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Real Assets Investment Analyst

2 months ago

San Francisco, California, United States Callan Full time

Position Overview

As a member of the Real Assets Consulting division at Callan, a prominent independent investment advisory firm, you will collaborate with a dedicated team of research and consulting experts focused on the asset classes of real estate, infrastructure, farmland, and timberland. This team nurtures relationships with institutional investor clients, guiding them through all stages of the investment consulting process, including strategic planning, implementation, performance assessment, and educational initiatives. Additionally, the team undertakes investment manager due diligence and searches. This role encompasses various responsibilities related to both client consulting and manager research.

What Makes This Position Unique?

We aim to identify a candidate who possesses a genuine passion for capital markets, investing, research, and intellectual curiosity, alongside strong project and time management capabilities. An appreciation for the importance of fostering robust, trustworthy relationships is essential. You will engage with Real Assets Consulting team members to gain insights and exposure across all asset classes within the real assets sector, benefiting from guidance and mentorship throughout your journey.

Key Responsibilities

  1. Assist senior real assets consultants in managing client relationships by producing various client deliverables, including market updates, performance presentations, and other ad-hoc projects.
  2. Gather and analyze data for manager search and evaluation projects, liaising with investment managers to ensure the accuracy of the information provided.
  3. Support investment manager due diligence across the real assets sector, preparing committee packages and search books for manager searches and due diligence memoranda for evaluations.
  4. Assess and monitor investment managers based on a wide range of criteria, articulating your evaluations both verbally and in writing.
  5. Contribute to the RFP process as part of business development efforts, including preparing responses and coordinating logistics.
  6. Engage in various performance reporting and monitoring tasks.
  7. Collaborate with Callan consultants and other research professionals across all offices on client educational topics, portfolio structuring, and general inquiries related to real assets.
  8. Enhance Callan's research output through blog posts, creative thought pieces, client workshops, and market-related webcasts.
  9. Pursue and cultivate research interests beyond real assets, including ESG, DEI, and industry trends.

Qualifications

  1. Bachelor's degree or equivalent experience.
  2. CFA and/or CAIA designation (progress toward or interest in earning one or both designations preferred).
  3. 1-4 years of relevant industry experience preferred.
  4. Demonstrated interest in investing and following capital markets.
  5. Proficiency in Microsoft Word, Excel, and PowerPoint.
  6. Strong communication, presentation, and writing skills with a commitment to continuous learning and development.
  7. Excellent organizational skills, attention to detail, and the ability to prioritize tasks effectively.
  8. Commitment to ethical conduct in all professional activities.
  9. Willingness to seek answers and ask questions when necessary, demonstrating active listening skills.
  10. Ability to work collaboratively within a team to find optimal solutions for clients.
  11. Exhibit humility and accountability for your work and actions alongside colleagues.
  12. Value diversity, equity, and inclusion as essential components of a successful culture and business.

Compensation and Benefits

At Callan, you can expect:

  1. A competitive compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, and tuition assistance.
  2. Comprehensive training for all Callan databases, research, and systems.
  3. Opportunities for team-building events, community outreach, and wellness initiatives.

About Callan

Founded in 1973, Callan is one of the largest employee-owned investment consulting firms in the U.S., with over $3 trillion in assets under advisement. We provide thoughtful, research-driven advice to large institutional investors, including pension plans, endowments, foundations, insurance companies, and healthcare organizations. Our independent ownership allows us to prioritize our clients' goals above all else.

Callan is an equal opportunity employer, committed to fostering a diverse and inclusive workplace. We encourage all candidates, especially those from underrepresented groups, to apply for positions even if they do not meet every qualification outlined in the job description. We believe that diverse perspectives and experiences strengthen our organization and culture.