Investment Research Analyst

1 day ago


Denver, Colorado, United States Wilshire Advisors LLC Full time
Job Overview

Wilshire Advisors LLC is a renowned investment advisory firm dedicated to providing customized portfolio solutions grounded in research and powered by cutting-edge technologies.

We advise on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and are headquartered in the United States with offices worldwide.

Salary

The estimated salary range for this position is $95,000-$120,000 per annum. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings.

Key Responsibilities

You will serve as an equity specialist, conducting research to identify best-in-breed investment options for our clients, including contributing to research papers, client interactions, and serving as a subject matter expert in your area of coverage.

  • Conduct 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
  • Represent the firm to the external investment community in a professional manner during conference calls, in-person meetings, and on-site visits
Required Skills and Qualifications
  • Bachelor's Degree; business and finance-related majors preferred
  • 2 years of investment manager research, institutional or HNW consulting experience preferred
  • Excellent verbal and written communication skills required
  • Strong quantitative and analytical ability required
Benefits

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.

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



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