Joe Oswald

Joe Oswald is a Junior Research Analyst at Calamos Investments, based in Chicago, IL. In his current role, he provides fundamental research support to senior analysts and helps monitor firm investment positions, collaborating closely within the asset management team to inform portfolio decisions. Oswald's responsibilities span analysis of financial data, company fundamentals, and ongoing tracking of assigned sectors to generate investment ideas.

Oswald specializes in supporting the firm's research processes across multiple asset classes, with a particular emphasis on public equities and multi-asset strategies. While Calamos is recognized for its expertise in convertible securities, equities, and multi-asset portfolios, Oswald's work directly connects with these focus areas as he contributes to the research behind their active investment products.

Before becoming a Junior Research Analyst, Oswald was a Research Associate at Calamos Investments and previously worked as an Investment Analyst at Aon. He holds a Bachelor’s degree in Finance from the Gies College of Business at the University of Illinois Urbana-Champaign and has international academic experience from the University of Deusto.