Wealth Management Intern (Portfolio Construction) at Calamos Investments

Summary:

The Wealth Management Intern assists the members of the Wealth Management team by providing administrative support and excellent project management skills.

Primary Responsibilities:

• Participates in new client onboarding process
• Assists in data/statement gathering and understands financial planning
• Assists with preparing for client reviews and observes the prospecting process
• Exposure to back office Operations and Compliance
• Conducts data analysis to support team initiatives and priorities
• Observes and assists Investment Team with proposal generation and due diligence
• Supports Marketing initiatives
• Special projects as assigned

Preferred Qualifications:

• Currently enrolled (rising junior and senior) in a Bachelor’s degree or  MBA program

• Evidence of challenging curriculum and a minimum 3.0 GPA.
• Independent and original thinker
• Strong level of integrity with an entrepreneurial spirit
• Demonstrated interest within the investment management industry is preferred
• Intermediate knowledge of Microsoft Office applications – Excel, PowerPoint and Word

For Illinois Applicants only: the expected hourly rate for this position is $22/hr.