Sr. Research Analyst - Technology

Calamos Investments • Chicago, IL

9d

About The Position

CALAMOS IS SEEKING TO ATTRACT A HIGHLY SKILLED AND EXPERIENCED SENIOR RESEARCH
ANALYST WITH EXPERTISE IN THE TECHNOLOGY SECTOR. THE IDEAL CANDIDATE WILL BE A
CAREER ANALYST WHO BRINGS OUTSTANDING ANALYTICAL CAPABILITIES AND DEEP EXPERTISE
IN TECHNOLOGY, MEDIA, & TELECOM (“TMT”) COMPANIES ACROSS THE MARKET
CAPITALIZATION SPECTRUM, WITH AN EMPHASIS ON LARGE CAP STOCKS. THE SUCCESSFUL
CANDIDATE WILL POSSESS THE FORTITUDE AND EXPERIENCE TO CONTRIBUTE BOTH LONG-TERM
AND TACTICAL INVESTMENT RECOMMENDATIONS ACROSS VARIOUS SEGMENTS OF TMT,
PRIMARILY TO THE FIRM’S U.S. CORE AND GROWTH EQUITY STRATEGIES.

THE RESEARCH ANALYST WILL BE A CULTURE CHAMPION WHO EMBODIES AND PROMOTES
CALAMOS’ VALUES OF INTELLECTUAL RIGOR, CONSTRUCTIVE DEBATE, AND CHALLENGING
CONVENTIONAL METHODS TO UNCOVER INNOVATIVE INVESTMENT PERSPECTIVES. THE FIRM’S
CULTURE THRIVES ON SUBSTANTIATED AND BOLD INVESTMENT CONVICTION WITHIN AN
ENVIRONMENT OF COLLABORATION AND TEAMWORK. THE IDEAL CANDIDATE WILL EMBRACE AND
ENHANCE THIS DYNAMIC CULTURE, CONTRIBUTING TO A FIRM ROOTED IN THE HIGHEST
STANDARDS OF MUTUAL TRUST, RESPECT, AND OPEN DIALOGUE.

Requirements

• ADVANCED ANALYTICAL SKILLS WITH A PROVEN ABILITY TO INTERPRET COMPLEX DATA AND MAKE INFORMED DECISIONS. HIGH PROFICIENCY IN RESEARCH METHODOLOGIES, VALUATION TECHNIQUES, AND FINANCIAL MODELING. THE SUCCESSFUL CANDIDATE WILL HAVE EXPERIENCE ACROSS THE CAPITALIZATION SPECTRUM, LONG ONLY AND LONG-SHORT INVESTING, AND THE ABILITY TO GENERATE IDEAS ON BOTH SHORT-TERM AND LONG-TERM TIME HORIZONS.
• DEMONSTRATED ABILITY TO WORK EFFECTIVELY BOTH INDEPENDENTLY AND IN A TEAM ENVIRONMENT WITH LIMITED SUPERVISION.
• EXCELLENT RESEARCH SKILLS WITH THE ABILITY TO EFFICIENTLY COMPILE AND ANALYZE DATA.
• HIGH ATTENTION TO DETAIL WITH EXCELLENT COMMUNICATION AND ORGANIZATIONAL SKILLS.

Nice To Haves

• BACHELOR’S DEGREE IN FINANCE, ECONOMICS, MATH OR RELATED FIELD IS REQUIRED.
• PROGRESS TOWARDS OR ATTAINMENT OF A CFA, MBA AND/OR MS IN FINANCE IS STRONGLY PREFERRED.
• MINIMUM OF 10-15 YEARS OF EXPERIENCE IN EQUITY RESEARCH WITH THE TMT SECTOR IS STRONGLY PREFERRED. BUYSIDE EXPERIENCE IS PREFERRED.

Responsibilities

• RESEARCH AND ANALYSIS: PREPARE CONCISE RESEARCH SUMMARIES, AS WELL AS COMPANY OVERVIEWS AND MORE DETAILED INDUSTRY AND COMPETITIVE ANALYSES, VALUATIONS, AND OTHER RELEVANT QUANTITATIVE AND FUNDAMENTAL FACTORS. MONITOR AND UPDATE FUNDAMENTAL AND TECHNICAL TARGETS FOR CURRENT AND PROSPECTIVE HOLDINGS ON A CONSISTENT BASIS.
• INVESTMENT RECOMMENDATIONS: DEVELOP AND DELIVER ACTIONABLE BUY/SELL RECOMMENDATIONS BASED ON RIGOROUS ANALYSIS AND STRATEGIC OBJECTIVES. PARTICIPATE IN, AND CONTRIBUTE TO, STRATEGY REVIEWS WITH THE RESEARCH TEAM TO ENSURE ALIGNMENT WITH INVESTMENT GOALS.
• PORTFOLIO MANAGEMENT SUPPORT: MONITOR PERFORMANCE AND HOLDINGS RELATIVE TO INVESTMENT OBJECTIVES, BENCHMARKS, AND CALAMOS’ MACROECONOMIC OUTLOOK. STAY ABREAST OF CURRENT PORTFOLIO HOLDINGS ACROSS DIFFERENT STRATEGIES.
• OTHER DUTIES AS ASSIGNED.

Benefits

• 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.

What This Job Offers

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