Job Details

divh2Senior Analyst/h2pCallan is looking for a new addition to our Implementation Solutions Group. In the role of Senior Analyst, youll support the team in various areas, including conducting trust/custody due diligence searches, performing service and fee benchmarking studies, providing transition management support, and researching digital assets./ppThe Implementation Solutions Groups primary responsibility is to offer consulting services to both retainer and non-retainer clients, solely on a project basis. The groups consulting focus is on helping clients achieve Operational Alphaefficiencies derived from enhanced investment structures, operational processes, and cost savings. This concept is a key component of Callans Total Consulting approach, which combines Operational Alpha and Performance Alpha. The latter refers to the judicious and skillful application of Callans capabilities in areas like asset allocation, policy guidelines, manager structure, performance measurement, and global manager research./ppOur goal is to identify a candidate who has a genuine interest in learning about the custody and asset servicing industry, the securities lending and capital markets, the transition management industry, and conducting research in the rapidly evolving digital research landscape. Over time, we expect you to take on more responsibilities and eventually manage projects alongside other members of the Implementation Solutions Group./ppThis position will be based in Callans San Francisco headquarters location (preferred) or a regional office, working a hybrid (office/home) schedule of two to three (3) days a week in the office with flexibility to accommodate client or other in-person meetings. If the candidate is based out of a regional office, they would ideally be willing to travel to San Francisco periodically for in-person training./ppWhats unique about this role?/ppCallan believes our organization and culture are made stronger through a broad array of perspectives and experiences. Collaborating with various teams throughout the company, you will work with some of the highest-quality and most complex clients in the country to help them achieve their investment goals. Along with having an appreciation for Callans unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than your years of experience./ppThe Implementation Solutions Group collaborates closely with various groups within Callan. Our clientele includes institutional clients such as corporate and public retirement plans, endowments and foundations, taxable trusts, nuclear decommissioning trusts, insurance assets, sovereign wealth funds, mutual fund boards, family offices, and more. As a member of the Implementation Solutions Group, you will focus on training, development, and supporting the members of the team. Additionally, you will participate in all client projects, queries, and meetings, as applicable./ppPrimary Duties/pulliTrust/Custody Due Diligence Searches/liulliReview client-specific data gathered at onset of engagement/liliConduct fee analysis and invoice reconciliation to form understanding of client fee structures/liliReview Trust/Custody RFP responses/liliAssist in the preparation of Matrix Analysis reports, inclusive of fee analysis/li/ulliTrust/Custody Service Fee Benchmarking/liulliParticipate throughout the project to gain insight into clients plan and portfolio structure, service engagement with their custodian bank, and fee arrangements/liliProvide qualitative and quantitative analysis for the formation of a report deliverable/liliAssist in the presentation of findings to clients/li/ulliCustody Fee Database/liulliInput custody fee observations into database for use during benchmarking exercises/liliAssist in the evolution of the custody fee database by providing input during planning/brainstorming sessions/li/ulliTransition Management/liulliProvide quantitative and qualitative analysis during transition event support engagements/liliAssist in the preparation of reporting that summarizes transition strategy bids/liliEngage with industry participants via due diligence exercises/li/ulliDigital Assets/liulliAssist with conducting industry research on an ongoing basis and engage with industry participants via due diligence exercises/liliAim to understand the connection between traditional financial infrastructure and digital asset technology/li/ul/ulpJob Skills Requirements/ppYou should have a demonstrable interest in investing and capital markets; ask questions unabashedly and strive to fully understand the responses you receive; be proactive in working with senior consultants and demonstrate strong time and project management skills; be grounded in a strong sense of ethics and will act with humility and accountability in your work; and, keep client interests at the forefront as you work with and support your Callan colleagues./ppSkills/pulliAbility to collaborate effectively on cross-functional teams in a collegial fashion/liliStrong time management skills and ability to prioritize and manage multiple projects efficiently/liliDemonstrated ability to receive and integrate feedback/liliEffective and professional communication, presentation, and writing skills, and the desire to continually learn and develop over time/liliExcellent organizational skills, strong attention to detail, and the ability to prioritize work to meet deadlines/liliBuild and maintain relationships internally and externally/liliAdvanced technical skills with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook/liliFamiliarity with data analytics and artificial intelligence tools is a plus./li/ulpCharacteristics/pulliPassionate about learning and seeking information to uncover answers and generate new ideas, including the ability to ask for help when needed/liliSelf-motivated and proactive, able to work independently and without supervision/liliEmphasis on team over self/liliWillingness and ability to travel, if/when required/li/ulpEducation and Experience/ppBachelors degree or equivalent, preferably in finance, economics, or a related discipline (we are also open to those with differing backgrounds and a strong interest in financial markets)/pp3-5 years of experience required, particularly in the investment industry/ppCompensation, Benefits Training/ppAt Callan, you can expect:/pulliA 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/liliTraining for all Callan databases, research, and other systems/liliAccess to team-building events, community outreach opportunities, and wellness events/li/ulpAs 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 Callans culture, benefits, and more./pp$80,000 - $90,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future./ppAbout Callan/ppCallan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners./ppCallan 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./ppCallan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time./ppResearch shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences./p/div