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Manage accounting, financial reporting, and administration for assigned investment funds, including reviewing service-provider deliverables, financial statements, NAV pricing, expenses, regulatory filings, controls, and fund board materials. The role coordinates with administrators, custodians, auditors, and internal teams to resolve issues, supports leverage monitoring and special projects, and trains junior associates. Fund administration experience across ETFs, mutual funds, closed-end funds, interval funds, or UCITS funds is required.

The Staff Accountant prepares monthly accounting records, performs reconciliations, assists with tax documentation, and improves departmental efficiency using AI tools.

Drive business development for Calamos Wealth Management by cultivating custodial partner relationships, converting referrals into clients, managing regional sales activities and presentations, coordinating onboarding, and ensuring seamless client conversion and retention across assigned territory.

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.

Provides legal counsel for registered funds, asset management, investment advisers, and broker-dealer activities. Responsibilities include preparing SEC registration statements and filings, negotiating fund service provider agreements, supporting investment product launches, advising on regulatory compliance and derivatives agreements, coordinating with trustees and compliance teams, conducting legal research, supporting examinations, and supervising staff. The role requires deep Investment Company Act and Investment Advisers Act expertise, strong drafting skills, and the ability to manage complex projects.

Provides high-level administrative and operational support to the wealth management executive team. Responsibilities include complex calendar and travel coordination, confidential communications, onboarding, meeting and event logistics, reception, office operations, vendor management, supplies, facilities coordination, expense reports, and invoice processing. The role requires strong judgment, discretion, organization, communication, financial services familiarity, and advanced Microsoft Office skills in a full-time in-office environment.

Manage retail sales across an assigned territory to grow AUM for mutual funds, ETFs, and interval funds. Develop and execute business plans, travel to meet clients, collaborate with internal wholesalers, present product expertise, maintain CRM activity records, deliver regional sales updates, and handle related administrative tasks.

Lead strategic positioning and management of the firms ETF suite. Develop competitive product strategy, create marketing and sales collateral, support ETF launches, train and enable distribution, and collaborate with investment, marketing, analytics, and distribution teams to drive growth and profitability.

Sell and wholesale mutual fund and SMA products across a region to acquire and retain assets. Develop annual business plans, conduct regional meetings and presentations, collaborate with internal wholesalers, maintain CRM (Pivotal) activity data, provide product expertise, and report regional sales progress. Frequent travel and paperwork (expenses, updates) required.

The Senior Paralegal provides comprehensive paralegal support for investment-related legal matters including drafting SEC filings, managing meetings, and handling agreements, while ensuring attention to detail and organizational excellence.