You will ultimately serve as an equity specialist, conducting research, with the goal of identifying best in breed investment options for our clients. You will work closely with senior members of the team, assisting with manager coverage and contributing to research reports. Over time you will be assigned coverage of specific managers, and 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.What you’ll do:Conduct research on equity strategies. Assist in ongoing qualitative and quantitative analysis of managers/strategiesSource new ideas, meet with portfolio managers, strategists, and other investment professionals, document meetings, assist in writing research opinions and evaluations, and deliver analysis to consultants, portfolio managers, and clientsAssist in the production of all research collateral and deliverables, including, but not limited to, meeting notes, evaluations, and ad hoc analysisRepresent the firm to the external investment community in a professional manner during conference calls, in-person meetings, and on-site visitsInteract with Wilshire colleagues firm-wide in servicing clients’ needsSupport Wilshire’s reporting and monitoring processParticipate in and contribute to Wilshire’s Investment Strategy Committee meetingsAssist with ad hoc manager research related projectsCollaborate with other members of the investment team and contribute to investment recommendations and decisions made in client portfoliosContribute to a collaborative, one-team environment
Job Details
ID | #53758394 |
Estado | Colorado |
Ciudad | Denver |
Tipo de trabajo | Full-time |
Salario | USD TBD TBD |
Fuente | Wilshire Advisors LLC |
Showed | 2025-04-03 |
Fecha | 2025-04-03 |
Fecha tope | 2025-06-02 |
Categoría | Etcétera |
Crear un currículum vítae | |
Aplica ya |