What are the responsibilities and job description for the VP Sr. Equity Research Analyst - Healthcare position at Calamos Investments?
Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area.
Summary of the RoleThe VP, Sr. Research Analyst is responsible for conducting research within the Healthcare Sector assigned and managing investment strategies in a team environment. Primary duties include preparing research reports on current and prospective holdings, monitoring fundamental and technical targets, keeping the research team informed of key issues, managing a team, and administering investment strategies and individual accounts.Primary Responsibilities- Prepares research reports including company overview, industry and competitive analysis, valuation and other relevant information based on quantitative and fundamental factors.
- Monitors fundamental and technical targets for current and prospective holdings on a regular basis.
- Makes buy/sell recommendations as appropriate.
- Organizes and participates in strategy reviews with the Research team.
- Monitors performance and holdings relative to investment objectives, benchmarks and firm macro-economic outlook.
- Coordinates the implementation of investment decisions.
- May manage a team within the overall research function and mentor more junior analysts.
- Meets with internal portfolio specialists, clients, consultants, prospects to review investment processes, portfolio construction, individual positions, and performance.
- Bachelor’s degree required in Business, Finance, or other related area.
- CFA, MBA and/or MS in Finance are preferred.
- Minimum of 10-15 years of Equity Healthcare sector experience.
- Ability to work effectively both independently and in a team environment with limited supervision.
- Excellent analytical skills with the ability to compile and make decisions regarding data.
- High developed research skills.
The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $165,000 - $200,000. Additionally, this position is eligible for an annual discretionary bonus.
Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future.
Benefits
Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.
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Salary : $165,000 - $200,000