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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
Date Posted: 22 October 2024
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