Sr. Technology Analyst

Recruiter
Calamos Investments
Location
Sr. Technology Research Analyst
Salary
Competitive Base + Bonus compensation package.
Posted
27 May 2021
Closes
26 Jun 2021
Industry Sector
Asset Management
Certifications
Passed CFA Level I
Employment Type
Full Time

Primary Responsibilities:

  • Generates due diligence/financial analysis, investment recommendations and positioning ideas, and communicates this information to portfolio managers.  This analyst primarily supports our US multi-asset class and convertible strategies which include open and closed end funds and separately managed accounts.
  • Prepares research reports including company overviews, industry and competitive analysis, valuation and other relevant information based on qualitative, quantitative, and fundamental factors for the US technology sector.
  • Monitors fundamental and technical targets for current and prospective holdings on a regular basis and is responsive to changing market conditions, company events and industry news.
  • Serves as the subject matter expert within the specified sector; organizes and participates in technology sector strategy reviews within the research team.  
  • Monitors technology sector performance and holdings relative to investment benchmarks and the firm’s macro-economic outlook.
  • When appropriate, works proactively and constructively in collaboration with analysts and PMs on other teams within the firm.
  • When appropriate, helps train, mentor and develop research analysts and research associates.
  • Meets with internal portfolio specialists, clients, consultants, and prospects to review our investment process, portfolio construction, individual positions, performance and attribution.
  • Maintains a solid understanding of Calamos products, investment models, and processes.
  • Performs related duties as assigned.

Minimum Qualifications:

  • Bachelor’s degree in Finance, Economics, Math or related field is required.
  • CFA, MBA and/or MS in Finance strongly preferred.
  • Minimum of 5 years’ experience in the technology sector, including software and services, semiconductors, and hardware.
  • Convertible securities analysis experience is preferred, but not required.
  • A passion for investments combined with a strong work ethic, integrity, and a commitment to individual development.
  • Ability to work effectively both independently and in a team environment with limited supervision.

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