Vice President – Real Assets Consulting

Callan

. Serve as lead or back-up Real Assets consultant for approximately three to five client relationships .

Posted 10/7/2026full-timeUnited StatesLead💰 $100,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates deep knowledge of real asset capital markets and investment landscapes, with a strong ability to develop client relationships and deliver exceptional investment consulting services. Proficient in asset allocation strategies, manager due diligence, and performance monitoring.

Highest-signal resume keywords

Real Asset Capital Markets KnowledgeClient Relationship DevelopmentInvestment Consulting ServicesManager Due DiligenceCFA or CAIA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ConsultingAsset AllocationManager EvaluationPerformance MeasurementResearch and Analysis

Soft Skills

Effective CommunicationTeam CollaborationDetail-OrientedProactive Problem SolvingClient Service Orientation

Certifications & Qualifications

CFACAIA

Industry Keywords

Real EstateInfrastructureFarmlandTimberlandClient Engagement

About the role

Key responsibilities & impact

Serve as lead or back-up Real Assets consultant for approximately three to five client relationships
Generate more than $500,000 in annual revenue through exceptional client service and new business development
Deliver investment consulting services across real estate, infrastructure, farmland, and timberland
Develop strategic recommendations related to asset allocation, manager structure, and investment policies
Conduct manager due diligence, evaluations, and searches for plan implementation
Monitor client portfolios through quarterly performance measurement and ongoing manager due diligence
Research and respond to client needs with relevant, actionable insights
Develop expertise in designated Real Assets segments
Contribute to research and thought leadership through research papers, workshops, and educational seminars
Lead projects and initiatives that advance firm goals and capabilities
Build and maintain industry relationships and represent Callan at external engagements
Collaborate with colleagues by sharing knowledge and providing guidance
Promote continuous learning, professional development, and exceptional client service

Requirements

What you’ll need

Deep knowledge of real asset capital markets and the investment landscape
Ability to form supportable opinions and communicate succinctly with coworkers and clients
Demonstrated experience sourcing and developing new client relationships
Ability to work collaboratively in a team
Success managing multiple client relationships and projects simultaneously
Clear, concise, and confident written and presentation communication
Passion for learning and seeking new ideas
Detail-oriented, self-motivated, and proactive
Willingness and ability to travel
Ability to work effectively in a small- to mid-sized organization
Bachelor’s degree required
CFA or CAIA preferred, or progress toward one or both designations
Must be authorized to work for any employer in the U.S.; Callan cannot sponsor or take over sponsorship of an employment visa

Benefits

Comp & perks

Base salary
Bonus
401(k) matching
Profit-sharing
Health benefits
Medical benefits
Dental benefits
Vision benefits
Monthly communications stipend
Tuition assistance
Training for all Callan databases, research, and other systems
Team-building events
Community outreach opportunities
Wellness events
Opportunity to become equity partners