Associate Consultant - Summit, New Jersey

Callan(4 days ago)

HybridFull TimeJunior$62,447 - $83,471 (estimated)Consulting

About this role

An Associate Consultant (Analyst) on Callan’s Fund Sponsor Consulting Group supports field consultants in delivering investment consulting services to institutional clients such as corporate and public retirement plans and endowments. The role partners with specialty research teams to help produce analyses, reports, and client-facing materials and is designed for someone with a strong interest in capital markets who will grow into a field consultant. The position is based in Summit, NJ and is employee-owned with opportunities for professional development and eventual equity participation.

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Required Skills

Project Management
Capital Markets
Asset Allocation
Client Relationships
Presentation Skills
Written Communication
Research
Time Management
Performance Evaluation
Detail Orientation

Qualifications

Bachelor's Degree
CFA
CAIA

About Callan

callan.com

Callan is an independent institutional investment consulting firm that advises pension plans, endowments, foundations, corporate and healthcare investors on portfolio design, manager selection, and risk management. It delivers investment consulting, manager research, performance measurement, OCIO and implementation services, and customized analytics to help clients simplify decisions and build smarter long-term plans. Known for data-driven research and client-focused solutions, Callan supports institutional investors across the U.S. and globally.