Manager Research Senior Analyst – Equity

As a Manager Research Senior Analyst – Equity at Wilshire, you'll be responsible for conducting comprehensive equity strategy research, performing both qualitative and quantitative analyses of investment managers, and documenting your findings in research reports. You will also engage with portfolio managers and strategists to source investment ideas while contributing to the production of research collateral. Furthermore, you'll represent Wilshire in professional interactions with the external investment community and collaborate with internal teams to ensure client needs are met effectively.

Wilshire looks for candidates who possess a Bachelor’s Degree, preferably in business or finance-related fields. Excellent communication skills—both verbal and written—are crucial, and the ability to analyze quantitative data is highly desired. Ideally, you should have at least 1 year of investment manager research experience, 2+ years in the investment industry, and progress towards a CFA Charter or CAIA designation. Familiarity with tools like Morningstar Direct and eVestment Alliance will be advantageous.

The pay range for the Manager Research Senior Analyst – Equity position at Wilshire falls between $77,000 and $90,000, but it’s important to note that your individual base pay will be tailored based on factors like location, qualifications, skills, and experience. Additionally, this role includes eligibility for an annual discretionary bonus and an extensive benefits package to support your financial and personal well-being.

Yes! Working as a Manager Research Senior Analyst – Equity at Wilshire means you'll enjoy a comprehensive benefits package designed for your success and satisfaction. This includes a collaborative work culture, generous PTO, a 401(k) match, and affordable medical, dental, and vision insurance. Plus, there’s reimbursement for CFA and other professional memberships, empowering you to invest in your professional development.

At Wilshire, you'll thrive in a hybrid work environment that promotes collaboration and teamwork among colleagues. You'll have the opportunity to interact with team members from various offices while contributing your insights to the investment strategy. The culture at Wilshire emphasizes diversity, inclusivity, and equal opportunity, creating a supportive space for all employees to reach their fullest potential.

When answering this question, highlight specific projects or tasks that showcase your analytical abilities and familiarity with equity strategies. Discuss your approach to researching investment managers and how you ensure thorough evaluations, emphasizing any quantitative analysis you've performed.

Demonstrate your organizational skills and ability to manage time effectively. Explain your approach to setting priorities based on deadlines, project significance, and data availability. Sharing a specific example where you met multiple deadlines successfully can strengthen your response.

In your response, mention any relevant tools such as Morningstar Direct or eVestment Alliance that you have experience with. Discuss how you use these tools to gather data, analyze investment managers, and support your research objectives.

Focus on the importance of clarity and succinctness in your communications. You might explain your process for preparing research reports, including how you tailor your analysis to meet the needs of specific clients, ensuring they understand the implications of your research.

Here, emphasize your collaborative skills and experiences. Discuss instances where you have worked with your team to achieve common goals, perhaps in preparing joint reports or participating in investment strategy meetings, showing how you value teamwork and diverse perspectives.

Provide a specific example of a research challenge that required innovative thinking or problem-solving skills. Describe the situation, your approach to finding a solution, and the outcome, demonstrating your resilience and analytical capabilities.

Articulate your admiration for Wilshire’s commitment to enhancing financial outcomes and your enthusiasm for contributing to a prestigious organization. Link your personal values and career goals to Wilshire’s mission, emphasizing what you find appealing about their research methodologies or team culture.

Share the resources and methods you rely on to stay updated, such as financial news outlets, research publications, or industry conferences. Discussing your proactive approach to continuous learning will display your dedication to the field and potential as an asset to the team.

In your answer, highlight your attention to data accuracy and the importance of using reputable sources. Explain your process for evaluating data integrity and cross-referencing information to ensure reliability, showcasing your diligence in research.

Reflect on your openness to constructive criticism and how you view feedback as an opportunity for growth. Share how you would review the feedback, make necessary adjustments to your research approach, and communicate with the colleague to ensure clarity.