Callan Performance Analyst in Client Report Services responsible for calculating and verifying portfolio returns and characteristics. Produce investment measurement reports providing insights into client portfolio performance.
Responsibilities
Calculate returns using custodial statements
Reconcile returns with investment managers
Obtain client information from investment managers/recordkeepers
Generate portfolio characteristics
Verify dividends/capital changes
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
Be proficient in Microsoft Excel, Word, and Outlook
Qualification
Excellent interpersonalBe self-motivatedBachelor’s degree requiredTraining for all Callan databasesAccess to team-building events
Required
Excellent interpersonal, communication, and organization skills
Have a familiarity/interest in the institutional investment market
Be self-motivated, accurate, detail-oriented, and able to work independently while meeting numerous deadlines
Be able to thrive in an unstructured environment
Resourceful and have a great deal of patience
Strong desire to learn and drive to excel
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. New college graduates are encouraged to apply.
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
