Become a Performance Analyst on Callan's Client Report Services team in a hybrid work setting based in Portland or San Francisco. Your analytical skills will support institutional investors by calculating portfolio returns and producing insightful reports.
Callan seeks a motivated candidate to join our Client Report Services group. As a Performance Analyst, you will focus on data analysis, reporting, and building client relationships. Proficiency in portfolio characteristics and investment measurement will be key skills utilized daily in this role, working with some of the largest institutional clients across the U.S.
Key Responsibilities:
• Calculate returns using custodial statements
• Generate portfolio characteristics and verify account changes




• Interact with clients on report details
• Produce customized investment measurement reports
• Respond to unique client requests promptly
Requirements:
• Bachelor’s degree in finance or related field
• 0-2 years of experience in finance or investment
• Proficient in Microsoft Excel, Word, and Outlook
• Solid communication and organization skills
• Detail-oriented with ability to meet deadlines
Utilize your analytical and relationship-building skills to excel in Callan's dynamic Client Report Services team.
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📌 Performance Analyst at Callan in Hybrid Role (Leeds and Grenville United Counties)
🏢 Callan
📍 Leeds and Grenville United Counties