Client Report Services - Performance Analyst

Job overview

The Client Report Services - Performance Analyst is a hybrid role based in Portland, OR. The compensation is $65,000 - $75,000 per year. This role supports the Callan Client Report Services team. This role exists to calculate and verify portfolio returns and characteristics for institutional clients. The analyst produces investment measurement reports that provide insights into portfolio performance.

What you'll do

• Calculate returns using custodial statements.
• Reconcile returns with investment managers.
• Obtain client information from investment managers/recordkeepers.
• Generate portfolio characteristics.
• Verify dividends/capital changes.
• 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.

What we're looking for

Skills & competencies

full-time

day shift

portland or

finance

performance analyst

investment

callan

hybrid

data analysis

$65k-$75k/yr

Work arrangement

• Weekend coverage required

Benefits & perks

• Base salary, bonus, 401(k) matching, profit-sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance

About the employer

Callan is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.