About the Position

The position of a fixed income manager research specialist plays an important role on the Global Manager Research (GMR) team at Callan, a leading independent investment consulting firm. As a fixed income research specialist, you will join a collaborative group of research professionals focused on conducting investment manager due diligence and searches. In addition, you will provide market and asset class updates to consultants and clients, prepare and present at Callan-hosted client conferences, and provide analytical insights through explorative and diligent asset class research.

We seek a candidate with a genuine interest in capital markets, fixed income investing, and research. Our goal is to identify a candidate with intellectual curiosity, strong project and time management skills, and a true appreciation for the value of building strong, trusted relationships with team members. You will interact and communicate with all GMR team members to gain knowledge and exposure in all public market asset classes. Our team is a close-knit community of diverse, supportive, encouraging, and inspiring colleagues who maintain an appreciation for grounded and authentic individuals.  

Please note: This position will be based in one of the above-mentioned Callan office locations, working a hybrid (office/home) schedule with approximately two to three (2-3) days a week in the office.

What’s Unique about This Role?

Callan believes that our organization and culture are made stronger through diverse perspectives and experiences. Collaborating with diverse teams throughout the company, you will work with some of the highest quality and most complex clients in the country to help them achieve their investment goals. 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 your years of experience.

Primary Duties

–Conduct investment manager searches across the fixed income investment style and market cap spectrum leveraging Callan’s proprietary screening tool and database of over 10,000 investment strategies

–Support consultants and clients by responding to requests for analysis on current investments

–Evaluate and monitor investment managers across a wide range of criteria and articulate your opinions verbally and in writing

–Collaborate with Callan consultants and other research professionals across all Callan offices on client educational topics, portfolio structure, and general public fixed income asset class questions

–Contribute to Callan’s research output through blog posts, creative thought pieces, client workshops, and market-related webcasts

–Pursue and develop research interests beyond fixed income including ESG, DEI, and industry trends

Job Skills & Requirements

Skills and Characteristics:

–Keen and demonstrated interest in investing and following capital markets

–Believes that acting ethically is paramount in everything they do

–Effective and professional communication, presentation, and writing skills and desire to continually learn and develop over time

–Admits to not having all the answers but is determined to do what it takes to find them; asks questions when required and listens intently

–Comfortable working within a team to find the right solutions for clients

–Strong ability to actively contribute to team discussions with well-researched opinions, sustain their position when challenged, and adapt when presented with compelling alternatives

–Excellent organizational skills, strong attention to detail, and the ability to prioritize work to meet deadlines even during the busiest times

–Acts with humility and a high level of accountability for their work and actions alongside their colleagues

–Values diversity, equity, and belonging as key tenets of an impactful culture and successful business

Education and Experience:

–Bachelor’s degree  required, preferably in finance, statistics, economics, or related degree

–Minimum experience of 3-5+ years in the investment or financial industry

–Three+ years of relevant fixed income industry experience preferred

–Progress toward or interest in earning the CFA and/or CAIA designation (if not yet earned)

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. Callan believes in broad equity ownership throughout our employee base and allows for owners to financially benefit from Callan’s overall success. 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 advises 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 LLC is an equal opportunity employer.