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 San Francisco headquarters. As a Performance Analyst in the Client Report Services (CRS) group at Callan, a leading independent investment consulting firm, you will calculate and verify portfolio returns and characteristics. From this analysis, you will produce investment measurement reports that provide important insights into the performance of our client portfolios.

The position will be on a hybrid schedule, with approximately two days a week in the office.

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. In this position, you will 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.

You will hone the fundamentals of investment measurement reporting, learn the specific needs of large institutional investors, and develop critical skills to take your career to the next level.

• Calculate returns using custodial statements
• Reconcile returns with investment managers
• Obtain client information from investment managers/recordkeepers
• Generate portfolio characteristics
• Verify dividends/capital changes

• 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/commingaled/real estate/private equity funds
• Generate custom reports using various proprietary software programs

• 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

• Bachelor's degree required, preferably in finance, statistics, mathematics, or related field
• 0‑2 years of professional work experience, preferably in finance or the investment industry. New college graduates are encouraged to apply.

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 - $85,000 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.

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.