Client Report Services - Senior Analyst

divh2Senior Analyst, Client Report Services/h2pCallan is seeking a new team member to join our Client Report Services (CRS) team in 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./ppThis position will be expected to work a hybrid schedule, with a minimum of 2 days a week in the office./ppAs a senior analyst in CRS, you will generate investment measurement reports for clients, providing important insights into their portfolio performance. Along the way, you will hone the fundamentals of investment measurement reporting, learn the specific needs of large institutional investors, and build critical skills to take your career to the next level./ppWorking among more than 20 investment professionals who make up the CRS group, you will produce investment reports for about 10 large institutional clients. This includes all phases of report generation using proprietary systems, as well as third-party data vendors./ppA key part of your day will involve collaborating with the Callan general consultant and clients. You will also serve as a mentor to junior analysts and assist with group projects/enhancements./ppOver time, you will develop an area of specialization, depending on your interest and skills (e.g., private equity, real assets, ESG, defined contribution, quality control, and software testing)./ppApproximately 75% of your time is dedicated to client reporting with the balance focused on mentoring and departmental items./ppCallan 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 Callans unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than your years of experience./ph3Primary Duties:/h3pData Collection and Evaluation:/pulliCalculate returns using custodial statements/liliReconcile returns with investment managers/liliObtain client information from investment managers/recordkeepers/liliGenerate portfolio characteristics/liliVerify dividends/capital changes/li/ulpProduction of Investment Measurement Reports:/pulliInteract with clients and consultants on report content/liliCheck returns and analysis for content and reasonability/liliRespond to special requests/liliObtain non-custodial information for mutual/commingled/real estate/private equity funds/liliGenerate custom reports using various proprietary software programs/li/ulpMentorship and Department Resource:/pulliMentor junior analysts through training, review of quarterly work product, and ongoing interaction/liliAssist with CRS group training through research and education of complex topics or new reporting features (e.g., attribution analysis, overlay programs, GASB 67 reporting)/liliProvide input regarding department enhancements (e.g., education/training, processes, workflow, deliverables)/liliParticipate in new technology testing/liliContribute to research projects and publish deliverables with other specialists/departments/li/ulh3Job Skills and Requirements/h3pSkills:/pulliExcellent and effective interpersonal, communication, and organizational skills/liliBuild and maintain relationships internally and externally/liliAdvanced technical skills with Microsoft Office applications, including Excel and Access/li/ulpCharacteristics:/pulliStrong interest in investments, data analysis, and reporting/liliResourceful and self-motivated and great deal of patience/liliResponsive, detail-oriented, and accurate with the ability to meet deadlines/liliAbility to work independently in an unstructured environment managing multiple deadlines/li/ulpEducation and Experience:/pulliBachelors degree required, preferably in finance, statistics, mathematics, or related degree/liliExperience of 5-7+ years in the investment industry or performance background preferred/liliInterest in obtaining CIPM or CFA designation/liliMentoring experience preferred/li/ulh3Compensation, Benefits Training/h3pAt Callan, you can expect:/pulliA 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/liliTraining for all Callan databases, research, and other systems/liliAccess to team-building events, community outreach opportunities, and wellness events/li/ulpAs an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners. Visit to learn more about Callans culture, benefits, and more./pp$90,000 - $110,000 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./ppCallan 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./ppCallan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at 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./ppResearch 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./p/div