Manager Research Senior Analyst Equity

You will ultimately serve as an equity specialist conducting research with the goal of identifying best in breed investment options for our clients. You will work closely with senior members of the team assisting with manager coverage and contributing to research reports. Over time you will be assigned coverage of specific managers and you will be tasked with understanding your assigned coverage thoroughly as well as providing valuable insights to internal and external clients. Additionally you will be asked to contribute to other team and business goals.

What youll do:

• Conduct research on equity strategies. Assist in ongoing qualitative and quantitative analysis of managers/strategies
• Source new ideas meet with portfolio managers strategists and other investment professionals document meetings assist in writing research opinions and evaluations and deliver analysis to consultants portfolio managers and clients
• Assist in the production of all research collateral and deliverables including but not limited to meeting notes evaluations and ad hoc analysis
• Represent the firm to the external investment community in a professional manner during conference calls inperson meetings and onsite visits
• Interact with Wilshire colleagues firmwide in servicing clients needs
• Support Wilshires reporting and monitoring process
• Participate in and contribute to Wilshires Investment Strategy Committee meetings
• Assist with ad hoc manager research related projects
• Collaborate with other members of the investment team and contribute to investment recommendations and decisions made in client portfolios
• Contribute to a collaborative oneteam environment

Qualifications :

What you have:

• Bachelors Degree
• Excellent verbal and written communication skills. A writing sample may be requested.
• Deep quantitative and analytical ability desired
• 1 year of investment manager research institutional or HNW consulting experience is preferred
• 2 years of overall investment industry experience is preferred
• Bachelors Degree in business and finance related majors is preferred
• Progress towards CFA Charter or CAIA designation preferred
• Advanced degree (MBA MA/MS) in Accounting Finance Mathematics or Economics preferred
• Client presentation experience preferred
• Team player and client centric
• Submitting a cover letter and writing sample is encouraged
• Familiarity with Morningstar Direct Microsoft Office applications and eVestment Alliance preferred

Additional Information :

• This position will work on a hybrid model out of our Santa Monica Chicago or Denver office
• We offer a comprehensive benefits package including a collaborative work environment generous PTO 401(k) match affordable & comprehensive medical/dental/vision insurance CFA and other professional membership reimbursement and more.

The pay range for this position is $77000$90000. However base pay will be determined on an individual basis considering various factors including location qualifications skills and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings which will be provided in conjunction with an offer of employment.

Visit www.wilshire for additional company information. 

Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 20645.  As such you may be required to disclose your prior political contributions.  

We are an equal opportunity employer which means we afford equal employment opportunity to all individuals regardless of race/ethnicity creed color religion sex (including gender and gender identity) national origin ancestry age marital status veteran status citizenship status disability medical condition (as defined by California Government Code section 12926 or sexual orientation. Our employees as well as applicants and others with whom we do business will not be subjected to sexual racial religious ethnic or any other form of unlawful harassment. In addition Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects but because it is the right thing to do for our employees and clients to thrive.

If you have a disability and require reasonable accommodations in the application process contact Human Resources at or.

#LIHybrid

Remote Work :

No

Employment Type :

Fulltime