What are the responsibilities and job description for the Wealth Management Intern - Data Analytics position at Calamos Recruiting?
Summary:
The Wealth Management Intern assists the members of the Wealth Management team by providing excellent data analytics, process improvement, and project management skills.
CWM Client Services and operations provides day-to-day and strategic support to all of Wealth Management. This position will shadow the client service team members, and other team members throughout Wealth Management, to understand how a new client onboarding process and journey. This intern will work closely with the Director of Operations to compile and input data, analyze and identify issues, and make recommendations on process improvements. This information will be obtained at the client and firm level.
Primary Responsibilities:
- Assists in data gathering and understands financial planning.
- Observes and assists with improving the client journey process, including prospecting, client engagement, and onboarding.
- Assists with preparing for client reviews.
- Exposure to back-office Operations and Compliance.
- Observes and assists Investment Team with proposal generation and due diligence.
- Supports Marketing initiatives.
- Troubleshooting, analyzing, and reporting errors.
- Participate in enhancing procedures and developing methods to improve operational efficiency.
- Must be able to handle multiple tasks/projects with adherence to deadlines.
- Handles related duties as assigned.
Preferred Qualifications:
- Currently enrolled in a Bachelor’s degree or MBA program
- Evidence of challenging curriculum and a minimum 3.0 GPA.
- Independent and original thinker
- Strong level of integrity with an entrepreneurial spirit
- Demonstrated interest in data analytics within the investment management industry is preferred
- Intermediate knowledge of Microsoft Office applications – Excel, PowerPoint and Word
For Illinois Applicants only: The expected hourly range for this position is $22 per hour.
Salary : $22