Teams at Callan

Supports institutional clients with defined contribution plan consulting, including recordkeeper evaluations, RFPs, fee benchmarking, managed account reviews, governance, compliance analysis, reporting, and presentations. The role conducts due diligence, develops consulting tools, contributes to research, mentors junior analysts, tests technology, and manages client relationships and multiple deadlines.

Leads real assets investment consulting relationships for institutional investors across real estate, infrastructure, farmland, and timberland. Responsibilities include strategic asset allocation, manager due diligence, plan implementation, performance evaluation, research, client education, business development, thought leadership, and project leadership. The role also requires building industry relationships, managing multiple client engagements, mentoring colleagues, and representing the firm at external events.

Serve as a senior consultant advising institutional asset owners on asset allocation, manager selection, implementation, monitoring, and client education. Manage client relationships, lead manager searches, conduct research and strategic projects, support new business development, collaborate with specialty research groups, and mentor junior staff. Work hybrid from designated offices and travel for client meetings.