What are the responsibilities and job description for the Senior Analyst position at Callan?
Callan is seeking a new team member to join our Client Report Services (CRS) team in the following Callan locations : San Francisco headquarters, Portland, OR, or Atlanta. As a senior analyst at Callan, a leading independent investment consulting firm, you will have an opportunity to support some of the largest, most sophisticated institutional investors in the U.S., including pension and defined contribution plans, endowments, foundations, insurance companies, and health care organizations. 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.
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
Please note : This position will be expected to work a hybrid schedule, with approximately one to two (1-2) days a week in the office.
As a senior analyst in CRS, you will generate investment measurement reports for clients, providing important insights into their portfolio performance. Along the way, you will hone the fundamentals of investment measurement reporting, learn the specific needs of large institutional investors, and build critical skills to take your career to the next level.
Primary Responsibilities :
- Working among more than 20 investment professionals who make up the CRS group, you will produce investment reports for about 10 large institutional clients. This includes all phases of report generation using proprietary systems, as well as third-party data vendors.
- A key part of your day will involve collaborating with the Callan general consultant and clients. You will also serve as a mentor to junior analysts and assist with group projects / enhancements.
- Over time you will develop an area of specialization, depending on your interest and skills (e.g., private equity, real assets, ESG, defined contribution, quality control and software testing).
Approximately 75% of your time is dedicated to client reporting with the balance focused on mentoring and departmental items.
What’s Unique about This Role?
Callan believes that our organization and culture are made stronger through diverse perspectives and experiences. Collaborating with diverse teams throughout the company, you will work with some of the highest quality and most complex clients in the country to help them achieve their investment goals. Along with having an appreciation for Callan’s unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than your years of experience.
Primary Duties :
Data Collection and Evaluation :
Production of Investment Measurement Reports :
Mentorship and Department Resource :
Job Skills and Requirements
Skills :
Characteristics :
Education and Experience :
Compensation, Benefits & Training :
At Callan, you can expect :
As an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners. Visit www.callan.com / careers to learn more about Callan’s culture, benefits, and more.
90,000 - $110,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future.
Callan is an equal opportunity employer.
Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage all, especially women, people of color, and those in the LGBTQ community, to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through diverse perspectives and experiences.
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Salary : $90,000 - $110,000
