Hybrid RFP Database Coordinator en Callan

Callan is seeking a full-time RFP Database Coordinator to join our Fund Sponsor Consulting team. As the RFP Database Coordinator at Callan, a leading independent investment consulting firm, you will manage the RFP database used to support our new business efforts. Our goal is to identify a candidate with strong project and time management skills and a true appreciation for the value of building collaborative relationships with Callan colleagues.  

 

Please note: This position is a future opportunity with an approximate start date in the fall 2025. This position will be based in one of the above-mentioned Callan office locations and is expected to work a hybrid (office/home) schedule, with approximately 1-3 days a week in the office.

 

Callan believes our organization and culture are made stronger through a broad array of perspectives and experiences. Callan provides consulting services to some of the highest-quality and most complex clients in the country to help them achieve their investment goals. Though not client-facing, your role directly impacts the timely production of accurate and up-to-date proposal content by collaborating with various teams throughout the company. 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.

 

 

·        Oversee Callan’s RFP database and support the 120+ colleagues who use the RFP database to produce RFPs or RFP entries:

·        Manage the RFP database vendor relationship:

- Stay current on automation and AI feature development and provide training to Callan users 

·        Maintain and evolve organizational-level entries by working with key stakeholders

·        Complete quarterly and annual firm statistics (e.g., client, employee, financial, database, project statistics, etc.), pulling from various databases throughout the firm and posting updates

·        Maintain statistics and provide support for third-party consulting firm requests

·        Conduct specialized training as needed for RFP writers

·        Serve as a conduit between stakeholders to resolve RFP and statistical reporting issues

·        Stay current on firm and personnel developments and update RFP content when needed

·        Conduct ongoing RFP reviews/audits to share best practices and identify areas for improvement

·        Track RFP pipeline and outcomes to produce an annual report to management

·        Collaborate with team members on informational requests, projects, and ad-hoc statistical queries

 

Skills:

·        Excellent and effective interpersonal, communication (written and verbal), and organizational skills

·        Strong project management skills with the ability to meet competing deadlines

·        Proficiency with Microsoft Office applications and AI tools

 

Characteristics:

·        Resourceful and self-motivated

·        Responsive and detail-oriented

·        Ability to work independently in an unstructured environment, managing multiple projects

 

Education and Experience:

·        Bachelor’s degree preferred or equivalent experience

·        3-5+ years’ experience in request for proposal writing required

·        Strong proficiency in RFP database management with experience using Loopio preferred

·        Knowledge of the investment or investment consulting industry preferred

 

 

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. Visit www.callan.com/careers to learn more about Callan’s culture, benefits, and more.

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients 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 is an equal opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.