Our history traces back to the challenging markets of the 1970s, when John P. Calamos, Sr. began his investment career using convertible securities to help clients build wealth and manage risk.
The hallmarks of those early days—innovation, risk management and client focus—continue to define our organization today.
Our investment solutions include alternative, equity, sustainable, multi-asset, fixed income and convertible strategies.
We view our success and longevity as a reflection of our ability to meet the demands of investors through long-term performance, organic growth and strategic acquisition.
Through that lens, we are honored that our assets under management have nearly doubled under the leadership of our President and Chief Executive Officer John Koudounis.
Under his leadership, we have also expanded our presence in New York and Chicago, grown our wealth management capabilities, and established ourselves as a leading liquid alternatives provider, the third largest in the United States.
Details below.
Summary:The Director of Portfolio Management is responsible for developing investment policy recommendations using quantitative and qualitative research and analysis to develop asset allocation strategies for Calamos Wealth Management (CWM) clients.
The Director of Portfolio Management is responsible for leading manager due diligence with respect to both public and private investments.
Primary Responsibilities:Works with the CWM Chief Investment Officer (CIO) and the Investment Committee to develop and manage asset allocation models and themes including capital market assumptions and issues of overall portfolio construction.Creates a framework and process for developing and recommending investment portfolios using efficient frontier tools and methodology (i.e., analyzing overall investment return of various scenarios, interplay of various asset classes or securities, and comparative return of different markets).Contributes to policy recommendations for expression and implementation in client portfolios; prepares white papers and other commentary to explain these recommendations.Represents investment team views and speaks to investment platform in client meetings.Leads and refines the due diligence process for investment managers and investment vehicles, covering both new opportunities and ongoing monitoring of existing capabilities.Conducts thorough quantitative and qualitative analyses of investment managers, including performance attribution, risk assessment, and operational due diligence.Leads operational projects related to the investment practice including account structure and trading/implementation considerations.Forms a partnership and strong working relationship with the broader firm's investment team as well as the advisors within CWM.Preferred Qualifications:Strong academic credentials at the undergraduate and graduate levels.
M.B.A. or master's degree in a relevant field (e.g., finance, economics).
CFA preferred.At least 10 years of relevant investment experience in the wealth management and asset management space, with some experience in leadership.Strong analytical skills with proficiency in quantitative analysis and financial modeling.Excellent communication skills, both verbal and written, with the ability to clearly articulate complex investment concepts.Proven track record in evaluating both traditional and alternative investment strategies.Deep understanding of various investment vehicles, including mutual funds, ETFs, separately managed accounts, and private investments.Experience with due diligence software and databases (e.g., Morningstar, eVestment, PitchBook) is highly desirable.For Illinois Applicants only: The expected annual base salary range for this position is $150,000 – $175,000.
The selected candidate salary is based on numerous factors such as, but not limited to work experience, relevant education, qualifications, certifications, skill level, and geographic location.
This is the current estimate of the base salary range intended for this role at the time of this posting.
The base salary range may be modified in the future.
This position is also eligible for an annual discretionary bonus.
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