Investment Consultant, San Francisco or Portland

May 8

Callan

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Five decades of empowering institutional investors to create smarter investment plans.

Institutional Investment Consulting • Asset Management • Financial Research & Data

51 - 200

Description

• Work as part of a consulting team on existing client relationships • Develop client work plans and attend regular meetings • Assist in generating new client relationships • Represent Callan at industry events

Requirements

• Bachelor’s degree required • CFA and/or CAIA designations preferred, or progress toward one or both designations • 8+ years of experience, some or all in an investment consulting capacity strongly preferred

Benefits

• Diverse perspectives and experiences encouraged • Collaborative culture • Travel opportunities on the West Coast