Senior Real Assets Consultant - Client Strategy & Growth

Lever, Inc.; United States; Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Base salary plus bonus

401(k) matching

Health/dental/vision benefits

Job summary

Callan is seeking a Real Assets Consultant to join our team. This position is based in any Callan office in the United States and offers a hybrid schedule with a minimum of 3 days in the office each week.

You will work with institutional clients across real assets (real estate, infrastructure, farmland, timberland), performing strategic planning, plan implementation, manager due diligence, and performance evaluation, while building trusted relationships and contributing to research and thought

Qualifications

• Strong investment knowledge in real assets classes.
• Ability to build trust with institutional clients.
• Excellent communication and presentation skills.

Responsibilities

• Lead or back-up Real Assets consultant for multiple client relationships.
• Deliver strategic planning, plan implementation, and performance evaluation.
• Conduct manager due diligence and searches.
• Engage in research, education, and knowledge sharing.

Skills

Real assets knowledge

Client relationship development

Data analysis

Time management

Communication

Team collaboration

Presentation skills

Learning mindset

Education

Bachelor's degree

Graduate degree preferred

CFA or CAIA preferred

Job description

Callan is seeking a Real Assets Consultant to join our team. This position is based in any Callan office in the United States and offers a hybrid schedule with a minimum of 3 days in the office each week.

You will work with institutional clients across real assets (real estate, infrastructure, farmland, timberland), performing strategic planning, plan implementation, manager due diligence, and performance evaluation, while building trusted relationships and contributing to research and thought