Associate Consultant supporting field consultants in strategic planning and performance evaluation. Collaborating with teams to deliver tailored solutions to institutional clients.
Responsibilities
Support field consultants in strategic planning, performance evaluation, plan implementation, education, and business development
Collaborate with specialty research teams to support the delivery of solutions to institutional clients
Assist in developing project plans and annual reviews
Ensure timely delivery of reports produced by other teams within the firm
Coordinate prep meetings with consulting team to ensure client needs are met on a timely basis
Assist in manager/product research as needed
Present at educational workshops and webinars
Collaborate with consultants and other departments to respond to requests for proposal
Requirements
Bachelor’s 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)
Progress toward or interest in earning the CFA and/or CAIA designation, if not yet earned
1 - 3 years of work experience preferred, particularly in the investment industry
Benefits
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
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