Job details
Job type full-time
Full job description
As part of the wilshire family you can rest assured that every day you are contributing to an organization that is helping millions of people around the world make better investment decisions for a more secure futureOur solutions-based approach supported by a strong commitment to research remains the cornerstone of what keeps us at the leading edge of modern quantitative financeFor nearly 50 years, our clients have trusted wilshire to transform complex theory into practical investment applications.
You will ultimately serve as a generalist analyst, supporting the firm’s traditional manager research teamWorking closely with the senior members of the team, you will assist in collecting data, generating quantitative analysis, and preparing reportsYou will get the opportunity to learn the team’s manager evaluation process, attend manager meetings across all of the traditional asset classes, and participate in the firm’s broader investment team meetingsThere are opportunities for advancement for individuals that are successful in this role, including taking on formal manager research coverage.
Founded in 1972, wilshire advises on over $1.3 trillion in assets and manages $86 billion in assetsSpecializing in innovative investment solutions, consulting services and multi-asset analytics, wilshire serves more than 500 institutional and intermediary clients worldwide, delivering a high quality, coordinated platform of client-centric investment solutions that leverage the entire firm’s resources to the maximum benefit of our clients.
What you’ll do:
Support the team’s senior manager research professionals in all aspects of manager due diligence.
Tasks include, but are not limited to, generating quantitative analysis, preparing reports and presentations, data collection and organization.
Opportunity to participate in investment manager meetings once the analyst demonstrates mastery of core responsibilities.
Support other investment activities related to market analysis, performance analysis, investment research, and client servicing.
Attend all internal weekly investment research meetings as well as investment committee meetings.
What you have:
Bachelor’s degree
2+ years’ relative work experience
Strong verbal and written communication skills and quantitative and analytical ability required
Progress towards or desire to participate in the cfa and caia programs is preferred
Strong microsoft office application skills is preferred
Experience with visual basic for applications is preferred
Knowledge of investments and interest in capital markets
Attention to detail and accuracy
Team player and client-centric attitude
What you get:
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 reimbursements, and more.
Covid-19 hiring: our recruiting and onboarding activities are virtual during the pandemic, and we’ve transitioned to a work-from-home environment until 2022In january 2022, our expectation is that we will transition to a hybrid work-from-home / in-office environment.
Visit www.wilshire.com for additional company information.
We are an equal opportunity employer, which means we afford equal employment opportunities to all individuals regardless of race, 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 (defined as having a preference for heterosexuality, homosexuality or bisexuality, having a history of such a preference or being identified with such a preference)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 harassmentIn addition, wilshire advisors adheres to the equal employment opportunity requirements of all states and localities in which it does businessWe 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.
Wilshire is an sec-registered investment adviser and is required to track certain political contributions under rule 206(4)-5As such, you may be required to disclose your prior political contributions.
No phone calls
If you have a disability and require reasonable accommodations in the application process, contact human resources at applicantaccessibility@wilshire.com or 310-584-6011.
Required skills
Required experience
