Client Report Services - Senior Analyst

About The Position

Callan is seeking a new team member to join our Client Report Services (CRS) team in the following Callan locations:
Portland, OR, or San Francisco headquarters. As a senior analyst at Callan, a leading independent investment consulting firm, you will 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. 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 one to two (1-2) 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. 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.

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

Mentorship and Department Resource:

• Mentor junior analysts through training, review of quarterly work product, and ongoing interaction
• Assist with CRS group training through research and education of complex topics or new reporting features (e.g., attribution analysis, overlay programs, GASB 67 reporting)
• Provide input regarding department enhancements (e.g., education/training, processes, workflow, deliverables)
• Participate in new technology testing
• Contribute to research projects and publish deliverables with other specialists/departments

Skills:

• Excellent and effective interpersonal, communication, and organizational skills
• Build and maintain relationships internally and externally
• Advanced technical skills with Microsoft Office applications, including Excel and Access

Characteristics:

• Strong interest in investments, data analysis, and reporting
• Resourceful and self-motivated and great deal of patience
• Responsive, detail-oriented, and accurate with the ability to meet deadlines
• Ability to work independently in an unstructured environment managing multiple deadlines

Education and Experience:

• Bachelor’s degree required, preferably in finance, statistics, mathematics, or related degree
• Experience of 5-7+ years in the investment industry or performance background preferred
• Interest in obtaining CIPM or CFA designation
• Mentoring experience preferred

• 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

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…