companyCallan logo

Senior Analyst – Implementation Solutions Group

CallanAtlanta GA, Chicago IL, Denver CO, Portland OR, Summit NJ, San Francisco (HQ) CA
Hybrid Full-time

Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.


Unlock Your Potential

Generate Job-Optimized Resume

One Click And Our AI Optimizes Your Resume to Match The Job Description.

Is Your Resume Optimized For This Role?

Find Out If You're Highlighting The Right Skills And Fix What's Missing

Experience Level

Experience

Qualifications

We are looking for a motivated individual with a keen interest in the custody and asset servicing industry. Ideal candidates will possess strong analytical skills, excellent communication abilities, and a proactive approach to problem-solving. A Bachelor’s degree in finance, business, or a related field is preferred.

About the job

Join Callan's Implementation Solutions Group as a Senior Analyst, where you will play a pivotal role in enhancing our consulting services. Your responsibilities will encompass conducting thorough due diligence for trust and custody services, executing comprehensive service and fee benchmarking studies, offering transition management support, and delving into the research of digital assets.
 
The Implementation Solutions Group is dedicated to delivering top-tier consulting services for both retainer and non-retainer clients on a project basis. Our mission is to help clients achieve Operational Alpha—maximizing efficiencies through improved investment structures, streamlined operational processes, and cost savings. This initiative is a cornerstone of Callan’s “Total Consulting” approach, which integrates Operational Alpha with Performance Alpha. The latter focuses on the expert application of Callan's capabilities in areas such as asset allocation, policy guidelines, manager structure, performance measurement, and global manager research.
 
We seek a candidate with a strong desire to learn about the custody and asset servicing industry, securities lending, capital markets, transition management, and the fast-evolving digital research landscape. As you grow in this role, you will be entrusted with greater responsibilities, eventually managing projects in collaboration with fellow team members.
 
Important Note: This position is primarily based at our San Francisco headquarters (preferred), or alternatively at one of our regional offices, with a hybrid work schedule of 2-3 days per week in-office, allowing flexibility for client meetings or in-person engagements. Candidates based out of a regional office should be prepared to travel to San Francisco periodically for essential training.
 
What Sets This Role Apart?
At Callan, we believe that a diverse array of perspectives and experiences strengthens our organization and culture. You will collaborate with various teams across the company, engaging with some of the most prestigious and complex clients nationwide to help them reach their investment objectives. While an appreciation for Callan’s unique collaborative culture is essential, demonstrating success in the desired skill sets is more critical than the number of years of experience.

About Callan

Callan is a leading consulting firm that provides innovative solutions and valuable insights to clients in the investment industry. We are committed to delivering exceptional service and fostering a collaborative environment where talented professionals can thrive.

Similar jobs

Tailoring 0 resumes

We'll move completed jobs to Ready to Apply automatically.