Client Report Services - Performance Analyst

We need to output HTML fragment with sections: About the role? The posting includes "About The Position". We need to use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We must include sections only when posting has real, specific content. We must preserve all substantive info, not invent or summarize away detail. Remove boilerplate like EEO, etc. Also remove duplicated lines, application instructions. We need to parse the posting and extract relevant content. Let's extract sections: - About the role: The first paragraph: "Callan is seeking a new team member to join our Client Report Services (CRS) team located in the Portland, OR office. As a Performance Analyst in the Client Report Services (CRS) group at Callan, a leading independent investment consulting firm, you’ll be responsible for calculating and verifying portfolio returns and characteristics. From this analysis, you’ll produce investment measurement reports that provide important insights into the performance of our client portfolios. Our goal is to identify a candidate with a genuine interest in investments, data analysis, and reporting, has intellectual curiosity, strong project and time management skills and a true appreciation for the value of building strong, trusted relationships with clients and fellow Callan colleagues." Also "What’s Unique about This Role?" paragraph: "Callan believes our organization and culture are made stronger through a broad array of perspectives and experiences. Collaborating with various teams throughout the company, you will work with some of the highest- quality and most complex clients in the country to help them achieve their investment goals. 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. In this position, you’ll have an opportunity to support some of the largest, most sophisticated institutional investors in the U.S., including pension and defined contribution plans, endowments, foundations, insurance companies, and health care organizations. Along the way, you’ll hone the fundamentals of investment measurement reporting, learn the specific needs of large institutional investors, and critical skills to take your career to the next level." Also "Please note: This position will be expected to work a hybrid schedule, with approximately two (2) days a week in the office." That's schedule info. Also "Compensation, Benefits & Training 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" Also "About Callan" paragraph: description of company. We need sections: About the role (maybe combine About The Position and What's Unique). Responsibilities: Primary Duties list. Requirements: Education and Experience. Skills: Job Skills And Requirements Skills and Characteristics. Benefits: Compensation, Benefits & Training. Schedule: hybrid schedule note. Pay: Not explicitly given a range; there is a line: "The range listed represents what we reasonably expect to pay for this role at the time of this posting." But no actual numbers given. So we should not create Pay section because no specific numbers. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. For Pay, we have no numbers, so we should not include Pay section. For Schedule we have hybrid schedule note, so include Schedule section. For Benefits we have details, include Benefits section. We also need to include maybe "Qualifications" but we have Education and Experience; could be under Requirements or Qualifications. The instruction: use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose which to include based on content. We have content for About the role, Responsibilities, Requirements (Education and Experience), Skills (Job Skills And Requirements Skills and Characteristics), Benefits, Schedule. Possibly also Qualifications but we could merge with Requirements. Better to have Requirements for education/experience, and Skills for skills/characteristics. Qualifications maybe not needed. We must not repeat job title as heading. Not include Job ID etc. We must output only HTML fragment, no /, no markdown fences. We need to use

for each section heading. Use

• for any list of duties/requirements/benefits. Use

  for prose. We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep the details as they are, but we can format them into lists. Let's extract each piece. About the role: combine the first paragraph and the "What’s Unique about This Role?" paragraph. Also maybe include the note about hybrid schedule? No, schedule separate. We'll produce:

  About the role

  Callan is seeking a new team member to join our Client Report Services (CRS) team located in the Portland, OR office. As a Performance Analyst in the Client Report Services (CRS) group at Callan, a leading independent investment consulting firm, you’ll be responsible for calculating and verifying portfolio returns and characteristics. From this analysis, you’ll produce investment measurement reports that provide important insights into the performance of our client portfolios. Our goal is to identify a candidate with a genuine interest in investments, data analysis, and reporting, has intellectual curiosity, strong project and time management skills and a true appreciation for the value of building strong, trusted relationships with clients and fellow Callan colleagues.

  Callan believes our organization and culture are made stronger through a broad array of perspectives and experiences. Collaborating with various teams throughout the company, you will work with some of the highest- quality and most complex clients in the country to help them achieve their investment goals. 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. In this position, you’ll have an opportunity to support some of the largest, most sophisticated institutional investors in the U.S., including pension and defined contribution plans, endowments, foundations, insurance companies, and health care organizations. Along the way, you’ll hone the fundamentals of investment measurement reporting, learn the specific needs of large institutional investors, and critical skills to take your career to the next level.

  Responsibilities: Primary Duties list. We have: 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 We need to format as
  • . Could group under headings? Not required; just list items. Could keep subheadings as plain text within

    maybe. But we need to preserve all substantive info. We could keep the subheadings as

    Data Collection and Evaluation:

    then list. Or we could just list all items. The instruction: Use
    • for any list of duties/requirements/benefits. So we need to put each duty as
    • . The subheadings could be separate

      or part of

    • . Probably better to keep subheadings as

      then list. Thus:

      Responsibilities

      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
      Requirements: Education and Experience. Text: "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. New college graduates are encouraged to apply" We can format as list.

      Requirements

      • 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
      • New college graduates are encouraged to apply
      Skills: Job Skills And Requirements Skills and Characteristics. Skills list: - Be proficient in Microsoft Excel, Word, and Outlook - Excellent interpersonal, communication, and organization skills Characteristics: - 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 We can format as two lists or combine.

      Skills

      • Proficient in Microsoft Excel, Word, and Outlook
      • Excellent interpersonal, communication, and organization skills

      Characteristics

      but we only allowed headings list; but we could put under Skills heading with subheadings. However instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It didn't forbid other headings but says "Use

      for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections; we could still add other headings but better to stick to allowed ones. We could incorporate Characteristics under Skills as part of same section, maybe using

      to describe. But we need to preserve all detail; we can put them as list items under Skills with headings inside

      ? Might be messy. Better to have a separate section for Qualifications maybe? But we already used Requirements for education/experience. Could use Qualifications for skills/characteristics. But the instruction says we can use Qualifications heading. So we could put skills under Skills heading and characteristics under Qualifications heading. However we already used Requirements for education/experience. Let's do: - Skills: technical/proficiency. - Qualifications: characteristics/familiarity. Thus:

      Skills

      • Proficient in Microsoft Excel, Word, and Outlook
      • Excellent interpersonal, communication, and organization skills

      Qualifications

      • Familiarity/interest in the institutional investment market
      • Self-motivated, accurate, detail-oriented, and able to work independently while meeting numerous deadlines
      • Able to thrive in an unstructured environment
      • Resourceful and have a great deal of patience
      • Strong desire to learn and drive to excel

      Benefits: from "Compensation, Benefits & Training 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