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Manager Research Senior Analyst/Associate – Multi-Asset



Locations

  • Chicago, IL
  • Pittsburgh, PA
  • Santa Monica, CA

Category

Investment Solutions

Position Type

Full-Time/Regular

Job Description

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping millions of people around the world make better investment decisions for a more secure future. For 50 years, our clients have trusted Wilshire to transform complex theory into practical investment solutions and products.

Founded in 1972, Wilshire advises on over $1.3 trillion in assets and manages $93 billion in assets. Wilshire underwent a corporate transformation in 2021 and is on an exciting journey to deliver best-in-class Investment Solutions, Indices and Benchmarks and Innovative Analytics to a wide range of investors across the world.

You will ultimately serve as a multi-asset specialist, conducting research within areas including third-party model portfolios, managed account strategists, Target Date Funds, and Target Risk strategies, with the goal of identifying best in breed investment options for our clients. You will also serve as a subject matter authority in your area of coverage, contributing to research papers, client interactions, and serving as a resource to the entire firm. 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. In this role you will also effectively articulate Wilshire’s research process and competitive advantage to prospects and clients.

What you’ll do:

  • Conduct research on multi-asset strategies. Provide ongoing qualitative and quantitative analysis of managers/strategists under your coverage.
  • Source new ideas, meet with portfolio managers, strategists, and other investment professionals, document meetings, provide written research opinions and evaluations, and deliver recommendations and analysis to consultants, portfolio managers, and clients.
  • Production of all collateral and deliverables associated with assigned coverage, 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, in-person meetings, and on-site visits.
  • Interact with Wilshire colleagues firm-wide in servicing clients’ needs. Participate and contribute in client and prospect meetings as needed.
  • Support Wilshire’s reporting and monitoring process.
  • Participate in and contribute to Wilshire’s Investment Strategy Committee meeting.
  • Serve as subject matter authority in assigned area of coverage.
  • Lead and implement 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, one-team environment.

What you have:

  • Bachelor’s Degree
  • Excellent verbal and written communication skills. A writing sample may be requested.
  • Deep quantitative and analytical ability desired
  • 2+ years of investment manager research, institutional or HNW consulting experience is preferred
  • 3+ years of overall investment industry experience is preferred
  • Bachelor’s Degree in business and finance related majors is preferred
  • CFA Charter, CAIA designation, or 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

What you get:

  • 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.

Effective November 1, 2021, Wilshire requires that all successful applicants for positions located in the United States be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

Visit www.wilshire.com for additional company information.

Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. 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 Advisors 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.


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