---
title: 'Client Report Services - Performance Analyst at Callan'
canonical: 'https://feeny.ai/job/client-report-services-performance-analyst-callan-portland-hzyf8m9r417v'
type: 'job'
last_seen: '2026-09-12'
---

# Client Report Services - Performance Analyst at Callan

- **Company:** Callan
- **Location:** Portland, OR
- **Compensation:** $65k–$75k
- **Work type:** hybrid
- **Posted:** 2026-09-10
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.lever.co/callan/a56cc421-3784-4bff-922a-3d72dcb22465

## Job description

## About the Position

Callan is seeking a new team member to join our Client Report Services (CRS) team located in the Portland, OR office. As a Performance Analyst in the Client Report Services (CRS) group at Callan, a leading independent investment consulting firm, you’ll be responsible for calculating and verifying portfolio returns and characteristics. From this analysis, you’ll produce investment measurement reports that provide important insights into the performance of our client portfolios. 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.

Please note: This position will be expected to work a hybrid schedule, with approximately two (2) days a week in the office.

What’s Unique about This Role? Callan believes our organization and culture are made stronger through a broad array of perspectives and experiences. Collaborating with various 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.

In this position, you’ll 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. Along the way, you’ll hone the fundamentals of investment measurement reporting, learn the specific needs of large institutional investors, and critical skills to take your career to the next level.

Primary Duties:

Data Collection and Evaluation:

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

Production of Investment Measurement Reports:

- 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

Job Skills and Requirements

Skills:

- Be proficient in Microsoft Excel, Word, and Outlook
- Excellent interpersonal, communication, and organization skills

Characteristics:

- Have a familiarity/interest in the institutional investment market
- Be self-motivated, accurate, detail-oriented, and able to work independently while meeting numerous deadlines
- Be able to thrive in an unstructured environment
- Resourceful and have a great deal of patience
- Strong desire to learn and drive to excel

Education and Experience:

- Bachelor’s degree required, preferably in finance, statistics, mathematics, or related degree
- 0-2 years of professional work experience, preferably in finance or the investment industry.  New college graduates are encouraged to apply.

## Compensation, Benefits & Training

At Callan, you can expect:

- A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit-sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more
- Training for all Callan databases, research, and other systems
- Access to team-building events, community outreach opportunities, and wellness events

## About Callan

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions that are backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.

Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at www.callan.com.

Callan is an equal opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone 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 a broad array of perspectives and experiences.

## About Callan

## Company Overview
- **One-liner**: Callan is an independent, employee-owned investment consulting firm that provides tailored advice, proprietary research, and ongoing education to institutional investors.
- **Entity Type**: Private (employee-owned)
- **Headquarters**: San Francisco, California, USA
- **Founded**: 1973
- **Founders**: Not publicly available

## Core Business
- **Primary industry**: Investment consulting / Institutional financial services
- **Target customers**: Institutional investors – pension and defined contribution plans, endowments, foundations, insurance companies, health care organizations, independent investment advisers, and other asset owners (B2B, Enterprise)
- **Mission or purpose**: “Advance our clients’ investment goals” (core mission, as stated on the careers page)

## Products & Services
- **Fund Sponsor Consulting (FSC)**: Non-discretionary and discretionary advisory services for institutional investors, including strategic planning, manager search/evaluation, performance measurement, OCIO (outsourced chief investment officer), and multi-manager portfolios via collective investment trusts (CITs) and custom target-date funds.
- **Institutional Consulting Group (ICG)**: Provides investment managers with research, education, performance measurement, database and analytical tools to better serve institutional clients.
- **Independent Adviser Group**: Tailored advisory services for independent investment advisers, including fixed‑fee or asset‑based fee structures.
- **Callan Institute**: Industry‑recognized research and education arm that publishes independent research and offers fiduciary education programs (including “Callan College”).

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private, employee‑owned)
- **Key Metric**: Over $4.5 trillion in assets under advisement (as of 2024); $34.28 billion in discretionary assets under management (as of December 31, 2023)
- **Notable Investors/Partners**: 100% employee‑owned; no external investors. Partners include the institutional clients served (400+ plans, funds, and asset pools).
- **Growth Signals**: Stable, established firm with a 50+ year track record; continues to add roles (multiple open positions listed as of 2025). Headcount of 205+ employees (2024) indicates steady, deliberate growth rather than rapid scaling.

## Competitive Advantages
- **Independence**: Employee‑owned structure ensures client interests are paramount, with no external shareholder pressure.
- **Proprietary Research**: The Callan Institute is a respected source of independent institutional investment research and education.
- **Scale & Expertise**: Advises on over $4.5 trillion in assets, serving some of the largest U.S. institutional investors.
- **Longevity**: Founded in 1973, with decades of experience across market cycles.

## Strategic Focus
- Deepening client relationships through customized, fiduciary‑oriented solutions.
- Expanding OCIO and discretionary management capabilities (e.g., CITs, custom target‑date funds).
- Continuing to invest in proprietary data, research, and educational offerings (Callan Institute, Callan College).
- Maintaining a strong culture of quality, collaboration, and integrity to attract and retain top talent.

## Why Work Here
- **Culture**: Emphasizes core values – keeping client interests paramount, supporting associate success, commitment to quality and collaboration, integrity, and honoring every commitment. Strong focus on diversity, equity, and belonging.
- **Benefits**: Highly competitive – Callan pays 95% of health insurance premium (HMO/EPO/HDHP) or 82% (PPO), 100% of dental/vision premiums for employee, and >75% for dependents. Company‑paid life insurance (3x salary), 401(k) with immediate 25% match and full vesting, profit sharing after one year, tuition reimbursement ($2,500/year), 12 company holidays plus 2 personal holidays and 2 mental health days, generous parental/pregnancy leave, and charitable donation matching.
- **Work Environment**: Office‑based with locations in San Francisco (HQ) and likely other U.S. cities (Atlanta office mentioned in open positions). Remote/hybrid policy not publicly disclosed. Professional development is encouraged through reimbursement for designations and tuition.
- **Engineering Culture**: Not a tech company; roles are primarily consulting, research, analytics, and client services. Technology teams support internal systems and client reporting.

## Sources
1. [Callan Careers Page](https://www.callan.com/careers/)
2. [Callan Main Site](https://www.callan.com/)
3. [Callan Form ADV Part 2A (2024)](https://www.callan.com/uploads/2024/03/ad836156bd39c0ca6977b6501e74f632/2024-callan-form-adv-2a-final.pdf)
4. [Callan LinkedIn Page](https://www.linkedin.com/company/callan)
5. [Callan People & Teams](https://www.callan.com/people-and-teams/)

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