Evan Wright, Cfa Email & Phone Number

Greater Chicago Area

Cover the Energy, Materials, and CleanTech sectors completing research used in the evaluation of investment opportunities for Portfolio Managers. Analyze equities, debt, and convertible bonds utilizing both fundamental research and proprietary modeling. Produce research reports, lead sector discussions, build and maintain financial models, and make purchase and sale recommendations for securities included in funds. Monitor fundamental and technical targets for current and prospective holdings and in response to changing market conditions, company events, and industry news. Support the Calamos Convertible Fund and Growth & Income Fund, two of the company’s flagship mutual funds with over $5 billion in AUM.

Greater Chicago Area

Researched securities and generated ideas for inclusion in client accounts, including mutual funds, equities, exchange traded funds, and fixed income investments. Created model portfolios based on selected risk tolerance levels. Accountable for choosing portfolio holdings and weightings and updating models to reflect evolving market trends. Produced quarterly composite performance reports and led review meetings with senior financial consultants. Executed all trades for accounts.

Evaluated, identified, and qualified new sources of business for investment team, and worked to analyze investment portfolio holdings and make recommendations regarding new products or services that fit with investor objectives.