Calamos Investments Jobs

Calamos is looking for a very talented and highly motivated individual to join our team and help shape its future. We are seeking a Data Operations Manager with a passion for both data and the financial services industry. This person will be part of our world class Data Engineering team, responsible for the operational integrity of our data pipelines. This individual will also lead communication with key stakeholders for issue resolution, bring best practice techniques most notably with DevOps, and be interested in turning our data and data platform into a competitive advantage. This person, reporting to the Director of Data Engineering and Analytics, will lead the Data Success Team which is responsible for supporting the management, curation, and growth of the firm's mission-critical data. This leader will work hands on with Data Engineering, Investment Systems, Research Systems, Distribution, Marketing, Fund Admin, Operations, Data Science, Risk, and Quantitative teams to continue to build out a world class data platform that meets their needs and maintains the highest standards of quality. Primary Responsibilities: * Utilize ITSM best practices to deliver service to our customers. * Monitor data pipeline performance and identify areas for improvement. * Quickly troubleshoot data issues when they arise. * Mentor junior team members in adopting best practices for data operations. * Foster a collaborative and high-performing work environment. * Possess enthusiasm for technology outside of work-related activities. * Participate as a hands-on leader within the team providing technical and professional leadership to the team members. * Work closely with the scrum team and scrum master to help shape the team's focus and deliverables. Preferred Qualifications: * Bachelor's degree required in Computer Science or other related field. * At least 8 years of experience developing data management processes in a financial services environment. This includes database design, data warehousing, and ETL. * At least 8 years of full life cycle software development experience. * At least 4 years of experience in software development projects using Python, and MS SQL or a similar database platform * Strong understanding of data management principles and best practices. * Experience with cloud data platforms. * Experience working with a service desk application such as Jira Service Management. * Able to debug other programming languages effectively * Working knowledge of query optimization * Must have excellent technical and analytical skills. * Must have strong communication skills. * Must have a passion for new technologies and frameworks including Cloud and Agile Scrum. * Experience interfacing with business partners. * Track record of demonstrating leadership potential. * Experience in .NET development is a plus. * Experience with Data Lakes, Spark, or Databricks technologies is a significant plus. For Illinois only: The expected annual base salary range for this position is $120,000 - $150,000. 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. 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.

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales

About this role Business Description BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to third-party intermediaries like RIA's and Financial Advisors from wirehouse, regional and independent firms. Role(s) Description Due to our continued phenomenal growth, we are actively seeking senior, client-facing sales professionals with a proven successful track record of engaging with Financial Advisors to identify, develop, partner on and own client relationships. The US Wealth team is seeking to hire across several roles outlined below. All roles will be based in a USWA hub office (Chicago, Princeton, Boston, Atlanta, San Francisco) with an expectation of travel varying by role. Hybrid Market Leader/Wholesaler: responsible for all aspects of client relationship and driving sales through all channels (RIA, Independent, Wirehouse firms) within assigned Market Team. Market Leader will deliver expertise to financial advisors, collaborate with other sales partners to develop deep relationships and drive results across the entire breadth of BlackRock's products (ETF, MFs, SMAs, Alts, Models). Models Specialist: responsible for accelerating the growth of Model Portfolios across our client base. In this role you will have discrete client coverage focused on selling a broad range of Model Portfolios to Financial Advisors across various channels while demonstrating ability to be subject matter expert on Models and being held accountable to specific territory sales goals. Portfolio Design Specialist: responsible for accelerating sales growth and deepening relationships with Financial Advisors by helping to streamline and scale their investment process through portfolio construction, portfolio scaling, providing model rebalance insights and assist with rules-based model customizations. SMA Specialists: responsible for accelerating the growth of Separately Managed Accounts across our client base. In this role, you will act as a subject matter expert across full range of BlackRock SMA offerings, partner with field sales teams to deliver our solutions to clients and provide exceptional service to clients. Alternatives Specialist: responsible for developing client relationships and educating Financial Advisors on the benefits of investing in the Alternatives while positioning BlackRock's suite of AI products across USWA's entire client base. This role should demonstrate subject matter expertise, will have discrete client coverage and will also partner with field Alts Market Leaders/Externals to drive Alts business. Wealth Solutions Specialist: This role is a core member of the Market Team responsible for accelerating growth of all products and solutions in the Frontier client segment while demonstrating comprehensive profiling, sales opportunity identification, ability to build and develop a client base of financial advisors and ability to educate clients on BlackRock's robust digital platform Primary Responsibilities: Develop deep relationships across all aspects of an advisor's business Deliver fiduciary and investment insights through portfolio construction conversations Be consultative business partners to help them navigate markets, portfolios, business issues, etc. Demonstrate mastery of BlackRock products and resources Collaborative approach to partner with various internal colleagues to deliver all of BlackRock's resources and solutions to the client Skills and Qualifications: BA/BS required. Advanced degree, CFA, CAIA, CIMA are a plus, but not required Minimum 3+ years sales experience within asset management, wealth management, or the financial industry more broadly is a must. Passion for markets, investing, portfolio construction, advisor practices with a commercial mindset. Strong communication skills with ability to connect and build relationships with internal partners and external clients High level of self-motivation ability to work independently with modest supervision strong organizational skills, ability to multi-task, prioritize and collaborate vertically/horizontally in a fast-paced environment NASD Series 7 and 66 (or 63 & 65) required. Clean U-4 For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

MORE ABOUT THIS SKILLSET Developing and implementing holistic marketing and communication strategies that deliver the full value of the GS network and expertise to clients. Generating new business and building brand equity by raising the visibility and amplifying engagement efforts locally and globally. If you apply to this skillset, you will be considered for multiple roles across the firm that require this skillset. Please note division and function examples below are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business. DIVISIONS AND JOB FUNCTIONS Asset Management Division provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today's dynamic markets, and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices. The Asset Management Division also invests in corporate equity and corporate debt, real estate equity, and real estate debt and infrastructure worldwide. Additionally, we provide asset management services to investments where Goldman Sachs has an interest. Consisting of hundreds of professionals in multiple offices around the world, our business operates on a global platform. * Global Marketing sits within the Asset Management Marketing team, responsible for end-to-end marketing strategies and programs for the entirety of the business. Working across our public-side and alternatives investing strategies, Marketing helps shape the Goldman Sachs Asset Management brand and protect and grow the business's reputation. They create and deliver targeted, integrated marketing campaigns across digital channels, paid media and in-person experiences, which broaden our client footprint, deepen relationships with clients, diversify our asset base, and fuel business growth. BASIC QUALIFICATIONS * Bachelor's degree * 0-4 years of prior work experience in a relevant field. * Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook) * Highly organized with exceptional attention to detail and follow-through * Strong ability to manage multiple projects with competing deadlines * Team player with positive attitude and strong work ethic * Strong communication skills (written and verbal) * Ability to work in a fast-paced environment * Ability to adapt quickly to a variety of industries and businesses * Ability to self-direct, analyze and evaluate and form independent judgments * Ability to effectively interact and build relationships with senior management and global stakeholders * Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information * Integrity, ethical standards and sound judgment Salary Range The expected base salary for this Chicago, Illinois, United States-based position is $70000-$100000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

Primary Responsibilities: * Provides exceptional client support in an efficient, timely and professional manner. This role involves heavy client contact both on phone and in email, with occasional in person meetings and client events. * Serves as a "Quarterback" on behalf of Advisors to execute client service needs, coordinating across various internal partners & departments (Operations) and external vendors. * Handles complex account maintenance requests and money movements, involves direct communication with clients and custodians (wire and check requests, Power of Attorney, Trust reregistration, letters of instruction, restrictions, etc.). * Assists in client onboarding processes; includes obtaining and organizing client information and statements, pre-populating outgoing new account paperwork for client signature, monitoring account funding and transfers, answers client questions regarding paperwork. * Consistently works to deepen existing relationships with high-net-worth investors to both enhance their client experience as well as increase share of client wallet with Calamos. * Logs all contacts each day as they are made in the CRM system, including: inbound/outbound calls, voicemails, email, literature, conference calls, etc. * Maintains current and detailed desktop procedures; makes recommendations for process improvements in order to create efficiencies. * Performs related duties as assigned. Preferred Qualifications: * Bachelor's degree in business or related discipline is required. * 5-8 years financial services industry experience in a sales/client support capacity; experience in wealth management and/or investments (asset servicing) preferred. * Must be organized and goal-oriented. A high attention to detail is essential. * Must display a passion for client service and drive to advocate for client needs & solutions. * Must possess excellent communication and interpersonal skills to work with internal office staff and external clients. * Must be a self-starter with the ability to handle many projects at one time, and flexible regarding priority shifts. * Experience using DocuSign, CRM tools, custodian and investment related platforms; Dynamics 365, Wealthscape, Schwab Advisor Center, and Black Diamond preferred * Must be able to diligently adhere to existing policies, processes and regulatory requirements and comfortable learning & adapting to new changes to standard operating procedures. * Proficient and advanced skills with Microsoft Office (Word, Excel, PowerPoint, Outlook, OneNote and SharePoint). For Illinois only: The expected annual base salary range for this position is $75,000 - $100,000. 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. 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.

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities. Operations is at the core of Goldman Sachs. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that enables business to flow. The Operations business partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm's assets and its reputation. Operations span all product lines and markets. This position in Shareholder Services is ideal for the person who seeks to deepen his or her skills in portfolio management and advice delivery, has knowledge of the asset management business, is very detail oriented, intellectually curious, and enjoys a very fast paced/high energy work environment. This role involves front line communication with our institutional partners and is responsible for assisting the portfolio management team in monitoring transactions and implementing advice. Primary Responsibilities: Participate in the ongoing execution and review of daily Portfolio Rebalancing, Account Reconciliation, Trade Order Management, Trade Execution and Trade Settlement functions. Perform ongoing Portfolio Management Audits and help design new analytical tools and metrics to monitor and ensure fiduciary quality while maintaining efficiency of transactions. Assist with the management of the Security Master, Model Portfolios, and Client Guidelines within the Portfolio Accounting and Trade Order Management Systems. Assist with processing trade corrections, ad-hoc reporting, and other projects as assigned. Assist in the design and creation of specifications for processes, tests, and tools to support and scale the portfolio management and service functions. Qualifications: Proficiency with tools of the trade, including Excel, Portfolio Accounting System(s) (PAS), Customer Relationship Management (CRM) systems, Registered Investment Advisor (RIA) operations and custodial portals such as Pershing NetX360. Understanding of ERISA retirement plan structures and features, as well as portfolio theory and financial instruments. Highly self-motivated with strong communication and teamwork skills, and the ability to work well in a fast-paced environment. Strong organizational, leadership, interpersonal and time management skills. Excellent communication, customer service, and strong problem-solving abilities. Series 65 and/or desire to pursue CFA charter or other investment related certifications is a plus. Bachelor's degree required. Work Experience: 3-4 years' experience in the financial services industry. About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* Salary Range The expected base salary for this Chicago, Illinois, United States-based position is $65000-$120000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

Calamos Investments is a trusted global investment firm with an unwavering commitment to value-added performance and exceptional client service. Grounded in family values, Calamos provides its associates a challenging environment with the opportunity for personal and professional growth. Calamos Investments is a diversified global investment firm offering a wide range of innovative investment strategies. The firm offers strategies through separately managed portfolios, mutual funds, 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. 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.

The Group Fidelity Digital Asset Management [FDAM] is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity's retail customers and intermediary and institutional clients. The Investment Implementation team is a collaborative group proficient in off-chain and on-chain market structure, trading, liquidity venues, reconciliation and risk management. The team will work closely with Research, Investment Operations, Data Science and Risk across topics such as portfolio construction, rebalancing, collateral management, technology infrastructure and automating processes. The Role The Digital Assets Quantitative Trader will be an integral member of the FDAM team as a crypto derivatives specialist to expand the team's capabilities. The trading team is responsible for executing and maintaining the exposures necessary to express investment views, markets research, and development of quantitative trading strategies involving derivatives. This role will require an individual to assist in the day-to-day for current products while building the operating platform and research to facilitate new capabilities and structured products. The Value You Deliver * Manage the daily execution of digital asset funds and separate accounts. * Collaborate with research and technology on development and implementation of risk-managed and market neutral strategies, including operational and risk systems to support the activity. * Understand the downstream process of the trading desk (i.e. accounting, settlement, reconciliation) and communicate with the operations teams supporting those processes clearly and effectively to resolve daily issues. * Understand the legal and compliance issues that surround our trading process and the products that we trade. Have a clear grasp on how compliance matters affect trading and understand the escalation process. * Collaborate with Research, Operations and Risk teams to build tools to be used in the trading process. The Education & Experience You Bring * 4+ years of experience in researching and trading futures/perps, volatility or options-based strategies. * Ability to code and create scripts using Python/Pandas/SQL to build data-based tools and workflows to further systematize our approach to trading and risk management. * Experience with implementation of model-based investing strategies. * Advanced degree in Engineering, Statistics, Operations Research, or a closely related field is encouraged. * Obsessive attention to detail. * High level of intellectual curiosity. * Deep understanding of the digital asset ecosystem is a plus. The base salary range for this position is $100,000 - $165,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

The regional support associate provides territory management support to inside and outside sales personnel. This position completes research requests, assembles informational packages, performs data entry and assists the sales team with all campaigns and initiatives. Primary Responsibilities: * Provides exceptional customer service when working with associates and clients. Handle inbound calls regarding product information, literature requests and general questions. * Responsible for outbound calls as assigned by management. * Responds to requests for information, gathers and organizes materials and completes requests in a timely manner. * Assists with the implementation of sales force client marketing plans. * Recommends ideas for process improvements in order to improve efficiency in the department. * Utilizes our fund analysis and other systems as needed to strategically leverage our client offerings. * Maintains current knowledge of Calamos products, investment management philosophy, industry events, and recent developments impacting clients. * Performs related duties as assigned. Preferred Qualifications: * Bachelor's degree required in business or other related discipline. * Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe. * An excellent understanding of investment products is preferred. * Must have a professional approach towards the job/career and demonstrate sales drive and focus. * Must have outstanding written and verbal communication skills. * Must be able to work well individually and in a team environment with the ability to learn new tasks quickly. * PC Skills in Microsoft Excel, Word and Outlook For Illinois Applicants only: The expected annual base salary range for this position is $50,000 - $60,000. 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. 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.

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals. Job Summary and Responsibilities: This role will serve as a key contributor and delivery engine for the Distribution Data, Analytics and Insights (DAI) team, operating as part of the broader Distribution Strategy & Enablement group. This team is a driving force behind our Client Solutions Group, using data and technology to scale our distribution business and contribute to the growth of the Goldman Sachs Asset Management (GSAM) business overall. Specifically, this DAI function will help develop and grow a data ecosystem to help both provide critical reporting and insights to senior management, as well as formulate data models to help advance the on-the-field execution of our sales teams. Our teams work closely with leadership from across the distribution business (including sales, marketing, product) while partnering closely with GSAM Engineering to develop and deliver on a multi-year roadmap of solutions and tools that will help scale the business and drive profitability. Primary areas of focus will include data analysis and visualization to extract insights from combined data sets, customer segmentation & targeting modeling, territory analysis, and KPI performance tracking. We are seeking a highly-motivated, analytical, and detail-oriented Analyst or Associate to join our Goldman Sachs Asset Management Client Solutions group to help build out the DAI function. In this role, you will partner closely w/ the broader components of the Distribution Strategy & Enablement group to utilize data to drive business outcomes and enhance sales productivity by developing and communicating insights to key stakeholders. The role will help strengthen the distribution data foundation, build traditional BI (including visualizations) & advanced analytical solutions and produce insights that empowers business decision-makers. Skills/Experience: * Strong expertise in BI and Analytics applications ( Alteryx, Tableau/Power BI/Qlik etc.), Programming (Python/R, SQL etc.), and Traditional & Cloud Databases (MS SQL Server, SingleStore, AWS etc. ) is strongly preferred. * Self-motivated team player, comfortable working within a dynamic business environment, juggling multiple responsibilities and pivoting to new challenges/priorities as they arise. * Experience working with machine learning (ML) models and exposure to AI implementation is strongly preferred. * Prior experience with BI methodology (e.g., descriptive, prescriptive, and predictive analytic techniques) is preferred. * 3-6 years' of experience operating and leading Business Intelligence efforts, ideally in the Asset/Wealth Management space. * Experience working with key Investment Management Distribution data (e.g., CRM, Trade Positions/Assets and Flows , 3rd party opportunity data sets, Marketing Campaign data, Web analytics etc.) preferred. * Data-driven user centered design approach to analysis and data management, with demonstrated ability to deliver information that addresses and anticipates various business user needs. * Exposure to and experience with MDM techniques, data governance and data management is preferred. * The ideal candidate has a strong willingness to learn, ability to leverage technical skills, and a solid understanding of business strategies, priorities and initiatives. * Enjoys problem solving and being "the glue" between business challenges/opportunities and delivering results. * Demonstrates an understanding of multiple databases, data flows and relationships across various sources. * Has a strong ability to build collaborative relationships and communicate effectively with business and IT leaders, project members and vendors to assure success. * Functional understanding of Salesforce / CRM platforms. * Strong problem solving skills and abilities, able to craft unique solutions with limited guidance; proactive in assessing dynamic situations. * Fast learner and effective communicator of new / complex information. * Ability to work at varying speeds and under timeframe pressure, while maintaining extremely high standards. * Excellent written and verbal communication skills. Salary Range The expected base salary for this Chicago, Illinois, United States-based position is $80000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals. Goldman Sachs Asset & Wealth Management delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. AWM is one of the pre-eminent investment management organizations globally. Critical to the success of AWM is our ability to leverage a global team of talented professionals and deliver continued innovation to meet our client's evolving needs. Job Summary & Responsibilities: The Wealth Investment Solutions Exchange Funds team is seeking a highly motivated individual to work as an Associate to help manage the Exchange Fund complex. The team provides tax efficient diversification solutions to high net worth clients owning highly appreciated equity positions. Product offerings are made available to some of the most important client relationships of both Goldman private wealth as well as our distribution partners. With a twenty-five-year plus history of alternative investment product structuring, client engagement and broad platform distribution, the Exchange fund solutions are one of AWM's core alternative product offerings available across the street. Role: The successful candidate would become a member of the Exchange Funds team within our Wealth Investment Solutions business, responsible for helping in portfolio management, client engagement and operational design and infrastructure. This role is analytical and detail-oriented provides a multi-faceted opportunity to participate in the business development and portfolio management of the various alternative investment tax aware offerings within our franchise. Core Responsibilities: * Develop product knowledge of exchange funds and underlying structuring rules and regulations * Engage with clients, advisors and distribution platforms to understand their specific needs and provide tax aware solutions * Participate in product innovation, structuring and designing of new product offerings * Participate in the creation of marketing materials and bespoke client studies * Assist sales in fund specific inquires to deliver commercial outcomes * Work with Engineering teams to design portfolio management algorithms and investment processes to support business * Build an understanding of the interaction of the private and public assets within fund * Work closely with the lead portfolio manager to manage client onboarding * Responsible for regular fund maintenance (risk monitoring, credit facility servicing, etc.) * Liaise with engineering teams to execute strategic roadmap for delivering a digital experience for our clients Basic Qualifications: * 3-7 years of asset management or wealth management experience * Strong analytical and problem-solving skills with strong attention to detail * Experience and background with quantitative techniques and investment strategies would be preferable * Experience supporting exchange funds and/or experience in evaluating client portfolios and tax considerations a plus * Strong interest in capital markets, asset management, and understanding of traditional and alternative asset classes * Risk management and control orientation * Team player, self-motivated; able to work in an autonomous, yet collaborative environment * Well organized, proactive, decisive, and willing to take on more responsibility, with the ability to manage multiple tasks in a fast-paced environment * Creative, with good problem-solving abilities * Excellent communication and writing skills * Ability to interact and build relationships with a wide variety of people * Bachelor's degree ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* The Goldman Sachs Group, Inc., 2021. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. Salary Range The expected base salary for this Chicago, Illinois, United States-based position is $80000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

About this role SpiderRock Advisors - Quantitative Python Developer About this role We are a dynamic, data-driven team at the intersection of finance and technology. We are seeking a highly skilled Quantitative Python Developer to join our team, where you will be responsible for building and optimizing solutions for data manipulation, quantitative calculations, and financial analysis. If you have a passion for programming, a solid foundation in statistics, and a keen interest in financial markets, we want to hear from you! Key Responsibilities: Develop and implement Python-based solutions for quantitative analysis and data manipulation. Perform complex quantitative calculations and ensure high-performance, accurate results. Work with MySQL/SQL databases to extract, manipulate, and analyze large datasets. Collaborate with other teams to design and optimize algorithms for financial modeling. Apply statistical methods and models to real-world financial data to drive key business insights. Optimize and refine algorithms for time-series data analysis, statistical modeling, and financial computations. Qualifications: Education: Bachelor's degree in a STEM field with significant focus on programming (Graduate degree preferred). Programming Experience: At least 3 years of programming experience in Python. Quantitative Skills: Strong knowledge of statistics and data manipulation for quantitative analysis. Database Management: Hands-on experience with MySQL/SQL databases for querying and managing large data sets. Useful Skills: Familiarity with financial instruments (stocks, bonds, derivatives, etc.) and financial data analysis. In-depth knowledge of options and option pricing formulas (e.g., Black-Scholes). Experience with optimization algorithms (e.g., linear programming, genetic algorithms). Familiarity with analyzing and processing time-series data. For Chicago, IL Only the salary range for this position is USD$0.00 - USD$0.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Guggenheim is seeking an aspirational candidate to join its Investment Accounting team as Associate in the Investment Operations Department. This person will be responsible for resolving cash and position reconciliation exceptions; analyzing security-level accounting information for client portfolio; and ensure accuracy of assets under management and performance values for internal reporting. A key aspect of the role is collaboration and communication with other groups within Investment Operations, Client Service Support and Portfolio Manager teams. The ideal candidate should be detail-oriented, innovative, and passionate; have ability to take ownership of processes and manage time efficiently; possess analytical and problem-solving skills.ResponsibilitiesKey Responsibilities Prepare and analyze GAAP and Statutory investment accounting positions and transactions for all client portfolios Prepare analysis of asset recoverability and impairment accounting Prepare analysis of cash flows and changes in yields to verify book values and yields Identify risks and communicate to reviewers Book partnership investment activity, P&L, and valuation via PCAP statements Reconcile gross asset value of client portfolios to client accounting service values; work with clients' accounting services to clear reconciliation exceptions. Review monthly income earned on bank loan assets and process required correcting transactions in accounting system Qualifications Basic Qualifications Bachelor's degree in finance or accounting. 2+ years' accounting experience in financial services, specifically back-office investment operations and/or fund accounting. Proficiency in MS Excel (including understanding of complex formulas for large data analytics), Access, Word, etc. Team-oriented individual with ability to collaborate with a diverse group. Ability to multitask, prioritize and meet tight deadlines in a fast-paced environment, while maintaining accuracy and quality of work. Preferred Qualifications Currently holding or pursuing CPA (preferrable) or CFA. Comprehensive knowledge about fixed income, loans, limited partnerships, and equity securities. Experience with PAM for Investments, BlackRock Solutions and/or Wall Street Office or a similar investment system. GAAP and/or Statutory accounting for insurance company investments. Salary Details Actual base salaries may vary depending on factors such as location and experience. Currently, this role is expected to be in the Chicago office at least 4 days per week.

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals. YOUR IMPACT As a Regional Consultant (internal wholesaler), you will be working within Goldman Sachs Asset & Wealth Management, driving client engagement and positioning our investment products with financial advisors across the industry. We are looking for a dynamic, quick-thinking, self-starter with a passion for the financial markets, exceptional interpersonal skills and interest in a sales career. OUR IMPACT Regional Consultants sit within our Independent Advisor Channel (IAC) and our Investment Consulting Group (ICG). The two teams are responsible for expanding GSAM's investment management presence across Broker-Dealers, Independents, and Investment Advisors. We build relationships with Chief Investment Officers (CIOs), research analysts, portfolio managers, consultants and advisors by offering world class portfolio and risk management services, superior thought leadership and pre-eminent client service to our clients. As a member of our team, Regional Consultants work to increase the sale and awareness of GSAM client solutions (including mutual funds, exchange traded funds, private alternatives and separately managed accounts) through telephone presentations, virtual meetings, email correspondence, attending industry conferences and territory travel. HOW YOU WILL FULFILL YOUR POTENTIAL Job Summary & Responsibilities Effectively profile advisors to understand their practice, clients and investment process so that we can better serve their needs as well as strategically position Goldman Sachs products/services Conduct proactive telephone and virtual sales presentations to top tier clients and prospects, highlighting the GSAM products and value proposition with the ultimate goal of raising capital in our investment strategies. Partner with Regional Directors (external wholesalers) to manage an assigned territory within the U.S., driving sales and assets through execution of a defined territory strategy and sales process Build strong relationships with advisors primarily through telephone interaction and virtual engagements (limited travel to client sites) Provide portfolio construction and practice management support to Financial Advisors, helping them strengthen their client relationships and grow their business Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships Demonstrate organized, efficient and effective territory management and sales skills on a consistent basis SKILLS & EXPERIENCE WE'RE LOOKING FOR Basic Qualifications At least 2 years successful sales experience General financial service industry experience Strong understanding of the Asset Management space and the Public Markets Bachelor's degree Series 7 and Series 63 licensed or obtained within 3 months of joining Excellent interpersonal skills and ability to work efficiently with others Commercially oriented Excellent verbal communication and presentation skills Project management skills The expected base salary for this Chicago, Illinois, United States-based position is $75,000 - $80,000 . In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Please note this is a commission based role in addition to the base salary. Commissions are paid on a quarterly Basis.

**Region** Americas **Countries** Canada, United States **Cities** Atlanta, Boston, Chicago, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Sausalito, Seattle, Toronto, Washington DC, Wilmington **Recruitment Year** 2026 **Program** Summer Internship Program **Job description** Our Summer Internship Program is a nine-week internship taking place June through August. This program is designed to provide students with a challenging, meaningful and supportive internship experience that replicates, as closely as possible, the experience of being a full-time BlackRock Analyst. The program begins with an orientation that offers a thorough overview of the firm and the opportunity to hear from a number of senior leaders. Following orientation, interns receive on-the-job training and are given day-to-day responsibilities to contribute to their teams throughout the summer. Programming also features a speaker series, mentoring and various networking opportunities, including activities with our employee networks. If you enjoy this program, you should explore our Full-Time Analyst Program, which you can consider applying to after your internship. **Who can apply:** Undergraduate or master's students graduating between September 2026 and July 2027. **Important:** Candidates can apply for **only one program** (e.g., Summer Internship Program **or** Quantitative Master's Internship Program) and **up to two functions within that program** (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application. If you withdraw your application, you cannot submit another application this program this year. **Next steps:** Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn. We look forward to reviewing your application! BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement** **and the** **pay transparency statement** **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our **privacy policy** . **For California state and New York City only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Salary Range (hourly rate)** Client & Product Functions $38.46 - $55.25 Corporate & Strategic Functions $38.46 - $48.07 Investment $38.46 - $56.49 Operations $36.05 - $56.49 Technology $43.26 - $56.49 **For Florida, Georgia, Illinois, Massachusetts, New Jersey, Washington state, and Washington DC, only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Salary Range (hourly rate)** Client & Product Functions $36.05 - $48.07 Corporate & Strategic Functions $36.05 - $45.67 Investment $36.05 - $54.08 Operations $33.65 - $54.08 Technology $38.46 - $54.08 **For Montreal and Toronto only:** The salary ranges for these positions are below (in CAD). Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Area** **Salary Range (hourly rate)** Client & Product Functions $38.82 - $45.67

The Senior Accountant is primarily responsible for the timely preparation of monthly accounting and tax records and related entries along with assistance in financial modeling and analysis. Primary Responsibilities: * Completes a variety of activities as it relates to the financial statement close process including operating expense accruals. * Assist in the preparation of materials targeted at senior leadership relating to quarterly and annual deliverables. * Performs general ledger reconciliations. * Complete various tasks related to quarterly tax distributions and corporate tax returns. * Performs various analytical requests that require the ability to gather and organize data using historical metrics and trends. * Support FP&A team in specific financial modeling and analysis projects utilizing Power BI. * Identifies ways to streamline processes and improve efficiency within the department. * Participates in special projects as assigned by management. * Performs related duties as assigned. Preferred Qualifications: * Bachelor's degree in Accounting required. * At least two years experience in a similar role. * CPA preferred. * Must be detail oriented with the ability to interpret and analyze a variety of data. * Computer proficiency in Microsoft Excel, Word, PowerPoint and Accounting software. Power BI experience a plus. For Illinois only: The expected annual base salary range for this position is $90,000 - $110,000. 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. 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.

**About this role** Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from. **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail. **Role Description** BlackRock Model Specialists in US Wealth Advisory are responsible for accelerating the growth of Model Portfolios. The scope of their role will include 3 core elements: (1) Be the authority on Model Portfolios to sell a broad range of Model Portfolios constructed by BlackRock to the largest and fastest growing firms. (2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors. (3) Deliver deep Portfolio Construction expertise, education, and market insights through the presentation of BlackRock & iShares content in client meetings, scaled in-person and digital events. The role is located in multiple locations including Princeton, San Francisco & Atlanta. **Primary Responsibilities** + Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the growth of Model Portfolios within a given geography + Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors. + Profile to learn more about our clients and deploy the appropriate resources. + Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm. + Embrace technology to deliver an exceptional client experience. **Experience** + Experienced Sales Professionals who have a track record of client ownership + Goal-oriented and ambitious candidates with capacity and drive to reach and exceed sales quotas + Candidates with proven relationship building skills + Strong Passion for Asset Management Industry and Capital Markets **Skills and Qualifications** + Bachelor's degree required + CIMA or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong territory management and sales skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63 & 65) required + Clean U-4 + Part-time travel is required within the territory For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

We are seeking exceptional Associate Interns to join our Investment Banking team in Chicago. Associate interns will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on M&A advisory engagements, particularly sell-side M&A assignments. The team focuses on high growth segments of the market. Associates will have the opportunity to work across our fulsome M&A team, including with colleagues in Atlanta, Boston, and New York. Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Our 10-week internship program is designed for students interested in pursuing a career in investment banking with an emphasis on M&A advisory. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business. Interns become important members of our deal teams and work as a junior associate on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers. We aspire to continuously refresh and cultivate a culture of Innovation, Diversity, and Inclusion. In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start their career through hands-on training and experience at a growing firm. The Investment Banking unit will source most of its full-time associate class from the internship program. Essential Job Functions * Support deal teams in developing, maintaining and using financial models * Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis * Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients * Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants * Develop an in depth understanding of M&A deal processes Preferred Qualifications * Commitment to meet the demands of high volume and high-end client services * Effective communicator - verbal, written and virtual * Excellent analytical skills and attention to detail * Strong interest in problem solving and client services * Highly organized, with the initiative and ability to multitask and work with limited supervision on a team * Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance * Desire to join a rapidly growing, entrepreneurial platform * Demonstrable experience with Microsoft Excel, PowerPoint and Outlook * Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management * Interest in working in Chicago long term Basic Qualifications * No jobseeker will be considered if these basic qualifications are not met * Must be: * On track to receive MBA or J.D. degree in Spring 2027 Salary Details * A salary based on an annual rate of $175,000 per year. * The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $3 trillion* in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Fixed Income & Liquidity Solutions Overview Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1.7 trillion* in assets for a variety of clients, including private wealth mandates and institutional clients such as insurance companies, pension funds, and endowments. The team has a long history of investing across public fixed income strategies including rates, currency and credit on behalf of our clients. Investment ideas are created through collaboration between portfolio managers, research analysts, and traders. Role Overview Goldman Sachs Asset Management's Fixed Income Solutions team is a leading provider of customized separately managed accounts (SMAs), managing over $190 billion in global assets across 48,000+ accounts. The Fixed Income Solutions team delivers bespoke investment solutions for a variety of clients, including high net worth, institutional and retail investors. As a Vice President on our Client Portfolio Manager (CPM) team within Fixed Income Solutions, you will be a key driver of client engagement, marketing, and product development for our custom fixed income SMA strategies. Collaborating with portfolio managers, traders, salespeople, and financial advisors, you will lead the creation of tailored taxable and tax-exempt solutions, deliver insightful market perspectives, develop impactful marketing content, and ensure exceptional client service. This role demands a highly organized, detail-oriented team-player with excellent interpersonal skills and the proven ability to thrive in a fast-paced, dynamic environment. You should be passionate about the markets, capable of mastering new concepts quickly, comfortable engaging with financial advisors and clients, and excited to join an established, high-growth business. Responsibilities: * Subject Matter Expertise & Leadership: Serve as a subject matter expert on GSAM's Fixed Income Solutions investment strategies, portfolio construction methodologies, and performance attribution. Mentor junior team members and act as a go-to resource for our SMA offerings, demonstrating a deep understanding of the competitive landscape and market trends. * Client Communication & Relationship Management: Act as a senior point of contact for sales teams, financial advisors, and retail clients, proactively addressing inquiries related to portfolio positioning, performance, market outlook, and product platform. Cultivate strong relationships with key clients and provide tailored investment solutions. * Marketing & Content Strategy: Lead the development and execution of compelling marketing materials, including pitchbooks, presentations, commentaries, and website content. Drive the creation of thematic content that highlights our investment expertise and differentiates our SMA strategies. * Sales Leadership & Client Acquisition: Partner with senior sales leaders to present our SMA strategies to prospective clients, effectively articulating our investment philosophy, process, and performance track record. Lead client meetings, conference calls, and due diligence sessions. * Market Intelligence & Investment Strategy: Continuously monitor and analyze fixed income markets, economic indicators, and competitor strategies to identify opportunities and inform portfolio positioning. Contribute to the development of investment insights and market commentary and provide input on investment strategy. * Portfolio Review & Performance Analysis: Oversee the preparation and delivery of timely and accurate client-specific portfolio reviews and performance reports, ensuring clear and concise communication of key investment themes and results. Analyze portfolio performance and identify areas for improvement. * Collaboration & Strategic Initiatives: Collaborate with portfolio managers, strategists, and engineers on various team-related strategic projects, including product development, platform enhancements, and process optimization. Lead strategic initiatives to enhance the growth and efficiency of the SMA platform. * Education & Training: Educate internal and external audiences on our focused SMA products, providing training and support to enhance their understanding of our investment strategies. Develop and deliver training programs for junior team members. * Relationship Management & Business Development: Develop and maintain strong working relationships across our business, working closely with strategists and engineers to develop and enhance CPM tools. Identify and pursue new business development opportunities. * Product Development & Market Research: Work with the investment team to identify product development opportunities that align with market trends and client needs. Conduct competitive analyses, peer group analyses, and overall market research to inform product development and marketing strategies. Qualifications: * 6-10 years of experience in the financial services industry, with a strong focus on fixed income client portfolio management. * In-depth understanding of fixed income markets, including taxable and municipal bonds, and SMA structures. * Proven experience working with HNW clients; trust and estate knowledge is a plus. * Exceptional verbal, presentation, and written communication skills, with the ability to effectively communicate complex investment concepts to diverse audiences, including senior management and clients. * Expert PowerPoint skills, with the ability to create visually appealing and informative presentations that effectively convey complex information. * Advanced proficiency in Microsoft Excel and other data analysis tools. * Highly self-motivated, well-organized, and detail-oriented, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment. * Strong analytical and problem-solving skills, with the ability to identify and resolve complex issues. * Ability to learn and retain new concepts and adapt to changing market conditions. * Willingness to travel for client engagement opportunities. * FINRA Series 7 and 63 licenses (required). Salary Range The expected base salary for this Chicago, IL, United States-based position is $100,000 to $230,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.