Summary:The 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.
Preferred Qualifications:- 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.
For Illinois Applicants only: The expected annual base salary range for this position is $165,000 - $200,000. The selected candidate salary is based on numerous factors such as, but not limited to work experience, relevant education, qualifications, certifications, skill level, and geographic location. This is the current estimate of the base salary range intended for this role at the time of this posting. The base salary range may be modified in the future. This position is also eligible for an annual discretionary bonus.
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), retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other well-being benefits.
