Sr. Technology Analyst

Employer
Calamos Investments
Location
Naperville, Illinois
Salary
Competitive Base + Bonus compensation package.
Posted
Mar 23, 2021
Closes
Apr 22, 2021
Employment Type
Full Time

The Sr. Technology Research Analyst is responsible for conducting advanced level research and recommending timely investments to portfolio managers within the technology sector, focusing on US equities

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.
  • 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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