Skip to main content

Type of Role: Investments

Experience Level: Intern - Undergraduate

Location: San Francisco, California

Salary: $50K - $50K

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.

Callan is offering three internships at its San Francisco headquarters for the summer of 2024. This is a great opportunity to learn about both Callan and the investment consulting industry. This internship will be directed by the Student Engagement Team whose mission at Callan is to engage and be a constant resource for students of all communities who share an interest in growing with Callan and the investment industry. The objectives for this internship include becoming familiar with Callan’s lines of business, examining the different types of career opportunities available within the industry, and identifying skills needed for success. This internship is also an opportunity to learn from industry professionals and develop a strong network to leverage throughout your time at Callan and beyond. Daily responsibilities will be supplemented with education on specific lines of business at Callan as well as topical industry subjects.
The intern’s duties include: 
–     Assisting various departments throughout Callan on specific group projects. Potential areas of coverage include but are not limited to:
  ·       Consulting
  ·      Performance Reporting
  ·       Manager Research
  ·       Database Solutions
  ·       Operations
  ·       Implementation Solutions
  ·       Information Technology
–     Helping conduct and compile investment and operational research with assistance from Callan team members
–     Attending asset manager and/or client meetings
–     Data entry and data analysis
–     Working with proprietary internal and external software programs including Salesforce, Pardot, and Atlassian
–     Meeting with mentors and colleagues across Callan to hear insights on the industry and what working at Callan entails
To qualify, you must:
–     Have strong interest in the institutional investment industry
–     Currently enrolled in an undergraduate degree program offered by an accredited college/university
–     Be self-motivated, accurate, and detail-oriented while meeting numerous deadlines
–     Be able to thrive in an unstructured environment with peers
–     Be proficient in Microsoft Excel, Word, and Outlook
–     Have excellent interpersonal, communication, and organization skills and a positive attitude
–     No course requirements are necessary for this internship as all majors are welcome.
–     Be available during normal business hours, Monday – Thursday from June 24 – August 15, 2024
–     Submit a resume and cover letter for consideration
$0 – $24 an hour
This role pays $24/hour.
As a part-time, temporary position, this role is not eligible for benefits.
To be considered, please submit your resume along with a cover letter.
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.