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Manager Research Senior Associate - Equity

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Wilshire Advisors LLC

2024-11-05 05:41:19

Job location Pittsburgh, Pennsylvania, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Job Description

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.

What you'll do:

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

Inform a friend!

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