Callan is seeking a new team member to join our Measurement Development team in our San Francisco headquarters. As a customer support analyst at Callan, a leading independent investment consulting firm, you will interact and build relationships with asset managers, helping them use our online data collection portal. You will be responsible for company-wide data campaigns that help our clients make more informed decisions. You will learn Callan’s database architecture and explain key concepts to internal customers.
Please note: This position will be expected to work a hybrid schedule, with approximately one to two (1-2) days a week in the office.
What’s Unique about This Role?
Callan believes that our organization and culture are made stronger through diverse perspectives and experiences. Collaborating with diverse 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.
Primary Duties
·Manage ongoing data collection and uploading across thousands of asset managers
·Respond to time-sensitive requests with efficiency and accuracy
·Utilize multiple portals to gather and upload data into internal systems
·Provide support and resolve ad hoc requests from internal and external customers
·Follow detailed ongoing processes
Job Skills and Requirements
Skills and Characteristics
·Strong organizational skills with keen attention to detail
·Effective and responsive internal and external communication, both written and verbal
·Commitment to accuracy and data quality
·Proficiency in Microsoft Excel and Outlook
·Aptitude for learning new software and systems
·Good problem-solving skills and analytical thinking
·Ability to collaborate effectively with others while balancing individual tasks and responsibilities autonomously
·Proactive and adaptable to changing priorities
Education and Experience
·Bachelor’s degree is preferred but not required, or equivalent combination of education, training, and experience
·Minimum 2 years of professional work experience, preferably in an office environment
·Background or interest in investment consulting and finance industries
·Experience in successfully handling confidential information and data
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
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$65,000 - $75,000 a year
The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future.
As an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners. Visit www.callan.com/careers to learn more about Callan’s culture, benefits, and more. \n
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 advises 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.
Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage all, especially women, people of color, and those in the LGBTQ+ community, 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 diverse perspectives and experiences.
