No experience
Employment Type:
Job Category:
Business Development
Intern- Strategic Planning and Analysis
(This job is no longer available)
Grad Date

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Job Description

Primary Responsibilities:-Create a report displaying the metrics of recent transactions within the asset management industry, representing an analysis of return expectations under various deal criteria.-Learn to use Morningstar Direct, a software application widely used by the investment industry to find investment information.-Become familiar with corporate documents (annual filings, quarterly filings, fund registration filings) and valuation processes (e.g. asset manager financial models).-Conduct various ad-hoc analyses regarding the environments in which our funds compete.-Complete a competitive analysis (including SWOT and other methods of strategic analysis) and present to the members of Strategic Planning Group.-Maintenance of Project Tracking Mechanism as part of development of evaluation and analysis element of Strategic Planning. Minimum Qualifications:

* Undergraduate jr., sr. or MBA student with ability and desire to work as part of a team
* Evidence of challenging curriculum and a minimum 3.0 GPA.
* Familiarity with financial modeling in Microsoft Excel
* Interest in learning about the Mutual Fund industry
* Demonstrated interest within the investment management industry is preferred
* Intermediate knowledge of Microsoft Office applications - Excel, PowerPoint and Word

About Calamos Asset Management, Inc.

Calamos Asset Management, Inc. (CAM) provides investment advisory services to individuals and institutional investors through open-end funds, closed-end funds, separate accounts, offshore funds and partnerships. The Company's clients include institutional and individual clients with long-term investment horizons. The Company makes its range of investment strategies and services available to its clients, directly and through intermediaries, by offering an array of investment products designed to suit their investment needs, such as open-end funds, closed-end funds and separate accounts. The Company markets its investment strategies to its clients through a variety of products designed to suit their individual investment needs. During the year ended December 31, 2008, the Company offered four types of investment products that fall into the categories of mutual funds and separate accounts. (Source: 10-K)