Client Report Services - Performance Analyst

Lever, Inc.; Portland, Chicago (OR, IL); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

Team-building events

Job summary

Callan is seeking a Performance Analyst to join our Client Report Services (CRS) team in Portland, OR or Chicago, IL. You will calculate and verify portfolio returns and characteristics, then produce investment measurement reports for client portfolios.

This role offers a hybrid schedule with approximately two days in the office each week. The ideal candidate has an interest in investments and data analysis, strong time management, and the ability to build trusted relationships with clients and

Qualifications

• Bachelor's degree in finance, statistics, mathematics or related field.
• 0–2 years experience; new graduates encouraged to apply.
• Proficiency in Excel, Word, and Outlook.
• Strong interpersonal, communication, and organizational skills.
• Familiarity with institutional investment markets encouraged.
• Self-motivated, accurate, detail-oriented, and able to work independently under deadlines.

Responsibilities

• Calculate and verify portfolio returns and characteristics from custodial statements.
• Reconcile returns with investment managers.
• Obtain client information from managers/recordkeepers.
• Generate portfolio characteristics and verify dividends/capital changes.
• Produce investment measurement reports and respond to client requests.
• Interact with clients and consultants on report content.

Skills

Excel

Interpersonal skills

Organization skills

Attention to detail

Independent work

Education

Finance/Statistics/Math degree

Job description

About the Position

Callan is seeking a new team member to join our Client Report Services (CRS) team located at one of the following Callan office locations: Portland, OR, or Chicago, IL. 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.

Please note: This position will be expected to work a hybrid schedule, with approximately two (2) 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. 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.

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

Skills:

• 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

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.

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

$65,000 - $75,000 a year

The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future.

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 that are backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with 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.