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Performance Analyst at Callan - ApplyBlast

Performance Analyst

Callan

1 month ago

4.2 on Glassdoor

Portland, Oregon, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

Callan is seeking a Performance Analyst to join its Client Report Services team in Portland, OR, where you will calculate and verify portfolio returns to produce investment measurement reports. This role involves analyzing client portfolio performance, interacting with clients and consultants, and generating custom reports using proprietary software. The position offers an opportunity to support sophisticated institutional investors while developing critical skills in investment measurement and reporting.

Responsibilities

Calculate and verify portfolio returns using custodial statements
Produce investment measurement reports and generate custom reports
Reconcile returns with investment managers and verify dividends

Skills

Qualifications

Bachelor's degree in finance, statistics, mathematics, or related degree

About Callan

callan.com

Headquarters

San Francisco, California, United States

Company Size

51-200 employees

Founded

1973

View Profile

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.