RFP Database Coordinator

RFP Database Coordinator

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.

What's Unique About This Role?

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.

Primary Duties

• Oversee Callan's RFP database and support the 120+ colleagues who use the RFP database to produce RFPs or RFP entries :
• Manage RFP entry review schedules with subject matter experts to ensure timely and accurate updates
• Review new entry submissions for database inclusion
• Respond to ad-hoc RFP data requests
• Identify and implement efficiencies to improve RFP writers' experience
• Manage the RFP database vendor relationship :
• Interact with the vendor to resolve issues and stay apprised of new or emerging features
• Add / remove and train users as necessary
• 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

Job Skills and Requirements

Skills :

Characteristics :

Education and Experience :

Compensation, Benefits & Training :

At Callan, you can expect :

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.

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 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.

Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone 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 a broad array of perspectives and experiences.