Performance Analyst

Job description

About the Position Callan is seeking a new team member to join our Client Report Services (CRS) team in the following Callan locations: Chicago, Portland, or San Francisco headquarters. As a Performance Analyst in the Client Report Services (CRS) group at Callan, a leading independent investment consulting firm, you’ll be responsible for calculating and verifying portfolio returns and characteristics. From this analysis, you’ll produce investment measurement reports that provide important insights into the performance of our client portfolios. Our goal is to identify a candidate with a genuine interest in investments, data analysis, and reporting, has intellectual curiosity, strong project and time management skills and a true appreciation for the value of building strong, trusted relationships with clients and fellow Callan colleagues. Please note: This position will be expected to work a hybrid schedule, with approximately two (2) days a week in the office. What’s Unique about This Role?: Callan believes our organization and culture are made stronger through a broad array of perspectives and experiences. Collaborating with various teams throughout the company, you will work with...