Sr. Paralegal

Calamos Investments; Naperville (IL); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Health and welfare benefits

401(k) and profit sharing

Paid parental leave

Job summary

Calamos Investments is seeking a Senior Paralegal who will provide comprehensive paralegal support across various investment management areas. The ideal candidate will have over 8 years of corporate paralegal experience, particularly in a financial services context, and should excel in drafting and filing SEC regulatory documents.

This role requires expertise in coordinating Board of Trustees meetings, handling shareholder meetings, and maintaining compliance records. The position offers a competitive salary ranging from $100,000 to $130,000 annually along with a comprehensive benefits package.

Qualifications

• 8+ years of corporate paralegal experience in financial services.
• Expertise in drafting SEC regulatory filings.
• Proficient in financial printer content management systems.

Responsibilities

• Draft and file SEC regulatory filings, including Forms N‑1A and N‑2.
• Coordinate Board of Trustees meetings and closed-end fund shareholder meetings.
• Assist in the review and completion of RFPs and DDQs.

Skills

Research skills

Drafting skills

Attention to detail

Organizational skills

Oral communication skills

Written communication skills

Education

Paralegal certificate from accredited ABA approved curriculum

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Diligent board book software

Job description

Calamos Investments is a diversified global investment firm offering innovative investment strategies, including alternatives, multi‑asset, convertible, fixed income, private credit, equity, and sustainable equity. With over $50 billion in AUM, including more than $23 billion in liquid alternatives assets as of April 30, 2026, the firm offers strategies through ETFs, mutual funds, closed‑end funds, interval funds, UCITS funds and separately managed portfolios. Clients include financial advisors, wealth management platforms, pension funds, foundations & endowments, and individuals, globally. Headquartered in the Chicago metropolitan area, the firm also has offices in New York, San Francisco, Milwaukee, Portland (Oregon), and the Miami area.

The Senior Paralegal is responsible for all Investment Company Act paralegal duties. Operating in a fast‑paced, innovative and commercially minded Legal Department, this position provides paralegal support to all investment management‑related areas of the firm. The Senior Paralegal also assists the department with various other projects as needed (e.g., corporate, investment adviser, private fund, global fund, real estate, etc.). The successful candidate will be a self‑starter who can prioritize and work on multiple projects concurrently.

Primary Responsibilities

• Drafts and files SEC regulatory filings, including registration statements on Forms N‑1A and N‑2, and provides legal input on Form N‑CSR, Form N‑PORT, etc.
• Coordinates Board of Trustees meetings, including drafting meeting agendas, materials, resolutions, and minutes, and liaises with members of the Board regarding meetings and follow‑up matters.
• Coordinates closed‑end fund shareholder meetings, including working with the proxy solicitation firm and transfer agent and coordinating other meeting‑related requirements.
• Maintains the minute books and records for all of the firm’s Investment Company Act‑registered pooled investment vehicles.
• Serves as a liaison between the Legal Department and other departments and outside service providers and legal counsel.
• Assists in the review of ISDA agreements and other derivatives‑related agreements.
• Reviews and completes RFPs and DDQs.
• Assists members of the Legal Department with various agreements related to the firm’s Investment Company Act‑registered pooled investment vehicles, including distribution‑related agreements.
• Assists in‑house counsel as needed with special projects, including fund launches, regulatory and internal audits, closing binders, due diligence materials, insurance, etc.
• Handles administrative support functions related to the paralegal function, including but not limited to, editing/revising documents, filings, scheduling meetings, etc.
• Handles confidential and sensitive information including contracts, offerings, litigation, etc. with the utmost discretion.
• Conducts legal research on a variety of topics.
• Performs related duties as assigned.

Preferred Qualifications

• Paralegal certificate required from an accredited ABA approved curriculum.
• At least 8 years of corporate paralegal experience, including in a financial services organization.
• Experience with financial printer content management systems used to prepare fund registration statements.
• Must have excellent research and drafting skills.
• Must have exceptional attention to detail and tremendous organizational skills.
• Must have superb oral and written communication skills.
• Computer skills in Microsoft Word, Excel, PowerPoint, and Outlook are table stakes for this role.
• Familiarity with Diligent board book software is 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 $100,000–$130,000 annually. Additionally, this position is eligible for an annual discretionary bonus.

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.