Callan · 1 hour ago
2026 Summer Intern
Callan is an employee-owned investment consulting firm offering internships at its San Francisco headquarters for the summer of 2026. The internship provides an opportunity to learn about Callan and the investment consulting industry while assisting various departments on projects and conducting investment research.
Consulting
Responsibilities
Assisting various departments throughout Callan on specific group projects. Potential areas of coverage include but are not limited to: Consulting, Performance Reporting, Manager Research, Database Solutions, Operations, Implementation Solutions, 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
Qualification
Required
Be available to work normal business hours Monday-Thursday, starting from Tuesday, June 9 through Thursday, August 20, 2026 (start date can vary to accommodate school schedule)
Have a strong interest in the institutional investment industry
Currently be 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, PowerPoint and Outlook
Have excellent interpersonal, communication, and organization skills and a positive attitude
Benefits
Training for all Callan databases, research, and other systems
Access to team-building events, community outreach opportunities, and wellness events
Company
Callan
One of the largest independently owned institutional investment consulting firms in the U.S.
Funding
Current Stage
Growth StageLeadership Team
Greg Allen
Chief Executive Officer and Chief Research Officer
Recent News
2025-11-07
2025-09-10
Company data provided by crunchbase