Urban Planning, Public Transit Design and Infrastructure
Puzzles, Legos, Thrift Shopping, Survivor TV Show
Strong Towns Chicago Volunteer
Runner Chicago Marathon (2019) and Madison Marathon (2021)
Jake Calamari
Chicago
Summary
Diligent worker with comprehensive experience in trading fixed income securities across various markets. Utilizes strategic decision-making to execute trades and manage risks, optimizing portfolio returns. Proven ability to collaborate effectively with team members to achieve multiple objectives at once
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Fixed Income Trader
HighTower Advisors
Chicago, IL
02.2025 - Current
-Spearheaded implementation of standardized FI OMS system across entire company of 140+ advisory practices
-Mentored entry level trading associates by communicating best workflow practices and fixed income industry knowledge
Capital Markets Trading Associate
HighTower Advisors
Chicago, IL
01.2023 - 02.2025
-Improved internal average execution levels against market by almost a full basis point in specific asset classes
-Trusted as main point of contact for all fixed income needs for company's 3 highest AUM portfolio managers
Capital Markets Operations Associate
HighTower Advisors
Chicago, IL
06.2021 - 01.2023
-Created internal tracking for trade matching and error reporting
-Reduced outstanding unmatched trades and unbalanced trade errors by over 10% during largest volume of trading in company history
Credit Union Investment Services Intern
LPL Financial
Madison, WI
08.2019 - 05.2020
-Rebalanced and updated positions in model wealth portfolios
-Analyzed real-life client situations and ran Monte Carlo simulations
Education
Bachelor of Science - Finance
University of Wisconsin, Madison
05-2020
Skills
- Bloomberg Terminal
- Excel (xlookup, index/match, pivot tables, VBA automation)
- Trade execution platforms (Tradeweb, MarketAxess, Bloomberg TSOX)
- Rapid decision‑making under pressure
- Clear communication with sales, research, and risk
- Ability to synthesize complex information quickly
- Relationship‑building with counterparties and liquidity providers
Certification
SIE Exam - Securities Industry Essentials
Series 7 Exam - General Securities Representative
Series 63 Exam - Uniform Securities Agent
Series 65 Exam - Uniform Investment Advisor
Interests
Timeline
Senior Fixed Income Trader
HighTower Advisors
02.2025 - Current
Capital Markets Trading Associate
HighTower Advisors
01.2023 - 02.2025
Capital Markets Operations Associate
HighTower Advisors
06.2021 - 01.2023
Credit Union Investment Services Intern
LPL Financial
08.2019 - 05.2020
Bachelor of Science - Finance
University of Wisconsin, Madison