Real Estate Consulting

Position available: Senior Real Estate Consultant

Location: San Francisco, California or other regional office

Callan Associates is seeking a senior level professional with a minimum of ten years of investment consulting or related experience to fill the position of Real Estate Consultant. The Real Estate Consultant position is responsible for maintaining a full client load which includes providing alternatives 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 six to eight fund sponsor relationships generating more than $1.0 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 and applicable Callan oversight committees, this position is responsible for directing and delivering client work for the alternatives asset classes encompassing:

  • Strategic planning: 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, 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

Qualifications:

  • Bachelor’s Degree required; Graduate Degree preferred
  • CFA or CAIA
  • Minimum of ten years industry experience preferably as a consultant, plan sponsor, or investment manager with specific real estate duties

Compensation:

  • An excellent compensation package is offered, including base and incentive compensation, as well as an annual bonus. In addition, the firm offers a generous benefits package.

EEO/AA

Please e-mail a cover letter and resume to:

Human Resources
Callan Associates Inc.
hr@callan.com