Associate Investment Consultant

Defined Contribution Consulting Group
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About the Position

As an associate investment consultant in our Chicago location, you’ll provide support within Callan’s defined contribution (DC) research team on many different research projects and client deliverables.

Please note: We are currently working a hybrid schedule, and this position is expected to be in the office at least two days/week and potentially more as our schedules evolve post-pandemic.

What's Unique About This Role?

Collaborating with diverse teams throughout the company, you’ll work with some of the highest quality and most complex clients in the country to help them achieve their investment goals. Along with having an appreciation for Callan’s unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than your years of experience.

Primary Duties

As an associate investment consultant, you’ll be supporting our DC consulting team with the following:

  • Assist in the analysis of fees and services paid to DC plan service providers
  • Assist in searches for replacement of recordkeepers
  • Assist in compiling investment, recordkeeping, and other data on behalf of Callan investment consultants
  • Assist with research and analysis of the DC marketplace, including industry survey trends within the investment and administrative/operational areas of DC plans
  • Assist in researching, drafting, and editing write-ups, presentations, and research papers
  • Research special DC topics for Callan clients and investment consultants
  • Keep up to date on the general DC investment and administration environment
  • Represent Callan’s DC capabilities with clients
  • Support the development of new DC business through presentations and meetings
  • Collaborate with investment consultants and other departments to respond to requests for proposal, ensuring the delivery of high-quality, well-written responses

Education & Characteristics

We’re looking for a teammate who:

  • Holds a 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)
  • Has strong knowledge of Microsoft Windows and programs (primarily Word, Excel, and PowerPoint)
  • Values diversity, equity, and belonging as key tenets of an impactful culture and successful business
  • Has the ability to work in an unstructured environment
  • Asks questions unabashedly and listens intently, and asks for help when needed
  • Admits to not having all of the answers but is determined to do what it takes to find them
  • Demonstrates passion for learning and seeking new ideas
  • Enjoys working within a team to find the right solutions for clients
  • Believes that acting ethically is paramount in everything you do
  • Is willing to hone writing and presentation skills (and any other skills) and is open to feedback
  • Understands the importance of attention to detail, strong organizational skills, prioritization of tasks, and meeting deadlines
  • Acts with humility and expects to be held accountable for your work and actions alongside your team
  • Maintains a sense of humor in a challenging industry while supporting the team and always putting our clients first
  • Works well remotely as we navigate a hybrid work environment
  • Seeks to constantly improve and looks for ways to create an impact and better outcomes for the organization and our clients

Compensation, Benefits & Training

At Callan, you can expect:

  • A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more
  • Training for all Callan databases, research, and other systems
  • Access to team-building events, community outreach opportunities, and wellness events


As an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners.

Please email a cover letter and resume referencing “Chicago DC Associate Investment Consultant” to  [email protected].

About Callan

Founded in 1973, Callan is a one of the largest employee-owned investment consulting firms in the U.S., with more than $3 trillion in assets under advisement. We provide thoughtful, research-driven advice to large institutional investors including pension and defined contribution plans, endowments, foundations, insurance companies, and health care organizations. Because we are independently owned and not beholden to outside shareholders, we help raise the industry standard by orienting everything we do around our clients’ goals. 

 

Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. 


Callan is an equal opportunity employer.

Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage all, especially women, people of color, and those in the LGBTQ+ community, to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through diverse perspectives and experiences.

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