Portfolio Strategist chez 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 Portfolio Strategist to join our Investment Team. In this role, you will play a key part in providing expert fiduciary and investment advice to clients through the lens of their multi-asset portfolios.  

The development and oversight of prospect and client strategies to ensure they are optimized for client specific objectives.

Primary Responsibilities

• Deliver subject matter expertise on markets and multi-asset portfolios.

• Putting the client first, help improve their investment process and build better investment portfolios.

• Supports quarterly model portfolio strategy update with quantitative analysis of asset classes and materials such as written articles and presentations.

• Work closely with Calamos Distribution Team to create the best client experience possible.

• Supports custom analysis and materials for the Calamos Executive Investment Committee.

• Handles related duties and responsibilities as assigned.

Preferred Qualifications

• Bachelor’s degree in Finance or Economics. MBA Preferred.

• 3-5 years buy-side experience in a multi-asset investment team.

• Good presentation and writing skills (sample required). Great PowerPoint presentation skills.

• Strong knowledge of MS Excel, Python, Bloomberg, PowerPoint.

• Be a passionate student of markets and exhibit the right balance of quantitative and qualitative skills required for expert portfolio construction.

• Understand the fundamental drivers of the main asset classes and how these interact.

• Excellent communication, attention to detail, problem-solving, and organizational skills.

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

• Pleasant personality, willing to contribute to a great work environment.

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.