The Role
Calculate and verify portfolio returns and characteristics using custodial and investment manager data. Produce investment measurement reports, reconcile performance information, validate dividends and capital changes, respond to client requests, and generate custom reports using proprietary systems. The role requires strong Excel skills, attention to detail, organization, communication, and an interest in institutional investments.
Summary Generated by Built In
About the Position
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.
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
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.
Skills Required
- Bachelor's degree
- Bachelor's degree preferably in finance, statistics, mathematics, or a related field
- 0-2 years of professional work experience
- Experience in finance or the investment industry
- Proficiency in Microsoft Excel, Word, and Outlook
- Excellent interpersonal, communication, and organizational skills
- Ability to work independently while meeting numerous deadlines
- Strong attention to detail and accuracy
- Familiarity with or interest in the institutional investment market
- Self-motivation, resourcefulness, patience, and willingness to learn
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The Company
What We Do
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional investors with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $3 trillion in total fund sponsor 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. Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland, OR. Note: Please do not share any personal information, investment advice, stock tips, or testimonials about Callan’s people or services on our LinkedIn, Twitter, or Facebook pages. Callan is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations or other materials from followers or third parties. Any comments posted by LinkedIn or Twitter users are those of the persons submitting them and do not represent Callan. If Callan interacts with other social media content (e.g., by "liking" or “retweeting” information, sharing links, etc.), it is not an endorsement of the individual or organization
