Performance Analyst

Callan(6 months ago)

HybridFull TimeJunior$61,704 - $82,310 (estimated)Client Report Services

About this role

The Performance Analyst on Callan’s Client Report Services team supports institutional investment clients by calculating and verifying portfolio returns and characteristics. The role focuses on producing investment measurement reports that provide insight into the performance of client portfolios. It offers exposure to some of the largest and most sophisticated institutional investors in the U.S. and the opportunity to build a strong foundation in investment measurement and reporting. The position emphasizes collaboration within a highly client-focused, data-driven consulting environment.

View Original Listing

Required Skills

Portfolio Analysis
Performance Measurement
Data Collection
Data Reconciliation
Report Generation
Client Interaction
Investment Research
Excel
Microsoft Word
Microsoft Outlook

+6 more

Qualifications

Bachelor’s Degree in Finance
Bachelor’s Degree in Statistics
Bachelor’s Degree in Mathematics

About Callan

callan.com

Callan is an independent institutional investment consulting firm that advises pension plans, endowments, foundations, corporate and healthcare investors on portfolio design, manager selection, and risk management. It delivers investment consulting, manager research, performance measurement, OCIO and implementation services, and customized analytics to help clients simplify decisions and build smarter long-term plans. Known for data-driven research and client-focused solutions, Callan supports institutional investors across the U.S. and globally.