Skip to main content

Type of Role: InvestmentsResearch

Experience Level: VP/Principal/Director

Location: San Francisco, CaliforniaIllinoisNew York

Salary: $100K - $175K

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.

As a fixed income manager research specialist (Domestic/Global) on the Global Manager Research (GMR) team at Callan, a leading independent investment consulting firm, you will join a collaborative group of research professionals focused on conducting investment manager due diligence and searches. In addition, you will provide market and asset class updates to Callan consultants and clients, prepare and present at Callan-hosted client conferences, and provide analytical insights through explorative and diligent asset class research. This position will be based in one of Callan’s offices, working a hybrid schedule.
Primary Duties
·       Conduct investment manager searches across the fixed income capital structure leveraging Callan’s proprietary screening tool and database of over 10,000 investment strategies
·       Support Callan consultants and clients by responding to requests for analysis on current investments
·       Evaluate and monitor investment managers across a wide range of criteria and articulate your opinions verbally and in writing
·       Collaborate with Callan consultants and other research professionals across all Callan offices on client educational topics, portfolio structure, and general fixed income asset class questions
·       Contribute to Callan’s research output through blog posts, creative thought pieces, client workshops, and market-related webcasts
·       Join a close-knit community of diverse, supportive, encouraging, and inspiring colleagues who maintain an appreciation for grounded and authentic individuals
·       Have the opportunity to pursue research interests beyond fixed income including ESG, DEI, and industry trends
Job Skills & Requirements
·       Bachelors degree or equivalent
·       5+ years of relevant industry experience
·       Keen and demonstrated interest in investing and following capital markets
·       Believes that acting ethically is paramount in everything they do
·       Admits to not having all of the answers but is determined to do what it takes to find them; asks questions when required and listens intently
·       Comfortable working within a team to find the right solutions for clients
·       Desire to learn and grow continually, including honing writing and presentation skills
·       Has strong attention to detail and organizational skills and the ability to meet deadlines even during the busiest times
·       Acts with humility and expects to be held accountable for their work and actions alongside their colleagues
·       Interest in becoming a CFA or CAIA Charterholder (if not yet earned)
·       Values diversity, equity, and belonging as key tenets of an impactful culture and successful business
$100,000 – $175,000 a year
The range listed is what we reasonably expect to pay for this role at the time of this posting. We may ultimately pay more or less than the posted range and it may be modified in the future.
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.
Visit www.callan.com/careers to learn more about Callan’s culture, benefits, and more.
 
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. Learn more about us at www.callan.com.
Callan LLC 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.