The Role
Supports wealth planning and business strategy operations through financial planning data management, client document reconciliation, reporting, process improvement, sales enablement analysis, system enhancements, and workflow automation. The Analyst prepares client planning materials, maintains eMoney records, develops insights for leadership, documents processes, and coordinates improvements across wealth management teams.
Summary Generated by Built In
About CalamosCalamos 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 RoleCalamos Wealth Management is seeking a highly motivated candidate to join our team as an Analyst. This position will report to the Chief Wealth Strategist and may also have a dual reporting relationship with other members of CWM leadership, depending on business needs and assigned responsibilities.The Analyst will support the Wealth Planning practice and broader business strategy and operational initiatives, working closely with leadership and senior team members to provide analytical, administrative, and project support. Responsibilities will include financial planning data management, process improvement, reporting, and the effective use of existing and emerging technologies.This role will contribute to improving operational efficiency, supporting our advisors and client service teams, and enabling the continued growth of Calamos Wealth Management.Primary ResponsibilitiesFinancial Planning
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
- Support the Wealth Planning team in the preparation and development of client financial plans, including gathering, organizing, and entering client financial information into eMoney and related planning tools.
- Assist with the collection, review, and reconciliation of client financial documents, including account statements, tax returns, insurance policies, estate planning documents, and other information necessary to support the financial planning process.
- Maintain and update client financial planning data within eMoney, ensuring accuracy, completeness, and consistency of information across client records and related systems.
- Assist Wealth Planning Specialists with the preparation of financial planning reports, client presentations, and supporting materials, including running planning scenarios and generating reports under the direction of senior team members.
- Support the Wealth Planning team with ongoing administrative and operational activities, including tracking outstanding client information, maintaining planning records, coordinating follow-up items, and identifying opportunities to improve the efficiency and consistency of planning workflows.
- Contribute to sales enablement projects by gathering, consolidating, and analyzing large data sets, producing insights on sales initiatives, profitability, and advisor effectiveness.
- Assist leadership with oversight and execution of system maintenance and system enhancements, preparing business case proposals, maintaining and tracking project progress and notes, pulling and packaging related client data, and creating internal implementation presentations and guides.
- Create and assist with ad hoc and recurring reporting functions to support leadership and translate sales management insights and data into actionable strategic and operational recommendations.
- Prepare critical documentation of process improvement projects, capturing key stakeholder insights, workflow details, and recommendations for procedural solutions and changes.
- Serve as a liaison between Wealth Planning, Client Service, and other CWM teams with respect to assessing, documenting, and improving client onboarding processes, account openings, CRM and financial systems, internal communications, and coordination.
- Support process improvement and automation initiatives, including identifying opportunities to leverage AI-enabled tools to streamline workflows, reduce manual activities, and enhance operational efficiency.
- Bachelor's degree in business, finance, economics, or a related discipline is required.
- 0 -2 years experience in an analytical role (preferably in a financial firm, Wealth Management, or Investment Adviser).
- Strong proficiency with Microsoft Excel and the broader Microsoft Office suite, including PowerPoint and Word; familiarity with Power BI, Python, or other data analytics tools is a plus.
- Familiarity with and comfort using artificial intelligence (AI) tools for research, data analysis, reporting, document preparation, and everyday productivity.
- Demonstrated curiosity and aptitude for emerging technologies, with an interest in leveraging AI and automation to improve business processes, streamline workflows, and enhance efficiency.
- Familiarity with financial planning concepts and software, particularly eMoney, is preferred but not required. Willingness to learn financial planning tools and processes is essential.
- Ability to work in a fast-paced environment and manage multiple tasks simultaneously, while adapting to shifting priorities and acting with a sense of urgency.
- Strong organizational skills and exceptional attention to detail.
- Aptitude to leverage both quantitative and qualitative resources to understand complex financial situations and support the development of solutions.
- Discretion and professionalism when handling sensitive and confidential client and business information.
- Excellent verbal and written communication skills.
- Self-starter with strong analytical, problem-solving, and critical-thinking skills, a willingness to learn, and a collaborative approach to working with others.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree in business, finance, economics, or a related discipline
- 0–2 years of experience in an analytical role, preferably in financial services, wealth management, or investment advisory
- Strong proficiency with Microsoft Excel and Microsoft Office, including PowerPoint and Word
- Familiarity with Power BI, Python, or other data analytics tools
- Familiarity with artificial intelligence tools for research, data analysis, reporting, document preparation, and productivity
- Interest in emerging technologies, AI, and automation for business process improvement
- Familiarity with financial planning concepts and eMoney
- Ability to manage multiple tasks in a fast-paced environment and adapt to shifting priorities
- Strong organizational skills and exceptional attention to detail
- Quantitative and qualitative problem-solving aptitude
- Discretion and professionalism when handling sensitive and confidential information
- Excellent verbal and written communication skills
- Analytical, problem-solving, and critical-thinking skills
- Collaborative approach, willingness to learn, and self-starter attitude
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The Company
What We Do
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.
