Analyst

Calamos Recruiting • Napervill, IL

4d

About The Position

Calamos Wealth Management is seeking a highly motivated candidate to join our team as an Analyst. This position will report to the Chief Wealth Strategist and may also have a dual reporting relationship with other members of CWM leadership, depending on business needs and assigned responsibilities. The Analyst will support the Wealth Planning practice and broader business strategy and operational initiatives, working closely with leadership and senior team members to provide analytical, administrative, and project support. Responsibilities will include financial planning data management, process improvement, reporting, and the effective use of existing and emerging technologies. This role will contribute to improving operational efficiency, supporting our advisors and client service teams, and enabling the continued growth of Calamos Wealth Management.

Requirements

• Bachelor's degree in business, finance, economics, or a related discipline is required.
• 0 -2 years experience in an analytical role (preferably in a financial firm, Wealth Management, or Investment Adviser).
• Strong proficiency with Microsoft Excel and the broader Microsoft Office suite, including PowerPoint and Word.
• Familiarity with financial planning concepts and software, particularly eMoney, is preferred but not required.
• Willingness to learn financial planning tools and processes is essential.
• Ability to work in a fast-paced environment and manage multiple tasks simultaneously, while adapting to shifting priorities and acting with a sense of urgency.
• Strong organizational skills and exceptional attention to detail.
• Aptitude to leverage both quantitative and qualitative resources to understand complex financial situations and support the development of solutions.
• Discretion and professionalism when handling sensitive and confidential client and business information.
• Excellent verbal and written communication skills.
• Self-starter with strong analytical, problem-solving, and critical-thinking skills, a willingness to learn, and a collaborative approach to working with others.

Nice To Haves

• Familiarity with Power BI, Python, or other data analytics tools is a plus.
• Familiarity with and comfort using artificial intelligence (AI) tools for research, data analysis, reporting, document preparation, and everyday productivity.
• Demonstrated curiosity and aptitude for emerging technologies, with an interest in leveraging AI and automation to improve business processes, streamline workflows, and enhance efficiency.

Responsibilities

• Support the Wealth Planning team in the preparation and development of client financial plans, including gathering, organizing, and entering client financial information into eMoney and related planning tools.
• Assist with the collection, review, and reconciliation of client financial documents, including account statements, tax returns, insurance policies, estate planning documents, and other information necessary to support the financial planning process.
• Maintain and update client financial planning data within eMoney, ensuring accuracy, completeness, and consistency of information across client records and related systems.
• Assist Wealth Planning Specialists with the preparation of financial planning reports, client presentations, and supporting materials, including running planning scenarios and generating reports under the direction of senior team members.
• Support the Wealth Planning team with ongoing administrative and operational activities, including tracking outstanding client information, maintaining planning records, coordinating follow-up items, and identifying opportunities to improve the efficiency and consistency of planning workflows.
• Contribute to sales enablement projects by gathering, consolidating, and analyzing large data sets, producing insights on sales initiatives, profitability, and advisor effectiveness.
• Assist leadership with oversight and execution of system maintenance and system enhancements, preparing business case proposals, maintaining and tracking project progress and notes, pulling and packaging related client data, and creating internal implementation presentations and guides.
• Create and assist with ad hoc and recurring reporting functions to support leadership and translate sales management insights and data into actionable strategic and operational recommendations.
• Prepare critical documentation of process improvement projects, capturing key stakeholder insights, workflow details, and recommendations for procedural solutions and changes.
• Serve as a liaison between Wealth Planning, Client Service, and other CWM teams with respect to assessing, documenting, and improving client onboarding processes, account openings, CRM and financial systems, internal communications, and coordination.
• Support process improvement and automation initiatives, including identifying opportunities to leverage AI-enabled tools to streamline workflows, reduce manual activities, and enhance operational efficiency.

Benefits

• health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability)
• retirement benefits (401(k) and profit sharing)
• paid time off
• paid parental leave
• other wellness benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level