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 RoleThe Research Analyst is responsible for conducting high-quality research and recommending timely investments to portfolio managers, primarily in semiconductors and hardware within the technology sector, focusing on US equities and convertible securities across equity market capitalizations. This analyst primarily supports our US multi-asset class and convertible strategies which include open and closed end funds and separately managed accounts.
Primary Responsibilities- Generates due diligence/financial analysis, investment recommendations and positioning ideas, and communicates this information to portfolio managers.
- Prepares research reports including company overviews, industry and competitive analysis, valuation and other relevant information based on qualitative, quantitative, and fundamental factors for the US technology sector.
- Monitors fundamental and technical targets for current and prospective holdings on a regular basis and is responsive to changing market conditions, company events, and industry news.
- Serves as the subject matter expert within the specified coverage; organizes and participates in technology sector strategy reviews within the research team.
- Monitors technology sector performance and holdings relative to investment benchmarks and the firm’s macro-economic outlook.
- When appropriate, works proactively and constructively in collaboration with analysts and PMs on other teams within the firm.
- Meets with internal portfolio specialists, clients, consultants, and prospects to review our investment process, portfolio construction, individual positions, performance, and attribution as needed.
- Develops and maintains a solid understanding of Calamos products, investment models, and processes.
- Performs related duties as assigned.
- Bachelor’s degree in Finance, Economics, Math or related field is required.
- Progress towards or attainment of a CFA, MBA and/or MS in Finance is strongly preferred.
Minimum of 4 years' experience in equity research with a minimum of 1 year in the technology sector, preferably in semiconductors and hardware.
- Convertible securities analysis experience is preferred, but not required.
- A passion for investments combined with a strong work ethic, integrity, and a commitment to individual development.
- Ability to work effectively both independently and in a team environment with limited supervision.
- Excellent research skills with the ability to efficiently compile and analyze data.
- High attention to detail with excellent communication and organizational skills.
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 $115,000 - $135,000 annually. 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.
BenefitsCalamos 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
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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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