Callan
Client Report Services - Senior Analyst
Callan, San Francisco, California, United States, 94199
Client Report Services – Senior Analyst
Join to apply for the
Client Report Services - Senior Analyst
role at
Callan .
2 days ago Be among the first 25 applicants.
Base Pay Range $90,000.00/yr - $110,000.00/yr
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 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, intellectual curiosity, strong project and time‑management skills, and a true appreciation for building strong, trusted relationships with clients and fellow Callan colleagues. This position will be expected to work a hybrid schedule, with approximately one to two days a week in the office. You will generate investment measurement reports for clients, providing insights into their portfolio performance, 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 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 with a 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 a 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
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
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, making 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.
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.
#J-18808-Ljbffr
Client Report Services - Senior Analyst
role at
Callan .
2 days ago Be among the first 25 applicants.
Base Pay Range $90,000.00/yr - $110,000.00/yr
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 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, intellectual curiosity, strong project and time‑management skills, and a true appreciation for building strong, trusted relationships with clients and fellow Callan colleagues. This position will be expected to work a hybrid schedule, with approximately one to two days a week in the office. You will generate investment measurement reports for clients, providing insights into their portfolio performance, 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 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 with a 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 a 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
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
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, making 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.
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.
#J-18808-Ljbffr