---
title: 'Senior Investment Consultant - Fund Sponsor Consulting Group at Callan'
canonical: 'https://feeny.ai/job/senior-investment-consultant-fund-sponsor-consulting-group-callan-atlanta-ga-5atbz5etfskc'
type: 'job'
last_seen: '2026-09-12'
---

# Senior Investment Consultant - Fund Sponsor Consulting Group at Callan

- **Company:** Callan
- **Location:** Atlanta GA Chicago IL Denver CO Portland OR Summit NJ San Francisco Hq, CA
- **Compensation:** $150k–$200k
- **Work type:** hybrid
- **Posted:** 2026-06-19
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.lever.co/callan/af97b44b-9afb-4d55-b84d-c8b600f47251

## Job description

Callan is seeking a new team member to join our Investment Consulting Group. As a senior investment consultant on our team, you will work directly with institutional asset owners on either a discretionary or non-discretionary basis and serve as a trusted adviser, manage client relationships, conduct investment research and strategic investment projects, and develop new business. You will work with institutional clients (including corporate and public retirement plans, endowments and foundations, healthcare systems, taxable trusts, insurance assets, for example) and will also work closely with Callan’s specialty research groups to provide asset allocation, implementation advice, manager research, and performance monitoring services to our clients.

Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues. For this role, consulting experience with client types including insurance, corporate retirement plans, public funds, healthcare, or non-profit entities is strongly preferred.

This position may be based in any of Callan’s offices in Atlanta, GA; Chicago, IL; Denver, CO; Portland, OR; San Francisco, CA; or Summit, NJ. Preference will be given to candidates located in or willing to work from the Denver, Atlanta, or Summit offices. The candidate is expected to work a hybrid (office/home) schedule, with a minimum of 3 days a week in the office, when not traveling for client meetings.

Callan holds a unique position in the investment industry, working with asset owners, investment managers, custodians, and other service providers in an ever-changing capital market, legal, and regulatory environment. As a senior investment consultant, you will collaborate with colleagues throughout the company, and work with some of the highest-quality and most complex asset owners in the country to help them achieve their investment goals. Callan believes that our organization and culture are made stronger through diverse perspectives and experiences. Along with having an appreciation for Callan’s unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than years of experience.

Primary Duties

Client Responsibilities: Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education Collaborate on asset/liability and asset/spending studies, asset allocation reviews, and investment structure analysis Monitor existing client portfolios by reviewing periodic performance measurement reports, attending ad-hoc manager meetings, and collaborating on annual manager reviews Lead searches for new investment managers, either for new allocations or to replace existing managers Research and respond promptly to all client requests Present information and research to clients in various settings Be responsive to clients and colleagues and strive for excellence in all areas

Client Education: Assist in developing customized educational information and/or presentations for clients Coordinate research efforts for clients Contribute to topical white papers, blog posts, and other research Represent Callan and participate (or present) at industry events, including events hosted by Callan

Prospective Clients/New Business Generation: Actively generate new client relationships Research prospective clients and work collaboratively with consultants across the firm, as necessary Collaborate with associate consultants to contribute to writing high-quality requests for proposal (RFPs) Work closely with associate consultants to create and customize finals presentation materials Develop and actively participate in finals presentations

Career Development & Culture: Foster our collaborative and client focused culture Care about and contribute to the career development of our associate consultants and analysts Contribute positively to internal teams to make Callan a better company for our clients and for our colleagues

Job Skills & Requirements

Skills: Knowledge of the capital markets in general and the institutional investment landscape in particular Ability to form supportable opinions and recommendations and succinctly communicate to coworkers and clients Ability to work with a team in a collegial and collaborative fashion and share ideas in a constructive manner Strong time and project management skills and ability to adjust priorities during particularly busy periods Success managing multiple client relationships and projects simultaneously Ability to communicate clearly, concisely, and confidently in writing and in presentations Demonstrated passion for learning and seeking new ideas Success in developing new client relationships

Characteristics: Detail-oriented Active listener Self-motivated and proactive Emphasis on team over self Willingness and ability to travel Ongoing desire to learn and a drive to continually improve Ability to work effectively in a small- to mid-sized organization

Education and Experience: Bachelor’s degree required CFA and/or CAIA designations preferred, or progress toward one or both designations 12-20+ years of experience, some or all in an investment consulting capacity

## Compensation, Benefits & Training

At Callan, you can expect: A 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 Training for all Callan databases, research, and other systems Access to team-building events, community outreach opportunities, and wellness events

As 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 Callan’s culture, benefits, and more.

## About Callan

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions that are 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.

Callan 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.

Callan 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.

Research 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.

## About Callan

## Company Overview
- **One-liner**: Callan is an independent, employee-owned investment consulting firm that provides tailored advice, proprietary research, and ongoing education to institutional investors.
- **Entity Type**: Private (employee-owned)
- **Headquarters**: San Francisco, California, USA
- **Founded**: 1973
- **Founders**: Not publicly available

## Core Business
- **Primary industry**: Investment consulting / Institutional financial services
- **Target customers**: Institutional investors – pension and defined contribution plans, endowments, foundations, insurance companies, health care organizations, independent investment advisers, and other asset owners (B2B, Enterprise)
- **Mission or purpose**: “Advance our clients’ investment goals” (core mission, as stated on the careers page)

## Products & Services
- **Fund Sponsor Consulting (FSC)**: Non-discretionary and discretionary advisory services for institutional investors, including strategic planning, manager search/evaluation, performance measurement, OCIO (outsourced chief investment officer), and multi-manager portfolios via collective investment trusts (CITs) and custom target-date funds.
- **Institutional Consulting Group (ICG)**: Provides investment managers with research, education, performance measurement, database and analytical tools to better serve institutional clients.
- **Independent Adviser Group**: Tailored advisory services for independent investment advisers, including fixed‑fee or asset‑based fee structures.
- **Callan Institute**: Industry‑recognized research and education arm that publishes independent research and offers fiduciary education programs (including “Callan College”).

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private, employee‑owned)
- **Key Metric**: Over $4.5 trillion in assets under advisement (as of 2024); $34.28 billion in discretionary assets under management (as of December 31, 2023)
- **Notable Investors/Partners**: 100% employee‑owned; no external investors. Partners include the institutional clients served (400+ plans, funds, and asset pools).
- **Growth Signals**: Stable, established firm with a 50+ year track record; continues to add roles (multiple open positions listed as of 2025). Headcount of 205+ employees (2024) indicates steady, deliberate growth rather than rapid scaling.

## Competitive Advantages
- **Independence**: Employee‑owned structure ensures client interests are paramount, with no external shareholder pressure.
- **Proprietary Research**: The Callan Institute is a respected source of independent institutional investment research and education.
- **Scale & Expertise**: Advises on over $4.5 trillion in assets, serving some of the largest U.S. institutional investors.
- **Longevity**: Founded in 1973, with decades of experience across market cycles.

## Strategic Focus
- Deepening client relationships through customized, fiduciary‑oriented solutions.
- Expanding OCIO and discretionary management capabilities (e.g., CITs, custom target‑date funds).
- Continuing to invest in proprietary data, research, and educational offerings (Callan Institute, Callan College).
- Maintaining a strong culture of quality, collaboration, and integrity to attract and retain top talent.

## Why Work Here
- **Culture**: Emphasizes core values – keeping client interests paramount, supporting associate success, commitment to quality and collaboration, integrity, and honoring every commitment. Strong focus on diversity, equity, and belonging.
- **Benefits**: Highly competitive – Callan pays 95% of health insurance premium (HMO/EPO/HDHP) or 82% (PPO), 100% of dental/vision premiums for employee, and >75% for dependents. Company‑paid life insurance (3x salary), 401(k) with immediate 25% match and full vesting, profit sharing after one year, tuition reimbursement ($2,500/year), 12 company holidays plus 2 personal holidays and 2 mental health days, generous parental/pregnancy leave, and charitable donation matching.
- **Work Environment**: Office‑based with locations in San Francisco (HQ) and likely other U.S. cities (Atlanta office mentioned in open positions). Remote/hybrid policy not publicly disclosed. Professional development is encouraged through reimbursement for designations and tuition.
- **Engineering Culture**: Not a tech company; roles are primarily consulting, research, analytics, and client services. Technology teams support internal systems and client reporting.

## Sources
1. [Callan Careers Page](https://www.callan.com/careers/)
2. [Callan Main Site](https://www.callan.com/)
3. [Callan Form ADV Part 2A (2024)](https://www.callan.com/uploads/2024/03/ad836156bd39c0ca6977b6501e74f632/2024-callan-form-adv-2a-final.pdf)
4. [Callan LinkedIn Page](https://www.linkedin.com/company/callan)
5. [Callan People & Teams](https://www.callan.com/people-and-teams/)

## Other roles at Callan

- [Client Report Services - Performance Analyst](https://feeny.ai/job/client-report-services-performance-analyst-callan-portland-hzyf8m9r417v) — Portland, OR
- [Investment Consultant - Fund Sponsor Consulting Group](https://feeny.ai/job/investment-consultant-fund-sponsor-consulting-group-callan-atlanta-ga-chicago-4038jzaxxfk2) — Atlanta GA Chicago IL Denver CO Portland OR Summit NJ San Francisco Hq, CA