit and Parking
You may set aside up to $265 pre-tax funds monthly for transit and/or parking.