Wealth Management Intern (Portfolio Construction)
Calamos Asset Management, Inc.Naperville, IL
$22+ / hour
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Job Description
Summary:
The Wealth Management Intern assists the members of the Wealth Management team by providing administrative support and excellent project management skills.
Primary Responsibilities:
- Participates in new client onboarding process
- Assists in data/statement gathering and understands financial planning
- Assists with preparing for client reviews and observes the prospecting process
- Exposure to back office Operations and Compliance
- Conducts data analysis to support team initiatives and priorities
- Observes and assists Investment Team with proposal generation and due diligence
- Supports Marketing initiatives
- Special projects as assigned
Preferred Qualifications:
- Currently enrolled (rising junior and senior) in a Bachelor's degree or MBA program
- Evidence of challenging curriculum and a minimum 3.0 GPA.
- Independent and original thinker
- Strong level of integrity with an entrepreneurial spirit
- Demonstrated interest within the investment management industry is preferred
- Intermediate knowledge of Microsoft Office applications - Excel, PowerPoint and Word
For Illinois Applicants only: the expected hourly rate for this position is $22/hr.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.