CFA Institute
Summary of the Role
The Research Analyst is responsible for conducting high-quality research and recommending timely investments to portfolio managers, primarily in semiconductors and hardware within the technology sector, focusing on US equities and convertible securities across equity market capitalizations. This analyst primarily supports our US multi-asset class and convertible strategies which include open and closed end funds and separately managed accounts.
Primary Responsibilities
Generates due diligence/financial analysis, investment recommendations and positioning ideas, and communicates this information to portfolio managers.
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 coverage; 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.
Meets with internal portfolio specialists, clients, consultants, and prospects to review our investment process, portfolio construction, individual positions, performance, and attribution as needed.
Develops and maintains a solid understanding of Calamos products, investment models, and processes.
Performs related duties as assigned.
Preferred Qualifications
Bachelor’s degree in Finance, Economics, Math or related field is required.
Progress towards or attainment of a CFA, MBA and/or MS in Finance is strongly preferred.
Minimum of 4 years' experience in the technology sector, primarily in semiconductors and hardware. Buyside experience is preferred.
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.
Excellent research skills with the ability to efficiently compile and analyze data.
High attention to detail with excellent communication and organizational skills.
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Primary Responsibilities
Generates due diligence/financial analysis, investment recommendations and positioning ideas, and communicates this information to portfolio managers.
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 coverage; 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.
Meets with internal portfolio specialists, clients, consultants, and prospects to review our investment process, portfolio construction, individual positions, performance, and attribution as needed.
Develops and maintains a solid understanding of Calamos products, investment models, and processes.
Performs related duties as assigned.
Preferred Qualifications
Bachelor’s degree in Finance, Economics, Math or related field is required.
Progress towards or attainment of a CFA, MBA and/or MS in Finance is strongly preferred.
Minimum of 4 years' experience in the technology sector, primarily in semiconductors and hardware. Buyside experience is preferred.
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.
Excellent research skills with the ability to efficiently compile and analyze data.
High attention to detail with excellent communication and organizational skills.
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