Product Reporting Associate

Posted Yesterday
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Naperville, IL, USA
In-Office
65K-75K Annually
Junior
Fintech • Software • Financial Services
The Role
Manage production and publishing of product marketing materials (pitchbooks, factsheets, commentaries), including proofreading, routing, approvals, and data publishing. Serve as project manager for recurring and ad-hoc updates, gather business and data requirements, coordinate between product, compliance, and marketing teams, maintain dashboards and reports, troubleshoot production issues, and support process improvements including AI-powered marketing tools.
Summary Generated by Built In
Summary of the RoleThe Product Reporting Associate is responsible for project management support regarding the production of product marketing content, pitchbooks, factsheets, commentaries, as well as third party database updates to effectively profile our products and support distribution efforts.Primary Responsibilities
  • Updating, proofing, routing, and posting of marketing materials/digital content, including data publishing support.
  • Serving as project manager for various marketing requirements, including monthly, quarterly, and ad-hoc updates of marketing materials.
  • Assisting with the approval process for marketing materials, including coordination and communication between product, compliance, and marketing teams.
  • Gathering business and data requirements for new marketing materials, collaborating with internal and external teams to create new materials and processes.
  • Maintaining dashboards, reports and spreadsheets drawing various databases.
  • Performs related duties as assigned.
Preferred Qualifications
  • Bachelor’s degree preferred.  Business degree a plus.
  • 0-3 years of previous applicable experience. Experience in the financial services industry is preferred.
  • Excellent organizational skills with the ability to keep track of numerous projects and manage deadlines in a fast-paced environment.
  • Excellent customer service and written and oral communication skills required.
  • Project management experience preferred.
  • Attention to detail essential, including data entry and proofing.
  • Strong analytical and technical skills, including the ability to troubleshoot issues in the production process, identify and implement solutions.
  • Must be proficient in Microsoft Office, including Outlook, Word, Excel, Teams and PowerPoint. Experience in editing PDFs with Adobe Acrobat.
  • Demonstrated interest or experience in AI-powered marketing tools and workflows, including familiarity with platforms such as Jasper or Writer. Ability to identify opportunities to streamline and refine production processes using AI is strongly preferred.
  • Familiarity with data management, coding or digital platforms a plus

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 $65,000 - $75,000. 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
  • 0-3 years previous applicable experience
  • Experience in the financial services industry
  • Excellent organizational skills
  • Excellent customer service and written and oral communication skills
  • Project management experience
  • Attention to detail, including data entry and proofing
  • Strong analytical and technical skills, including troubleshooting production processes
  • Proficiency in Microsoft Office (Outlook, Word, Excel, Teams, PowerPoint)
  • Experience editing PDFs with Adobe Acrobat
  • Demonstrated interest or experience in AI-powered marketing tools (Jasper, Writer)
  • Familiarity with data management, coding, or digital platforms
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The Company
HQ: Naperville, Illinois
455 Employees
Year Founded: 1977

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.

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