Calamos Investments · 2 months ago
Wealth Management Intern (Portfolio Construction)
Naperville, Illinois, United States
Internship
Onsite
Intern
$22/hr - $22/hrCalamos Investments is a company focused on wealth management, and they are seeking a Wealth Management Intern to assist their team with various administrative and project management tasks. The intern will participate in client onboarding, data analysis, and support marketing initiatives while gaining exposure to the investment management industry.
AdviceConsultingFinanceFinancial Services
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
Qualification
Required
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
Preferred
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
Company
Calamos Investments
Calamos Investments is a global investment firm committed to excellence in investment management and client services.
Founded in 1977
201-500 employees
H1B Sponsorship
Calamos Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (4)
2023 (4)
2022 (5)
2021 (4)
2020 (3)
Funding
Current Stage
Public CompanyTotal Funding
unknown2004-10-28IPO
Leadership Team
John Koudounis
Chief Executive Officer
Dan Dufresne
Chief Operating Officer
Recent News
2025-12-10
2025-11-19
Company data provided by crunchbase