Wilshire Advisors, Llc
Manager Research Assistant Vice President – Fixed Income
Wilshire Advisors, Llc, Chicago, Illinois, United States, 60290
Manager Research Assistant Vice President – Fixed Income
Full-timeDepartment: Investment SolutionsAs 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 a fixed income specialist, conducting research, with the goal of identifying best in breed investment options for our clients, including contributing on 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.What you’ll do:Conduct research on fixed income 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.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 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.Contribute to a collaborative, one-team environment.Minimum Requirements:Bachelor’s DegreeStrong verbal and written communication skills. A writing sample may be requested.Strong quantitative and analytical ability required6+ years of investment manager research, institutional or HNW consulting experience is preferred8+ years of overall investment industry experience is preferredBachelor’s Degree in business and finance related majors is preferredCFA Charter, CAIA designation, or advanced degree (MBA, MA/MS) in Accounting, Finance, Mathematics, or Economics preferredTeam player and client centricSubmitting a cover letter and writing sample is encouragedFamiliarity with Morningstar Direct, Bloomberg, Microsoft Access, and EVestment Alliance preferredExperience with factor modeling desiredThis position will work on a
hybrid model
out of our Santa Monica, Pittsburgh, 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 $120,000-$150,000. 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.com for additional company information.
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Full-timeDepartment: Investment SolutionsAs 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 a fixed income specialist, conducting research, with the goal of identifying best in breed investment options for our clients, including contributing on 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.What you’ll do:Conduct research on fixed income 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.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 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.Contribute to a collaborative, one-team environment.Minimum Requirements:Bachelor’s DegreeStrong verbal and written communication skills. A writing sample may be requested.Strong quantitative and analytical ability required6+ years of investment manager research, institutional or HNW consulting experience is preferred8+ years of overall investment industry experience is preferredBachelor’s Degree in business and finance related majors is preferredCFA Charter, CAIA designation, or advanced degree (MBA, MA/MS) in Accounting, Finance, Mathematics, or Economics preferredTeam player and client centricSubmitting a cover letter and writing sample is encouragedFamiliarity with Morningstar Direct, Bloomberg, Microsoft Access, and EVestment Alliance preferredExperience with factor modeling desiredThis position will work on a
hybrid model
out of our Santa Monica, Pittsburgh, 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 $120,000-$150,000. 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.com for additional company information.
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