Independent Adviser Group - Senior Analyst

Callan(9 months ago)

HybridFull TimeSenior$127,009 - $169,311 (estimated)Independent Adviser Group

About this role

The Senior Analyst in Callan’s Independent Adviser Group supports senior consultants in serving financial intermediary, wealth advisory, and middle-market consulting clients. The role involves collaborating across research and consulting teams to deliver insights, analytics, and customized reporting that help clients achieve their investment goals. The position also provides exposure to capital markets research, manager research, and the business aspects of running an advisory practice. This role is based in the Atlanta office with a hybrid work schedule.

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Required Skills

Client Servicing
Capital Markets
Project Management
Cross-Functional Collaboration
Time Management
Multitasking
Feedback Integration
Professional Communication
Presentation Skills
Business Writing

+14 more

Qualifications

Bachelor’s Degree
BS in Finance
BS in Economics
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.