Calculate returns using custodial statements Reconcile returns with investment managers Obtain client information from investment managers and recordkeepers Generate portfolio characteristics Verify dividends and capital changes 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, and private equity funds Generate custom reports using proprietary software programs Collaborate with teams throughout Callan and support institutional investors with investment measurement reporting Requirements 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 Proficiency in Microsoft Excel, Word, and Outlook Familiarity/interest in the institutional investment market Ability to work independently while meeting numerous deadlines Ability to thrive in an unstructured environment Accuracy and attention to detail Resourcefulness and patience Strong desire to learn and drive to excel Applicants must be authorized to work for any employer in the U.S. Callan is unable to sponsor or take over sponsorship of an employment visa at this time Core Competencies Proficient in financial analysis and reporting, with strong skills in data reconciliation and portfolio management. Demonstrates attention to detail and the ability to work independently in a fast-paced, unstructured environment. Highest-signal resume keywords Financial Analysis Data Reconciliation Microsoft Excel Proficiency Portfolio Management Institutional Investment Knowledge Hard Skills Financial Analysis Data Reconciliation Portfolio Characteristics Generation Custom Report Generation Dividends Verification Capital Changes Verification Soft Skills Attention To Detail Resourcefulness Patience Ability To Work Independently Ability To Meet Deadlines Industry Keywords Investment Industry Institutional Investment Market Custodial Statements Client Interaction Investment Measurement Reporting Tools & Technologies Microsoft Excel Microsoft Word Microsoft Outlook Proprietary Software Programs #J-18808-Ljbffr
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