Calamos Investments · 3 months ago
Portfolio Strategist
New York, New York, United States
Full-time
Onsite
Mid Level
$145K/yr - $165K/yr
3+ years expCalamos Investments is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. The Portfolio Strategist will provide expert fiduciary and investment advice to clients, focusing on optimizing their multi-asset portfolios according to specific objectives.
AdviceConsultingFinanceFinancial Services
Responsibilities
Deliver subject matter expertise on markets and multi-asset portfolios
Putting the client first, help improve their investment process and build better investment portfolios
Supports quarterly model portfolio strategy update with quantitative analysis of asset classes and materials such as written articles and presentations
Work closely with Calamos Distribution Team to create the best client experience possible
Supports custom analysis and materials for the Calamos Executive Investment Committee
Handles related duties and responsibilities as assigned
Qualification
Required
Bachelor's degree in Finance or Economics
3-5 years buy-side experience in a multi-asset investment team
Good presentation and writing skills (sample required)
Great PowerPoint presentation skills
Strong knowledge of MS Excel, Python, Bloomberg, PowerPoint
Be a passionate student of markets and exhibit the right balance of quantitative and qualitative skills required for expert portfolio construction
Understand the fundamental drivers of the main asset classes and how these interact
Excellent communication, attention to detail, problem-solving, and organizational skills
Ability to present to both internal and external clients and stakeholders
Pleasant personality, willing to contribute to a great work environment
Preferred
MBA Preferred
Benefits
Health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability)
Retirement benefits (401(k) and profit sharing)
Paid time off
Paid parental leave
Other wellness benefits
Company
Calamos Investments
Calamos Investments is a global investment firm committed to excellence in investment management and client services.
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