Portfolio Management Director

1 day ago


IL United States Calamos Asset Management Full time
Director of Portfolio Management

Calamos Asset Management seeks a seasoned professional to lead our portfolio management efforts. As Director of Portfolio Management, you will be responsible for developing investment policy recommendations using quantitative and qualitative research and analysis to develop asset allocation strategies for our clients.

Key Responsibilities:
  • Collaborate with the Chief Investment Officer and Investment Committee to develop and manage asset allocation models and themes, including capital market assumptions and portfolio construction.
  • Create a framework and process for developing and recommending investment portfolios using efficient frontier tools and methodology.
  • Contribute to policy recommendations for expression and implementation in client portfolios, preparing white papers and other commentary to explain these recommendations.
  • Represent investment team views and speak to investment platforms in client meetings.
  • Lead and refine the due diligence process for investment managers and investment vehicles, covering both new opportunities and ongoing monitoring of existing capabilities.
  • Conduct thorough quantitative and qualitative analyses of investment managers, including performance attribution, risk assessment, and operational due diligence.
  • Lead operational projects related to the investment practice, including account structure and trading/implementation considerations.
Preferred Qualifications:
  • Strong academic credentials, including an M.B.A. or master's degree in a relevant field, such as finance or economics.
  • 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, such as Morningstar, eVestment, and PitchBook, is highly desirable.


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