Callan is seeking a new team member to join our Client Report Services (CRS) team in the following Callan locations: San Francisco headquarters, Portland, OR, or Atlanta. 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.
As 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.
Primary Responsibilities: Working 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.A 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.Over 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).Approximately 75% of your time is dedicated to client reporting with the balance focused on mentoring and departmental items. What's Unique about This Role? Callan believes that our organization and culture are made stronger through diverse perspectives and experiences. Collaborating with diverse 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.
Primary Duties: Data Collection and Evaluation: Calculate returns using custodial statementsReconcile returns with investment managersObtain client information from investment managers/recordkeepersGenerate portfolio characteristicsVerify dividends/capital changesProduction of Investment Measurement Reports: Interact with clients and consultants on report contentCheck returns and analysis for content and reasonabilityRespond to special requestsObtain non-custodial information for mutual/commingled/real estate/private equity fundsGenerate custom reports using various proprietary software programsMentorship and Department Resource: Mentor junior analysts through training, review of quarterly work product, and ongoing interactionAssist 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 testingContribute to research projects and publish deliverables with other specialists/departmentsJob Skills and Requirements Skills: Excellent and effective interpersonal, communication, and organizational skillsBuild and maintain relationships internally and externallyAdvanced technical skills with Microsoft Office applications, including Excel and AccessCharacteristics: Strong interest in investments, data analysis, and reportingResourceful and self-motivated with a great deal of patienceResponsive, detail-oriented, and accurate with the ability to meet deadlinesAbility to work independently in an unstructured environment managing multiple deadlinesEducation and Experience: Bachelor's degree required, preferably in finance, statistics, mathematics, or related degreeExperience of 5-7+ years in the investment industry or performance background preferredInterest in obtaining CIPM or CFA designationMentoring experience preferredCompensation, 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 moreTraining for all Callan databases, research, and other systemsAccess to team-building events, community outreach opportunities, and wellness eventsAs an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners. Visit www.callan.com/careers to learn more about Callan's culture, benefits, and more.
$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. Callan is an equal opportunity employer.
Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage all, especially women, people of color, and those in the LGBTQ+ community, 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 diverse perspectives and experiences.
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