---
title: 'Vice President - Real Assets Consulting at Callan'
canonical: 'https://feeny.ai/job/vice-president-real-assets-consulting-callan-atlanta-ga-chicago-il-denver-co-8x89pbzytx0t'
type: 'job'
last_seen: '2026-10-17'
---

# Vice President - Real Assets Consulting at Callan

- **Company:** Callan
- **Location:** Atlanta GA Chicago IL Denver CO Portland OR Summit NJ San Francisco Hq, CA
- **Compensation:** $100k–$150k
- **Work type:** hybrid
- **Posted:** 2026-09-29
- **Last confirmed live:** 2026-10-17
- **Apply:** https://jobs.lever.co/callan/f6cd9fb9-6979-48c3-ad01-f5c0a5ac7418

## Job description

## About the Position

Callan is seeking a new team member to join our Real Assets team. As a Real Assets Consultant at Callan, a leading independent investment consulting firm, you will have an opportunity to support some of the largest, most sophisticated institutional investors in the U.S., including pension and defined contribution plans, endowments, foundations, insurance companies, and healthcare organizations. Our goal is to identify a candidate with a genuine interest in real assets investments, data analysis, and reporting, has investment knowledge, intellectual curiosity, strong project and time management skills, and a true appreciation for the value of building strong, trusted relationships with clients and fellow Callan colleagues. This position will be based in any of Callan’s offices, Atlanta, GA; Chicago, IL; Denver, CO; Portland, OR; San Francisco, CA; or Summit, NJ. The candidate is expected to work a hybrid (office/home) schedule, with a minimum of 3 days a week in the office. As a consultant on the Real Assets Consulting team at Callan, a leading independent investment consulting firm, you will join a collaborative group of research and consulting professionals responsible for the asset classes of real estate, infrastructure, farmland, and timberland. The team manages relationships with Callan’s institutional investor clients, assisting them in all phases of the investment process, including strategic planning, plan implementation, manager due diligence, performance evaluation, and research and education. 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 Serve as the lead or back-up Real Assets consultant for approximately three to five client relationships, depending on experience level, generating more than $500,000 in annual revenue through exceptional client service and new business development. Partner with Real Assets consultants and applicable Callan oversight committees to deliver thoughtful, timely, and proactive investment consulting services across the Real Assets class, including: Strategic Planning: Develop recommendations related to asset allocation, manager structure, and investment policies. Plan Implementation: Conduct manager due diligence, evaluations, and searches. Performance Evaluation: Monitor client portfolios through quarterly performance measurement and ongoing manager due diligence. Research and Education: Research and respond to client needs and requests with relevant, actionable insights. Develop deep expertise in designated Real Assets segments and contribute insights to Callan’s research and thought leadership initiatives through research papers, workshops, and educational seminars. Identify and lead projects and initiatives that advance the firm’s goals and enhance its capabilities. Build and maintain strong industry relationships while representing Callan at industry events, manager conferences, and other external engagements. Collaborate with and support colleagues by sharing knowledge, providing guidance, and fostering a high-performing team environment. Promote a culture of excellence, continuous learning, and professional development. Uphold and contribute to Callan’s culture, values, and commitment to delivering exceptional client service.

Job Skills & Requirements Skills: Deep knowledge of the real asset capital markets in general and the investment landscape in particular Ability to form supportable opinions and succinctly communicate with coworkers and clients Demonstrated experience sourcing and developing new client relationships Ability to work with a team in a collegial fashion 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 Fantastic sense of humor. (Trust us. You’ll need it.)

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

Education & Experience: Bachelor’s degree required; graduate degree preferred CFA or CAIA preferred or progress toward one or both designations

## 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

## 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-or-or-chicago-hzyf8m9r417v) — Portland OR OR Chicago, IL
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- [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