Investment Strategist bei Calamos Investments

About Calamos

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.

Summary of the Role

We are seeking a mid-level Investment Strategist to join our Investment Team. In this role you will take the lead in developing macro analysis, investment models, portfolio optimization models using non-parametric techniques (e.g., Mean Absolute Semi-Deviation), expert grid models, etc. You will be essential in creating CIO dashboards that provide deep insight into their investment processes and portfolio models.

Primary Responsibilities

• Develops tools and models in support of the investment process for the Calamos multi-asset public/private model portfolios.

• Supports quarterly model portfolio strategy rebalance with presentation charts, markets analysis.

• Works together with other colleagues, including Calamos Distribution Team, to create proprietary investment solutions for complex client engagements.

• Supports the design and development of new Calamos products.

• Supports work for the Executive Investment Committee.

• Prepares presentations and supporting material for existing and potential clients including data visualization; charts, graphs, tables and commentary.

Preferred Qualifications

• Bachelor’s degree in Philosophy and Physics.

• 3-5 years of experience in financial services.

• Proficient in MS Excel, Python, Julia, Optimization, PowerPoint.

• Looking for an independent thinker who can convey complex ideas and implement these with minimal supervision.

• Ability to present to both internal and external clients and stakeholders.

• Good presentation and writing skills. Ability to interact with senior decision-makers and clients.

• Pleasant personality with genuine motivation to contribute to a great workplace atmosphere.

Compensation Disclosure

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 $145,000 - $165,000. Additionally, this position is eligible for an annual discretionary bonus.

Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future.

Benefits

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.