Senior Associate, Alternatives Manager Research
- Full-time
- Department: Investment Solutions
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
The Alternatives Manager Research Senior Associate specializes in alternative investments, with a focus on private markets. The ideal candidate will have a strong background in investment research, transaction management, and relationship building within the private markets landscape. This role offers an exciting opportunity to contribute to the success of our investment strategies by conducting in-depth due diligence on managers and investment opportunities.
What you’ll do:
- Act as a key member of the deal teams, responsible for sourcing potential investment opportunities in the private markets space
- Conduct comprehensive research and analysis to identify attractive investment prospects and evaluate their alignment with the firm's investment objectives
- Participate in meetings with investment managers to gather additional information and insights
- Prepare detailed and insightful reports on managers, investment opportunities, and market developments to support investment decision-making
- Draft investment memorandums for fund investments and co-investments, highlighting key investment thesis, risks, and opportunities
- Proactively develop new research processes and methodologies to enhance the firm's investment decision-making capabilities
- Stay abreast of industry trends, regulatory developments, and emerging investment opportunities through continuous market research and analysis
Qualifications
- BA/BS degree (finance or related degree preferred) or equivalent experience
- 4-5 years of experience in manager research, investment due diligence, or private markets investing preferred
- Excellent communication and presentation abilities, with the ability to convey complex ideas clearly and concisely
- Detail-oriented with a strong commitment to accuracy and quality
- Strong analytical skills with proficiency in financial modeling and investment analysis
- Candidate must be collaborative, a team player, self-driven and possess strong integrity and professionalism
Additional Information
- This position will work on a hybrid model out of our 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 $100,000-$120,000/year. 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 [email protected] or 310-584-6011.
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