Junior Research Analyst

2 weeks ago


Madison, Wisconsin, United States Calamos Asset Management Full time


The Junior Research Analyst is responsible for conducting investment research within a variety of sectors that is consistent with the teams approach to growth stock investing.

Frequent communication with outside company management members and industry sell-side analysts will be necessary. Passion, decisiveness, hard work, extreme attention to detail, and a self-starter approach will also be necessary.

Primary Responsibilities:

Maintenance research on existing portfolio holdings - staying current on company-specific and industry-specific news, routine communication with sell-side analysts and company management team members, understanding details relating to press releases and company earnings releases including financial statement analysis; investigating unusual stock price activity.

Conduct detailed research on new stock ideas for the portfolios in a way that is consistent with the teams investment approach to growth stock investing.

New ideas can come from a variety of sources and are critical to investment outperformance.
Make decisive, informed recommendations to buy, sell, or hold a stock based on thorough research and analysis.
Periodically meet with and/or present to clients, consultants, prospective investors, or other Calamos colleagues.

Preferred Qualifications:
Bachelors degree in Finance, Economics, Math or related field is required. Progress towards a CFA, MBA and/or MS in Finance preferred.

1-5 years of relevant work experience and a willingness to research and analyze a variety of sectors and individual securities.

Knowledge and understanding of financial statements and commonly used financial ratios.
A passion for investments combined with a strong work ethic, integrity, and a commitment to individual development.
Ability to work effectively and autonomously, both independently and in a team environment.
Strong computer software skills, especially relating to spreadsheets.
Strong typing skills to aid in the note-taking process.

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