Manager Research Senior Associate - Equity
Wilshire - New York, NY
posted 4 days ago
About the position
As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. You will ultimately serve as an equity specialist, conducting research, with the goal of identifying best-in-breed investment options for our clients, including contributing to research of multi-asset opportunities. You will also serve as a subject matter expert 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 be required to effectively articulate Wilshire's research process and competitive advantage to prospects and clients.
Responsibilities
- Conduct research on equity 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 to client and prospect meetings
- Support Wilshire's reporting and monitoring process
- Participate in and contribute to Wilshire's Investment Strategy Committee meeting
- Serve as subject matter expert in assigned area of coverage
- Lead and execute 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
- Contribute to a collaborative, one-team environment
Requirements
- Bachelor's Degree; business and finance-related majors is preferred
- 2 years of investment manager research, institutional or HNW consulting experience is preferred
- 5 years of overall investment industry experience is preferred
- Excellent verbal and written communication skills (a writing sample may be requested)
- Strong quantitative and analytical ability required
- Client presentation experience preferred
- Team player and client-centric
- Experience with factor modeling desired
Nice-to-haves
- CFA Charter, CAIA designation preferred
- Familiarity with Morningstar Direct, Bloomberg, Microsoft Access, and EVestment Alliance preferred
- 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
- Eligibility for an annual discretionary bonus
- Full range of health and financial benefit offerings
