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Senior Analyst - Client Report Services

CallanPortland, OR, or San Francisco, CA
Hybrid Full-time

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Experience Level

Senior

Qualifications

QualificationsCandidates should possess strong analytical skills, attention to detail, and excellent communication abilities. A Bachelor's degree in finance, economics, or a related field is preferred, along with relevant experience in investment analysis or reporting. Ideal candidates will demonstrate intellectual curiosity and a willingness to learn and grow within a collaborative team environment.

About the job

Position Overview

Join Callan's dynamic Client Report Services (CRS) team as a Senior Analyst, based in either our Portland, OR or San Francisco, CA offices. As a pivotal member of a leading independent investment consulting firm, you will play a crucial role in delivering insightful investment measurement reports to some of the most sophisticated institutional investors across the United States, including pension funds, endowments, foundations, insurance companies, and healthcare organizations. We are looking for candidates who possess a passion for investments, strong analytical capabilities, and exceptional project management skills, along with a commitment to fostering strong relationships with both clients and colleagues.
 
Hybrid Work Schedule: This role requires a hybrid work model, with an expectation of being in the office one to two days a week.
 
As a Senior Analyst, you will generate key investment measurement reports that deliver critical insights into client portfolio performance. This position will allow you to refine your expertise in investment reporting, understand the specific needs of large institutional investors, and develop essential skills for advancing your career.
 
· Collaborate with over 20 investment professionals within the CRS group to produce comprehensive investment reports for approximately 10 large institutional clients, utilizing proprietary systems and third-party data sources.
 
· Engage closely with Callan’s general consultants and clients as a key part of your responsibilities, while also mentoring junior analysts and contributing to team projects and enhancements.
 
· Over time, you will be encouraged to develop a specialization based on your interests and skills in areas such as private equity, real assets, ESG, defined contribution, quality control, and software testing.

About Callan

About CallanCallan is a premier independent investment consulting firm dedicated to providing innovative solutions and insights to our clients. With a commitment to excellence and a focus on client service, we strive to empower institutional investors to achieve their financial objectives. Our team comprises seasoned professionals who are passionate about investments and dedicated to fostering long-term relationships with our clients.

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