Manager Research Assistant Vice President Fixed Income

$120,000 - $150,000/Yr

Wilshire Advisors - Santa Monica, CA

Full-time - Senior

Santa Monica, CA

About the position

The Manager Research Assistant Vice President - Fixed Income role at Wilshire involves serving as a fixed income specialist, conducting in-depth research to identify optimal investment options for clients. The position requires collaboration with internal teams and external clients, contributing to research papers, and articulating Wilshire's research process and competitive advantages. The role emphasizes qualitative and quantitative analysis, client interaction, and mentoring junior team members, all within a hybrid work environment.

Responsibilities

• Conduct research on fixed income strategies and provide ongoing qualitative and quantitative analysis of managers/strategists under coverage.
• Source new ideas and meet with portfolio managers, strategists, and other investment professionals, documenting meetings and providing written research opinions and evaluations.
• Produce all collateral and deliverables associated with assigned coverage, including meeting notes, evaluations, and ad hoc analysis.
• Represent the firm to the external investment community during conference calls, in-person meetings, and on-site visits.
• Interact with Wilshire colleagues firm-wide to service clients' needs and participate in client and prospect meetings.
• Support Wilshire's reporting and monitoring process.
• Participate in and contribute to Wilshire's Investment Strategy Committee meetings.
• Serve as a subject matter expert 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.
• Mentor junior team members and contribute to a collaborative, one-team environment.

Requirements

• Bachelor's Degree
• Strong verbal and written communication skills
• Strong quantitative and analytical ability
• 6+ years of investment manager research, institutional or HNW consulting experience preferred
• 8+ years of overall investment industry experience preferred
• Bachelor's Degree in business and finance related majors preferred
• CFA Charter, CAIA designation, or advanced degree (MBA, MA/MS) in Accounting, Finance, Mathematics, or Economics preferred
• Client presentation experience preferred
• Familiarity with Morningstar Direct, Bloomberg, Microsoft Access, and EVestment Alliance preferred
• Experience with factor modeling desired

Nice-to-haves

• Submitting a cover letter and writing sample is encouraged

Benefits

• Collaborative work environment
• Generous PTO
• 401(k) match
• Affordable & comprehensive medical/dental/vision insurance
• CFA and other professional membership reimbursement
• Annual discretionary bonus eligibility