Wealth Management Intern (Winter) jobs in United States
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Calamos Investments · 1 month ago

Wealth Management Intern (Winter)

positionNaperville, Illinois, United States
timeInternship
remoteOnsite
seniorityIntern
money$22/hr - $22/hr

Calamos Wealth Management is seeking a highly motivated candidate to join their team as a Wealth Management Intern. This position will provide comprehensive administrative support while working closely with team members within Client Service and Operations, offering mentorship opportunities to develop skills and knowledge of the wealth management industry.

AdviceConsultingFinanceFinancial Services
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Work & Life Balance
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H1B Sponsor Likelynote

Responsibilities

Sales Support: Gather, consolidate, and maintain client data for sales enablement projects. Assist with daily leads process by logging lead information onto CRM system, providing prospective client research, and communicating details to advisors
Process Documentation: Document process improvements, capturing stakeholder insights, workflows, and recommended solutions; assist in procedural updates as appropriate
Client Onboarding: assist with new account onboarding, paperwork documentation and all CRM and internal system setup
Account Maintenance: Help maintain client accounts (address changes, document updates, etc.)
Analysis: Maintain dashboards that help the team monitor performance and identify trends in client data to improve our processes
KPI Reporting: Create ad hoc and recurring reports to support business operations, track and analyze client onboarding times and account metrics
Financial Reporting: Support in quarterly reporting and special data projects

Qualification

Microsoft Office SuiteAnalytical skillsPower BIFinancial markets knowledgeCommunication skillsOrganizational skills

Required

Highly motivated candidate
Comprehensive administrative support experience
Ability to work closely with team members within Client Service and Operations
Mentorship opportunities with experienced members of the CWM team
Occasional travel required to Naperville location
Sales Support: Gather, consolidate, and maintain client data for sales enablement projects
Assist with daily leads process by logging lead information onto CRM system
Provide prospective client research and communicate details to advisors
Process Documentation: Document process improvements, capturing stakeholder insights, workflows, and recommended solutions
Assist in procedural updates as appropriate
Client Onboarding: Assist with new account onboarding, paperwork documentation and all CRM and internal system setup
Account Maintenance: Help maintain client accounts (address changes, document updates, etc.)
Analysis: Maintain dashboards that help the team monitor performance and identify trends in client data
KPI Reporting: Create ad hoc and recurring reports to support business operations
Track and analyze client onboarding times and account metrics
Financial Reporting: Support in quarterly reporting and special data projects

Preferred

Bachelor's degree (or pursuing) in Business, Finance, Economics, Data Analytics, or related field with a minimum GPA of 3.0
Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint); experience with Power BI a plus
Strong analytical and research skills, along with ability to identify patterns, connections, and discrepancies across different systems and datasets
Comfortable explaining analysis findings in a succinct way
Ability to work in a fast-paced environment and manage multiple tasks simultaneously, while managing priority shifts
Strong organizational skills and heightened attention to detail
Basic knowledge of investments and financial markets
Excellent communication skills, verbal and written

Company

Calamos Investments

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Calamos Investments is a global investment firm committed to excellence in investment management and client services.
dateFounded in 1977
location
Naperville, Illinois, USA
people-size201-500 employees
web-link
http://www.calamos.com/

H1B Sponsorship

Calamos Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (4)
2023 (4)
2022 (5)
2021 (4)
2020 (3)

Funding

Current Stage
Public Company
Total Funding
unknown
2004-10-28IPO

Leadership Team

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John Koudounis
Chief Executive Officer
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Dan Dufresne
Chief Operating Officer
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Recent News

PR Newswire
Calamos Investments in Growth Mode: Expands Strong Leadership Team
2025-12-10
PR Newswire
Calamos Pioneers CAIQ: The First Nasdaq-100 Autocallable Income ETF
2025-11-19
PR Newswire
Calamos Wealth Management Adds Two Senior Wealth Advisors to Lead Regional Offices and Enhance High-Net-Worth Client Services
2025-11-10
Company data provided by crunchbase