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Investment Consultant - Atlanta

CallanAtlanta, GA
Hybrid Full-time

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Experience Level

Experience

Qualifications

Proven experience in investment consulting or a related field. Strong analytical skills and the ability to conduct detailed investment research. Excellent communication and relationship management skills. Demonstrated understanding of capital markets and investment strategies. Preferred experience with corporate and public funds, healthcare systems, or non-profit entities.

About the job

Join Callan's Southeast Fund Sponsor Consulting Group in Atlanta as an Investment Consultant. In this role, you will collaborate with institutional asset owners, providing expert advice on discretionary and non-discretionary investment strategies. You will manage client relationships, conduct thorough investment research, and lead strategic investment projects while also focusing on business development. Your clientele will include a diverse range of institutional investors, such as corporate and public retirement plans, endowments, foundations, and healthcare systems.

We are looking for candidates with a strong background in investment consulting and a passion for capital markets. Ideal applicants will possess intellectual curiosity and a commitment to building robust, trusted relationships. While experience in sectors such as insurance, public funds, healthcare, or non-profits is preferred, it is not mandatory.

This position will follow a hybrid work model, requiring three days per week in the Atlanta office.

What Makes This Role Special?

Callan's unique position within the investment industry allows you to engage with some of the most sophisticated asset owners across the country. You will work in a dynamic environment, collaborating with various colleagues and leveraging our specialty research groups to deliver exceptional asset allocation, implementation advice, and performance monitoring services. At Callan, we celebrate diverse perspectives and experiences, valuing the ability to demonstrate the key skills we seek over merely years of experience.

About Callan

Callan is a leading investment consulting firm known for its commitment to providing innovative solutions and strategic advice to institutional investors. Our collaborative culture fosters diverse perspectives, empowering our team to drive exceptional results for our clients.

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