2025 Summer Intern

About the Position

Callan is offering two internships at its San Francisco headquarters for the summer of 2025. This is a great opportunity to learn about both Callan and the investment consulting industry. This approximately 10-week internship program will be directed by the Student Engagement Team whose mission at Callan is to engage and be a constant resource for students of all communities who share an interest in growing with Callan and the investment industry. The objectives for this internship include becoming familiar with Callan’s lines of business, examining the different types of career opportunities available within the industry, and identifying skills needed for success. This internship is also an opportunity to learn from industry professionals and develop a strong network to leverage throughout your time at Callan and beyond. Daily responsibilities will be supplemented with education on specific lines of business at Callan as well as topical industry subjects.

The intern’s duties include:

–    Assisting various departments throughout Callan on specific group projects. Potential areas of coverage include but are not limited to:

o    Consulting

o    Performance Reporting

o    Manager Research

o    Database Solutions

o    Operations

o    Implementation Solutions

o    Information Technology

–    Helping conduct and compile investment and operational research with assistance from Callan team members

–    Attending asset manager and/or client meetings

–    Data entry and data analysis

–    Working with proprietary internal and external software programs including Salesforce, Pardot, and Atlassian

–    Meeting with mentors and colleagues across Callan to hear insights on the industry and what working at Callan entails

To qualify, you must:

–    Available to work normal business hours Monday-Thursday, starting from Tuesday, June 10* through Thursday, August 14, 2025 (*start date can vary to accommodate school schedule)

–    Have a strong interest in the institutional investment industry

–    Currently enrolled in an undergraduate degree program offered by an accredited college/university

–    Be self-motivated, accurate, and detail-oriented while meeting numerous deadlines

–    Be able to thrive in an unstructured environment with peers

–    Be proficient in Microsoft Excel, Word, and Outlook

–    Have excellent interpersonal, communication, and organization skills and a positive attitude

–    No course requirements are necessary for this internship as all majors are welcome

–    To be considered, please submit your resume along with a cover letter. Visit our dedicated internship page for more information about our program and Callan.

Compensation, Benefits & Training

At Callan, you can expect:

·       Training for all Callan databases, research, and other systems

·       Access to team-building events, community outreach opportunities, and wellness events

This role pays $25/hour.

As a part-time, temporary position, this role is not eligible for benefits.

As an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners. Visit www.callan.com/careers to learn more about Callan’s culture, benefits, and more.

To be considered, please submit your resume along with a cover letter.

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.

Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage all, especially women, people of color, and those in the LGBTQ+ community, to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through diverse perspectives and experiences.