- Develops and maintains a complete understanding of competing ETF features and benefits to draw competitive advantages of our ETFs across different asset classes and client types. Collaborates with the Investment Team to understand expected capital markets and macro-economic impacts for each product based on various market conditions.
- Collaborates with Product Analytics to develop Product team views for each ETF regarding asset allocation approaches and positioning in relation to key competitors.
- Drives development of ETF positioning and promotes ETFs in collaboration with multiple departments. Partners with Marketing, Investment Team, Head of ETFs, and Distribution on the design and creation of ad hoc prospecting materials and sales ideas. Work with Product and Channel Marketing as a central idea source for content.
- Ensures that each ETF has a strong base of core product marketing and client material that clearly communicate the investment value proposition to target clients.
- Responsible for ensuring ETF presentations, fact sheets and all other collateral related to ETFs reflect accurate and current positioning.
- Collaborates with the Product Team regarding new ETF launches, with an emphasis on working with the Investment Team to communicate the strategy and providing launch materials in partnership with Marketing and Distribution.
- Develops training initiatives to educate sales team on ETF features and positioning.
- Be proactive and responsive in communication with Distribution partners to create a productive feedback loop and provide them with the materials and positioning points best suited to support their efforts.
- Bachelor’s degree required, preferably in Finance or other related discipline.
- 5-10+ years of work experience, with experience in the asset management or ETF industry. Experience in product management a plus.
- Progress toward CFA, CAIA or CFP designation, preferred.
- Strong understanding of traditional and alternative investment strategies, ETFs, and capital markets.
- Broad industry knowledge, with an understanding of the institutional and retail client needs, market trends and competitive landscape.
- Ability to develop compelling ideas and messaging to support the ETF product suite.
- High attention to detail with well-developed analytical and problem solving skills. Able to interpret data from analytical software such as Morningstar Direct, Zephyr, Strategic Insights, eVestment Alliance, etc.
- Team player with client service mindset. Excellent communication and presentation skills with the ability to interact with all levels of the organization.
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 $150,000 - $175,000. 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.
Equal Opportunity Employer
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 (preferably in Finance)
- 5-10+ years of work experience, with experience in asset management or the ETF industry; product management experience a plus
- Progress toward CFA, CAIA, or CFP designation
- Strong understanding of traditional and alternative investment strategies, ETFs, and capital markets
- Ability to interpret data from analytical software such as Morningstar Direct, Zephyr, Strategic Insights, eVestment Alliance
- High attention to detail, analytical and problem solving skills
- Excellent communication and presentation skills; ability to interact with all levels of the organization
- Team player with a client service mindset
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.








