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.

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.

·        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 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.

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

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

Job Skills and Requirements

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

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

As 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.

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.