Wealth Management Intern (Portfolio Construction)
Calamos Recruiting•Naperville, IL
2d
About The Position
The Wealth Management Intern assists the members of the Wealth Management team by providing administrative support and excellent project management skills.
Nice To Haves
- Currently enrolled (rising junior and senior) in a Bachelor’s degree or MBA program
- Evidence of challenging curriculum and a minimum 3.0 GPA.
- Independent and original thinker
- Strong level of integrity with an entrepreneurial spirit
- Demonstrated interest within the investment management industry is preferred
- Intermediate knowledge of Microsoft Office applications – Excel, PowerPoint and Word
Responsibilities
- Participates in new client onboarding process
- Assists in data/statement gathering and understands financial planning
- Assists with preparing for client reviews and observes the prospecting process
- Exposure to back office Operations and Compliance
- Conducts data analysis to support team initiatives and priorities
- Observes and assists Investment Team with proposal generation and due diligence
- Supports Marketing initiatives
- Special projects as assigned
Stand Out From the Crowd
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What This Job Offers
Career Level
Intern
Number of Employees
251-500 employees
