Fund Sponsor Consulting - Atlanta
Position available: Senior Consultant
Location: Atlanta, Georgia
Callan Associates is seeking a senior level professional with a minimum of seven years of investment consulting or related experience to fill the position of Fund Sponsor Consultant. The Fund Sponsor Consultant position is responsible for maintaining a full client load which includes providing investment consulting services to large retirement plans, endowments, foundations, or other similar types of asset pools.
Responsibilities and objectives include:
Act as the lead consultant to approximately twelve fund sponsor relationships generating more than $1.5 million in revenues per year through a combination of:
- Servicing existing Callan clients
- Generating new business
Service clients in a thoughtful, timely, and proactive manner. Working with Callan Specialists, local office Associate Consultants, and applicable Callan oversight committees, this position is responsible for directing and delivering client work encompassing:
- Strategic planning: asset/liability, asset allocation, manager structure, investment policies
- Plan implementation: conducting manager due diligence, evaluations and searches
- Performance evaluation: monitoring existing client portfolios through reviewing quarterly performance measurement reports and manager due diligence
- Research and education: researching and responding to all client requests
Actively participate and add value in:
- Callan’s oversight committees such as Manager Search, Client Policy Review, Defined Contribution, and/or Alternatives Review Committees
- The Callan Investments Institute through workshop delivery and educational seminar participation
Proactively work on projects that help the firm as a whole
Represent Callan well at industry events, manager conferences, etc.
Motivate and mentor Associate Consultants
Guide and motivate colleagues
Foster a team environment
Encourage excellence and increased knowledge
Support Callan’s culture and philosophy
Candidates should have the following skills and characteristics:
- Excellent communication skills, both written and verbal
- Strong analytical capabilities; detail-oriented
- Strong sales skills
- Proactive, resourceful, and results-oriented
- Must work independently and as part of a close team
- Willingness to travel, primarily around the South
Qualifications:
- Bachelor’s Degree required; Graduate Degree preferred
- CFA charterholder or CFA candidate preferred
- Minimum of seven years investment industry experience
EEO/AA
Please e-mail a cover letter and
resume to:
Human Resources
Callan Associates Inc.
hr@callan.com
No phone calls, please.