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Product Specialist

Calamos Investments LLC
Chicago, Illinois
Base plus bonus
Closing date
Feb 29, 2024

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Job Function
Industry Sector
Asset Management
Employment Type
Full Time

Job Details


The Product Specialist will support distribution initiatives for the Calamos Aksia Alternative Credit and Income Fund (“CAPIX”) by providing information and expertise to clients. This position also serves as a liaison to other departments in answering their product and attribution questions.

Primary Responsibilities:

  1. Serves as the main point of contact and client-facing strategist to address questions from the internal sales force, existing clients, and prospects regarding CAPIX and other potential Calamos Aksia product offerings. Establishes expertise and serves as a center of excellence for all Calamos Aksia fund offerings; understands the details of all relevant investment products and articulates them in verbal and written communications. Acts as a liaison between the portfolio management, sales, wealth management and product teams in order to provide timely support and service as a resource in answering product, attribution, or general market inquiries. Manages the distribution and fundraising campaigns by developing roadmaps, leading sales pipeline discussions, and collaborating with internal teams to create thought leadership pieces. Provides support and reviews marketing commentary for CAPIX and other Calamos Aksia products as assigned. Develops and maintains relationships with key stakeholders, including clients, prospects, and industry experts. Acts as a resource to all Calamos associates regarding questions on CAPIX and other Calamos products as assigned. Conducts training classes for Calamos associates on assigned Calamos products. Represents Calamos at conferences and events. Performs related duties as assigned.

Preferred Qualifications:

  1. Bachelor’s degree required, preferably in business, finance or other related area. CFA, CAIA, FRM designation is a plus. Series 7 and 63 licenses required. Knowledge and experience in private equity, real estate, infrastructure, and hedge funds At least 10 years of related investment experience specifically focused on private market products. Excellent presentation skills with the ability to effectively explain details about Calamos Aksia products. Ability to take initiative and work independently while demonstrating strong teamwork. Excellent analytical skills with the ability to create a variety of reports. Excellent verbal and written communication skills. PC skills in Microsoft Excel, Word, Outlook, PowerPoint and other applicable applications. Able and willing to travel (approximately 50%).


Calamos Investments is a global, diversified asset management firm offering growth, defensive equity, fixed income, and alternative investment strategies. With roots dating back to 1977, Calamos provides a risk-managed approach for retirement, institutional, and individual investors.
Company info
2020 Calamos Court

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