- 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 as needed.
- 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.
- Bachelor's Degree
- Strong verbal and written communication skills. A writing sample may be requested.
- Strong quantitative and analytical ability required
- 3+ years of investment manager research, institutional or HNW consulting experience is preferred
- 5+ 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, Bloomberg, Microsoft Access, and EVestment Alliance preferred
- Experience with factor modeling desired
- This position will work on a hybrid model out of our Santa Monica, New York, 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.
-
Associate/Senior Associate
1 day ago
Tandym Group New York, United StatesAn investment management firm in New York City is currently seeking a diligent professional to join their growing team as a Associate / Senior Associate. · Responsibilities: · The Associate / Senior Associate will: · Provide support to the investor relations process · Update and ...
-
Senior Associate
1 week ago
Howard-Sloan Search New York, United StatesAssociate/Senior Associate Role Description · Associate/Senior Associate Role Description · Company Overview · Based in the vibrant hub of New York City, we stand as a premier private equity advisory firm, boasting over two decades of excellence in accelerating value for private ...
-
Senior Associate
1 week ago
SS&C Technologies New York, United States Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
-
Senior Associate
6 days ago
Madison Hunt New York, United StatesWe are partnered with a large cap global infrastructure firm headquartered in NYC looking to hire a Senior Associate to focus on Digital Infrastructure investments. The team will look across all verticals including fiber, towers, and data centers. · The ideal candidate will have ...
-
Senior Associate
2 weeks ago
Publicis Sapient New York, United StatesDescription · Senior Associate Financial Reporting, Strategy · Publicis Sapient is looking for highly skilled and experienced Senior Associate Financial Reporting, specializing in our Strategy capacity, to join our dynamic Finance team. As a part of a growing agency, you will l ...
-
Senior Associate
6 days ago
Glocap New York, United StatesPOSITION: Senior Associate, PE Secondaries - NYC · General Responsibilities: · Working on all aspects of the investment process from sourcing, due diligence, to the execution of PE secondary transactions, including GP-led deals, LP secondaries and single-asset continuation vehicl ...
-
Senior Associate
1 week ago
PKF O'Connor Davies, LLP New York, United StatesOverview · LOCATION: Hybrid; NYC, NJ, MA · The Senior Associate will work closely with our clients, managers and partners in providing financial and operational analysis in connection with buy-side and sell-side due diligence engagements. · Essential Duties · * Act as a key playe ...
-
Senior Associate
6 days ago
Albert Cliff New York, United StatesOur client is a leading global Private Equity firm specializing in infrastructure investments. With a proven track record of success, they actively manage investments across various sectors including energy, transportation, utilities, and telecommunications. The firm is committed ...
-
Senior Associate
6 days ago
AMA Group New York, United StatesJob Description · Job DescriptionDescription:Title: Senior Associate (Design Project Manager) · Trade: Electrical · Level: 10-12 · Reports To: Group Leader · Position Overview · AMA Group is looking for an Electrical Senior Associate, Project Manager who will be considered a ...
-
Senior Associate
4 days ago
Capital One Financial Corp New York, United StatesAnd Skills:Partner with the various lines of business to enhance modeling and analytical frameworks. Work across Capital One entities to create novel analytical solutions to the challenging business problems. Identify opportunities to apply quantitat Analyst, Associate, Quantitat ...
-
Associate/Senior Associate
1 week ago
Wafra New York, United StatesPosition: Sales Support - Business Development · Reports to: Interim Head of Business Development for North America · About Wafra: · Wafra Inc. is a leading global investment firm currently managing over $32 billion in assets and commitments across a variety of asset strategies. ...
-
Senior Associate
1 week ago
BNY Mellon New York, NY, United States Full timeOverview · Senior Associate - Technical Product Management · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking fi ...
-
Senior Associate
9 hours ago
Albert Cliff New York, United StatesOur client is a global private equity firm specializing in healthcare investments. The fund (headquartered in the US) is a distinguished private equity firm renowned for its strategic investments and transformative approach within the healthcare industry. With a legacy of success ...
-
Senior Associate
4 days ago
Berkeley Research Group New York, United StatesHAP Tech, a subgroup of BRG's Healthcare Analytics practice (HAP), is one of the firm's largest and fastest growing teams. This innovative group is currently looking for talented and dynamic professionals to join us as we continue to grow HAP Tech supports and advises pharmaceuti ...
-
Senior Associate
4 days ago
Neva Recruiting New York, United StatesSenior Associate | Manager · Our client, a niche' consulting firm, is expanding their Strategic Sourcing/Procurement Practice looking for Consultants – Associate, Senior Associate and Manager level with domain expertise in this area. · Consultants enjoy reduced travel, work/life ...
-
Senior Associate
4 days ago
New York Life New York, United StatesEmployer: New York Life Insurance CompanyJob Title: Senior Associate (Senior Data Scientist)Location: New York, NY Offered Wage: $163,238/yearDuties: As part of the company's Center for Data Science and Artificial Intelligence (CDSAi), leads and contributes to data analysis and m ...
-
Senior Associate
1 week ago
PwC New York, NY, United StatesA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. ...
-
Senior Associate
2 weeks ago
Day Two Plus LLC New York, NY, US, United StatesWhy Join Our Team? · In 2021, Day Two Plus began it's journey to deliver an integrated, end-to-end Project Management Information System ("PMIS") and Project Maintenance solution that intelligently structures project/construction information. Day Two Plus is in the technology ser ...
-
SENIOR ASSOCIATE
1 week ago
New York Life Insurance Company New York, United StatesJob Requisition ID: 90320 Location Designation: Hybrid - 3 days per week Location: New York, NY Offered Wage: $151,500.18/year Duties: Executes independent validations of models based on the company's internal model risk management policy and procedu Analyst, Associate, Quantitat ...
-
Senior Associate
2 weeks ago
Day Two Plus LLC New York, NY, United StatesWhy Join Our Team? · In 2021, Day Two Plus began it's journey to deliver an integrated, end-to-end Project Management Information System ("PMIS") and Project Maintenance solution that intelligently structures project/construction information. Day Two Plus is in the technology ser ...
Manager Research Senior Associate - New York, United States - Wilshire Advisors LLC
Description
Company DescriptionAs 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.
Job Description
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:
Visit for additional company information.
Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 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 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.
If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at or
#LI-Hybrid