Research Associate, Financial Analyst, Financial Consultant

Description

Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed‑end funds, private funds, and UCITS funds.

Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area.

The Research Associate position is an excellent gateway into investment research. The job entails two primary responsibilities: portfolio administration and research. As an associate, responsibility is given to invest and monitor accounts following the direction of portfolio managers. This responsibility provides exposure to portfolio management and an understanding of investment strategy and monitoring. The research responsibility focuses on primary fundamental analysis in support of portfolio managers and senior analysts.

Senior sector heads. This work includes assignments such as company reviews, financial modeling, and portfolio analysis. This position is a starting point within research, with an emphasis on account administration in the initial stages.

• Invests a group of accounts following the strategy direction of portfolio managers.
• Addresses all client requests, including cash flows, tax trades, and guidelines.
• Supports portfolio management on their strategies via reports, scans, and monitoring.
• Completes increasing number and complexity of research assignments and demonstrates a good grasp of basic, fact‑based research skills.
• Completes company reviews, financial modeling, and portfolio analysis.
• Maintains a solid understanding of Calamos products and securities processing; maintains a knowledge of investment models and processes.

• Bachelor’s degree required in business, finance or other related area; work towards an MBA or Master’s in Finance preferred.
• CFA candidate preferred.
• 0–2 years of relevant work experience.
• High attention to detail with excellent organizational skills.
• Good research skills with the ability to compile and analyze data.
• Interest in and a solid knowledge about the markets and the industry.
• PC skills in Microsoft Office including Word and Excel with the ability to learn new programs quickly.

The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $80,000 – $95,000. Additionally, this position is eligible for an annual discretionary bonus.

Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer‑paid short and long‑term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.

Equal Opportunity Employer
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