{"source":"Breaknorm","page":"https://breaknorm.co/company/calamos.com","license":"https://breaknorm.co/terms","domain":"calamos.com","name":"Calamos","legal_name":"Calamos","country":"US","country_second":"GB","city":"Naperville","admin1":"Illinois","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"Calamos is an asset management firm that offers ETFs, mutual funds, convertible funds and structured products to investors. Its offerings include autocallable income and growth ETFs, active hedged equity ETFs, structured alt protection ETFs, Bitcoin exposure products and convertible funds. The firm has operated internationally since 1977.","offerings":["autocallable income etf","autocallable growth etf","active hedged equity etf","structured alt protection etf","bitcoin structured alt protection etf","convertible equity alternative etf","market neutral income fund","convertible fund"],"target_customers":["retail investors","institutional investors"],"business_model":["B2C","B2B"],"geo_scope":"international","headcount":"201-500","headcount_source":"linkedin","revenue":"50M-250M","revenue_source":"estimated","certifications":[],"langs":["en"],"linkedin":"https://www.linkedin.com/company/calamos-investments","reviews":[],"contact_points":5,"contact_phones":3,"page_types":["pricing","team","machinery","locations","home","imprint","contact","careers","about"],"crawled":"2026-08-07","profiled":"2026-08-16","indexed":"2026-09-18","hiring_built":"2026-10-27","website_tech":["facebook_pixel","adobe","anthropic","apple","appspace","atlassian","bitwarden","cisco_webex","cursor","docusign","foxit","manageengine_servicedesk_plus","meta","microsoft_365","microsoft_azure","microsoft_dynamics_365_marketing","microsoft_entra_id","microsoft_intune","salesforce_account_engagement","sendgrid","ultradns","yardi"],"hiring":{"open":14,"open_postings":14,"new_7d":0,"new_30d":3,"new_90d":5,"closed_30d":0,"countries":["US"]},"hiring_functions":[["finance_and_accounting",6,2],["facilities_cleaning_and_security",2,0],["marketing_and_communications",2,0],["sales",2,0],["data_and_ai",1,1],["unknown",1,0]],"tech_jobs":[{"slug":"emoney","status":"active","confidence":"high","jobs":2,"first_seen":"2026-10-13","function":"data_and_ai","quote":"Support the Wealth Planning team in the preparation and development of client financial plans, including gathering, organizing, and entering client financial information into eMoney and related planning tools.","title":"Analyst"},{"slug":"bloomberg-terminal","status":"active","confidence":"high","jobs":1,"first_seen":"2026-10-02","function":"finance_and_accounting","quote":"Supports implementation and coordination of the technologies and systems used for portfolio management and trading, including Black Diamond, Bloomberg, and Morningstar Direct.","title":"Portfolio Construction Specialist"},{"slug":"microsoft-excel","status":"active","confidence":"medium","jobs":5,"first_seen":"2026-07-17","function":"finance_and_accounting","quote":"Builds and maintains Excel-based and automated workflows to automate recurring portfolio tasks such as rebalancing analysis, drift monitoring, tax-lot and gain/loss reporting, and proposal production.","title":"Portfolio Construction Specialist"},{"slug":"microsoft-powerpoint","status":"active","confidence":"medium","jobs":4,"first_seen":"2026-07-17","function":"finance_and_accounting","quote":"PC skills in Microsoft Excel, Word, PowerPoint and sales database applications.","title":"AVP Investment Consultant - IL"},{"slug":"microsoft-word","status":"active","confidence":"medium","jobs":4,"first_seen":"2026-07-17","function":"finance_and_accounting","quote":"PC skills in Microsoft Excel, Word, PowerPoint and sales database applications.","title":"AVP Investment Consultant - IL"},{"slug":"microsoft-office","status":"active","confidence":"medium","jobs":3,"first_seen":"2026-06-29","function":"finance_and_accounting","quote":"• Proficiency in Microsoft Office suite and familiarity with sales-related software.","title":"VP Investment Consultant - Plains"},{"slug":"microsoft-power-bi","status":"active","confidence":"medium","jobs":3,"first_seen":"2026-09-10","function":"finance_and_accounting","quote":"Prepares presentations and materials for client meetings, including asset allocation information, charts, statistics, and other relevant data, and builds dashboards (e.g., Power BI) that make portfolio data easier for advisors to use.","title":"Portfolio Construction Specialist"},{"slug":"claude","status":"active","confidence":"medium","jobs":2,"first_seen":"2026-05-22","function":"finance_and_accounting","quote":"Hands-on experience using generative AI tools (e.g., Claude, ChatGPT, Microsoft Copilot) for research, analysis, and drafting, including prompt design and the judgment to verify outputs for accuracy.","title":"Portfolio Construction Specialist"},{"slug":"chatgpt","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-02","function":"finance_and_accounting","quote":"Hands-on experience using generative AI tools (e.g., Claude, ChatGPT, Microsoft Copilot) for research, analysis, and drafting, including prompt design and the judgment to verify outputs for accuracy.","title":"Portfolio Construction Specialist"},{"slug":"microsoft-copilot","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-02","function":"finance_and_accounting","quote":"Hands-on experience using generative AI tools (e.g., Claude, ChatGPT, Microsoft Copilot) for research, analysis, and drafting, including prompt design and the judgment to verify outputs for accuracy.","title":"Portfolio Construction Specialist"},{"slug":"delphi","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-10","function":"finance_and_accounting","quote":"• Solid background in the implementation of integration of financial systems and related policies and procedures (NetSuite, Power BI, Symphony, Opera, Delphi)","title":"Director of Finance"},{"slug":"microsoft-access","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-10","function":"finance_and_accounting","quote":"• Must be proficient with Microsoft Access and Excel","title":"Director of Finance"},{"slug":"oracle-netsuite","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-10","function":"finance_and_accounting","quote":"• Solid background in the implementation of integration of financial systems and related policies and procedures (NetSuite, Power BI, Symphony, Opera, Delphi)","title":"Director of Finance"},{"slug":"oracle-opera-pms","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-10","function":"finance_and_accounting","quote":"• Solid background in the implementation of integration of financial systems and related policies and procedures (NetSuite, Power BI, Symphony, Opera, Delphi)","title":"Director of Finance"}],"intents":[],"recent_postings":[{"id":11569322,"title":"Accounts Payable Specialist","city":"Naperville","function":"finance_and_accounting","family":"finance_and_accounting/bookkeeping_payables_and_receivables","seniority":"entry","posted":"2026-10-29","url":"https://recruiting2.ultipro.com/CAL1001CALA/JobBoard/46b96419-fba6-4dd0-a5fa-715bdfcf845b/OpportunityDetail?opportunityId=b35d93fc-155f-495a-829a-728e295e18d6","tech":["oracle-netsuite","yardi","microsoft-excel"]},{"id":6409049,"title":"Sr. Wealth Planning Specialist","city":"Naperville","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":"senior","posted":"2026-10-19","url":"https://recruiting2.ultipro.com/CAL1001CALA/JobBoard/46b96419-fba6-4dd0-a5fa-715bdfcf845b/OpportunityDetail?opportunityId=ea3ae42e-55c6-42ad-a9e1-ab1789b1ed74","tech":["microsoft-excel","microsoft-word","microsoft-powerpoint"]},{"id":6409050,"title":"Analyst","city":"Chicago","function":"data_and_ai","family":"data_and_ai/data_analysis","seniority":"entry","posted":"2026-10-13","url":"https://recruiting2.ultipro.com/CAL1001CALA/JobBoard/46b96419-fba6-4dd0-a5fa-715bdfcf845b/OpportunityDetail?opportunityId=e3bd78db-9247-4fe5-b53b-0f4c28527d68","tech":["emoney","microsoft-office","microsoft-powerpoint"]},{"id":6409051,"title":"Portfolio Construction Specialist","city":"Chicago","function":"finance_and_accounting","family":"finance_and_accounting/investment_and_capital_markets","seniority":"entry","posted":"2026-10-02","url":"https://recruiting2.ultipro.com/CAL1001CALA/JobBoard/46b96419-fba6-4dd0-a5fa-715bdfcf845b/OpportunityDetail?opportunityId=3d04d29c-8624-40a5-a128-26266611ef2a","tech":["microsoft-excel","microsoft-power-bi","black","bloomberg-terminal","microsoft-word","microsoft-powerpoint"]},{"id":6409052,"title":"Investment Analyst","city":"Naperville","function":"finance_and_accounting","family":"finance_and_accounting/investment_and_capital_markets","seniority":null,"posted":"2026-09-17","url":"https://recruiting2.ultipro.com/CAL1001CALA/JobBoard/46b96419-fba6-4dd0-a5fa-715bdfcf845b/OpportunityDetail?opportunityId=3be854db-38b2-4360-9f47-6e773361e3b3","tech":[]},{"id":6409053,"title":"Director of Finance","city":"Naperville","function":"finance_and_accounting","family":"finance_and_accounting/accounting","seniority":"director","posted":"2026-09-10","url":"https://recruiting2.ultipro.com/CAL1001CALA/JobBoard/46b96419-fba6-4dd0-a5fa-715bdfcf845b/OpportunityDetail?opportunityId=486587fa-3327-4376-b849-6b98f6ef7d3d","tech":["oracle-netsuite","microsoft-power-bi","oracle-opera-pms","delphi","microsoft-access","microsoft-excel"]},{"id":6409054,"title":"AVP Investment Consultant - IL","city":"Napervill","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":"vp","posted":"2026-07-17","url":"https://recruiting2.ultipro.com/CAL1001CALA/JobBoard/46b96419-fba6-4dd0-a5fa-715bdfcf845b/OpportunityDetail?opportunityId=0014d170-c1d1-4638-8bf4-7280c2a5506f","tech":["microsoft-excel","microsoft-word","microsoft-powerpoint"]},{"id":6409055,"title":"Security Officer (Part-Time)","city":"Naperville","function":"facilities_cleaning_and_security","family":"facilities_cleaning_and_security/security_guarding","seniority":"mid","posted":"2026-07-09","url":"https://recruiting2.ultipro.com/CAL1001CALA/JobBoard/46b96419-fba6-4dd0-a5fa-715bdfcf845b/OpportunityDetail?opportunityId=69b5dd2a-38f1-42e0-ae4a-9cce7cf635d5","tech":[]}],"ats":"Ukg","similar":[{"domain":"fminvest.com","name":"F/m Investments","country":"US","city":"Washington","headcount":"51-200","leaf":"wealth_management_general","summary":"F/m Investments is an investment management company that issues ETFs and provides separately managed accounts and mutual funds for investors and advisors."},{"domain":"loomissayles.com","name":"Loomis Sayles","country":"US","city":"Boston","headcount":"501-1000","leaf":"wealth_management_general","summary":"Loomis Sayles is an investment management firm that provides equity, fixed income, multi-asset and alternative investment strategies for institutional and retai."},{"domain":"financialshopee.com","name":"financialshopee.com","country":"IN","city":"Uran","headcount":"51-200","leaf":"wealth_management_general","summary":"The company is a financial investment service that helps individuals invest in mutual funds for wealth creation and tax saving."},{"domain":"gedamoinvest.com","name":"Gedamo","country":"US","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"Gedamo is a financial services company that provides wealth management, private banking and currency investments for individuals and businesses."},{"domain":"bmoetfs.ca","name":"BMO ETF","country":"CA","city":null,"headcount":"501-1000","leaf":"other_wealth_management_investment","summary":"BMO ETF is a service provider that distributes BMO Global Asset Management's exchange-traded funds to investment advisors and institutional investors."},{"domain":"globalxetfs.com.br","name":"Global X ETFs","country":"BR","city":"New York","headcount":"51-200","leaf":"other_wealth_management_investment","summary":"Global X ETFs is an investment fund manager that offers thematic, income, commodities and global-market ETFs to individual investors and financial professionals."}],"similar_scored":550,"customers":null,"as_of":"2026-11-01","updated_at":"2026-11-01","hash":"d72373ab42cb1f96","index_tier":1}