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Sr. Analyst, Alternatives Manager Research

Wilshire

Santa Monica (CA)

Hybrid

USD 77,000 - 90,000

Full time

30+ days ago

Job summary

Wilshire is seeking an Analyst/Sr. Analyst to join its Alternatives Manager Research team. You will contribute to managing over $20 billion in assets while working closely with senior management. Ideal candidates have a degree in economics, business, or finance and are ready to take on dynamic responsibilities in a fast-paced environment.

Benefits

Comprehensive benefits package
Collaborative work environment
Generous PTO
401(k) match
Affordable medical/dental/vision insurance
CFA reimbursement

Qualifications

  • Bachelor's degree in relevant field required.
  • 0-3 years in investment banking, management consulting, or finance preferred.
  • Strong analytical and communication skills essential.

Responsibilities

  • Contribute to the Alternatives Manager Research team during investment processes.
  • Maintain research database and draft investment memos.
  • Conduct due diligence on fund investments.

Skills

Analytical skills
Written communication
Oral communication
Attention to detail

Education

Bachelor’s degree in Economics
Bachelor’s degree in Business
Bachelor’s degree in Finance

Tools

Microsoft Office

Job description

4 days ago Be among the first 25 applicants

Company Description

As 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.

Company Description

As 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

Wilshire seeks an Analyst/Sr. Analyst to join the Alternatives Manager Research team. Working closely with senior management, you’ll act as a contributing member of the investment team with responsibilities throughout the investment process. Wilshire’s alternatives research group advises on more than $20 billion of assets across investment types, strategies and geographies. We have a global perspective on the alternatives market with worldwide research capabilities and a major international client base. Both global and regional mandates are structured to meet client investment objectives. Today we are approximately 45 professionals in alternatives research working in the following locations: Santa Monica, Chicago, Pittsburgh, New York, Amsterdam, and Hong Kong.

What you’ll do:

  • Contributing member of the Alternatives Manager Research team, with responsibilities throughout the investment process
  • Help maintain the research database
  • Act as a key member of deal teams, conducting due diligence and drafting investment memos for fund investments and transactions (e.g., co-investments and secondaries)

Qualifications

  • Bachelor’s degree in Economics, Business, Finance or related field
  • 0-3 years of experience, preferably in investment banking, management consulting or financial services
  • Analytical skills (both quantitative and qualitative)
  • Outstanding written and oral communication skills
  • Proficient in Microsoft Office (particularly Excel)
  • Ability to work independently and efficiently under time pressure in a fast- paced environment with a special attention to detail

Additional Information

  • This position will work on a hybrid model out of our Santa Monica, Pittsburgh, Chicago, or New York 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.

The pay range for this position is $77,000-$90,000. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment.

Visit Www.wilshire.com For Additional Company Information.

Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. 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 ApplicantAccessibility@wilshire.com or 310-584-6011.

Seniority level
  • Seniority level
    Entry level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Finance

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