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Summary
About the Role
About You
- Bachelor's degree in finance, statistics, mathematics, or a related field.
- 5-7+ years of experience in the investment industry or performance background.
- Interest in obtaining CIPM or CFA designation.
- Mentoring experience.
Benefits
- Generous compensation and benefits package including base salary and bonus.
- 401(k) matching and profit-sharing.
- Health, medical, dental, and vision benefits.
- Monthly communications stipend and tuition assistance.
- Access to team-building events and wellness opportunities.
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland, OR. Learn more at www.callan.com. Note: Please do not share any personal information, investment advice, stock tips, or testimonials about Callan’s people or services on our LinkedIn, X, or Facebook pages. Callan is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations, or other materials from followers or third parties. Any comments posted by LinkedIn or Twitter users are those of the persons submitting them and do not represent Callan. If Callan interacts with other social media content (e.g., by "liking" or “retweeting” information, sharing links, etc.), it is not an endorsement of the individual or organization.