Client Report Services - Performance Analyst

About The Position

Callan is seeking a new team member to join our Client Report Services (CRS) team in Portland, OR and San Francisco headquarters. As a Performance Analyst in the CRS group, you’ll calculate and verify portfolio returns and characteristics, producing investment measurement reports that provide insights into client portfolio performance. The role requires a genuine interest in investments, data analysis, and reporting, along with strong project and time management skills.

This position will work a hybrid schedule, with approximately two (2) days a week in the office. The role is unique in its focus on collaborating with various teams to support large, sophisticated institutional investors, including pension and defined contribution plans, endowments, foundations, insurance companies, and health care organizations.

Primary Duties

• Data Collection and Evaluation
• Calculate returns using custodial statements
• Reconcile returns with investment managers
• Obtain client information from investment managers/recordkeepers
• Generate portfolio characteristics
• Verify dividends/capital changes
• Production of Investment Measurement Reports
• Interact with clients and consultants on report content
• Check returns and analysis for content and reasonability
• Respond to special requests
• Obtain non-custodial information for mutual/commingled/real estate/private equity funds
• Generate custom reports using various proprietary software programs

Job Skills And Requirements

• Be proficient in Microsoft Excel, Word, and Outlook
• Excellent interpersonal, communication, and organization skills
• Have a familiarity/interest in the institutional investment market
• Be self-motivated, accurate, detail-oriented, and able to work independently while meeting numerous deadlines
• Be able to thrive in an unstructured environment
• Resourceful and have a great deal of patience
• Strong desire to learn and drive to excel

Education and Experience

• Bachelor’s degree required, preferably in finance, statistics, mathematics, or related degree
• 0-2 years of professional work experience, preferably in finance or the investment industry

Compensation, Benefits & Training

• 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

About Callan

Founded as an employee-owned investment consulting firm in 1973, Callan empowers institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. With over $3 trillion in total assets under advisement, Callan serves pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan is an equal opportunity employer and encourages applications from all qualified individuals.