Investment Analyst — Private Alternatives & AI Portfolios

Calamos Investments; Naperville (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Parental leave

Job summary

Calamos Investments seeks an Investment Analyst to support the Investment Team in developing customized investment solutions for prospects and clients, emphasizing portfolio analysis, construction, and transitions in private-alternative investments.

The role partners with Wealth Advisors to communicate investment strategies, conduct research, and apply AI to streamline repeatable tasks while maintaining strong investment judgment.

Qualifications

• Strong quantitative and analytical abilities.
• Interest in portfolio construction and investment implementation.
• Excellent communication and collaboration with internal partners.

Responsibilities

• Supports development and review of customized investment proposals and transition plans.
• Executes day-to-day administration of private-alternative investments and related workflows.
• Partners with Wealth Advisors to provide technical investment support and client communications.
• Identifies opportunities to apply AI and technology to streamline repeatable work.
• Conducts investment research and analysis to inform portfolio construction decisions.
• Contributes to manager due diligence and ongoing monitoring.
• Develops investment updates, analytical materials, and strategy discussions for clients.
• Maintains investment-analysis frameworks and process documentation.
• Ensures recommendations align with client objectives, risk, liquidity, and tax considerations.
• Advances the investment practice through research and process improvements.

Skills

Quantitative skills

Investment knowledge

Communication skills

AI in finance

Education

Bachelor's degree in finance, economics, or business

Tools

Bloomberg

CAIS

Job description

Calamos Investments seeks an Investment Analyst to support the Investment Team in developing customized investment solutions for prospects and clients, emphasizing portfolio analysis, construction, and transitions in private-alternative investments.

The role partners with Wealth Advisors to communicate investment strategies, conduct research, and apply AI to streamline repeatable tasks while maintaining strong investment judgment.