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. 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.