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Client Report Services - Performance Analyst

Callan
Location
Portland, OR
Posted
10 days ago
Department
Client Report Services (CRS)
What they actually want (must-haves)
  • Proficient in Microsoft Excel, Word, and Outlook
  • Excellent interpersonal, communication, and organization skills
  • Bachelor's degree required, preferably in finance, statistics, mathematics, or related degree
  • 0-2 years of professional work experience, preferably in finance or the investment industry
Nice to have
  • Familiarity/interest in the institutional investment market
  • Self-motivated, accurate, detail-oriented, and able to work independently while meeting numerous deadlines
  • Ability to thrive in an unstructured environment
  • Resourceful and patient
  • Strong desire to learn and drive to excel
What the job really is

As a Performance Analyst in the Client Report Services team at Callan, you will calculate and verify portfolio returns, produce investment measurement reports, and interact with clients and consultants regarding report content. This role involves data collection, evaluation, and generating custom reports while collaborating with various teams to support institutional investors in achieving their investment goals.

Benefits
  • Generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit-sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance
  • Training for all Callan databases, research, and other systems
  • Access to team-building events, community outreach opportunities, and wellness events
Things to weigh
  • Position requires a hybrid work schedule with approximately two days a week in the office
  • New college graduates are encouraged to apply, indicating a potential for less experienced candidates
  • No specific salary range mentioned
Job score3/5
Benefits2/5
Freshness5/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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