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Performance Analyst at Callan

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Employer: Callan

Expires: 03/31/2020

About the PositionCallan has an entry-level position available in the Client Report Services group in San Francisco. The performance analyst is responsible for the calculation and verification of portfolio returns and characteristics. The end product of this analysis is the production of investment measurement reports that track the performance and structure of our corporate, public, Taft-Hartley, and endowment and foundation clients. Duties and functions include but are not limited to:Data Collection and EvaluationCalculate returns using custodial statementsReconcile returns with fund managersObtain client information from managers/recordkeepersGenerate portfolio characteristicsUse Bloomberg to verify dividends/capital changesProduction of Investment Measurement ReportsInteract 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 software programsBackground and CharacteristicsHave familiarity with and interest in the institutional investment marketBe self-motivated, accurate, detail-oriented, and able to work independently while meeting numerous deadlinesBe able to thrive in an unstructured environmentBe proficient in Microsoft Excel, Word, and OutlookHave excellent interpersonal, communication, and organization skillsHave a bachelor’s degree in business, statistics, math, economics, or related fieldPlease email a cover letter and resume referencing “CRS Performance Analyst” to CallanCallan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $2 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. We use 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 six offices throughout the U.S.Callan is an equal opportunity employer.