Wilshire
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The role involves conducting equity research, analyzing investment managers, and producing research papers while serving as a subject matter expert. Key responsibilities include sourcing investment ideas, collaborating with teams, mentoring junior members, and participating in client interactions to improve financial outcomes for clients.
As an Equity Specialist, you will conduct research on equity strategies and provide qualitative and quantitative analysis. You'll source new investment ideas, document meetings, and deliver evaluations to clients. The role involves mentoring junior members, collaborating with the investment team, and representing the firm in client meetings.
The Associate Counsel will provide legal advice on ERISA compliance, manage legal aspects of asset management services, negotiate ERISA-related contracts, and support the firm's compliance programs. They will also conduct legal research and educate internal teams on compliance and legal requirements.
The Manager Research Senior Associate will conduct equity strategy research, analyzing investment options for clients and providing qualitative and quantitative analysis. The role involves meeting with investment professionals, documenting evaluations, producing reports, and mentoring team members. Collaboration with the investment team and mentoring junior colleagues is also key, as is representing the firm professionally during client interactions.
The role involves conducting research on equity strategies, providing qualitative and quantitative analysis of investment managers, sourcing new ideas, documenting meetings, producing deliverables, and mentoring junior team members. The associate will also participate in client meetings and contribute to the Investment Strategy Committee.
The Manager Research Senior Associate will conduct equity research, provide qualitative and quantitative analysis, collaborate on investment strategies, mentor junior members, and serve as a subject matter expert. Responsibilities include client interactions, documenting meetings, and contributing to the firm’s investment recommendations.
The Associate Counsel will provide legal guidance on ERISA compliance and regulations, manage legal aspects of asset management services, negotiate ERISA-related contracts, advise on fiduciary matters, support the firm's compliance programs, and conduct legal research. The role requires a strong background in asset management and regulatory frameworks.
The Associate Counsel will provide legal advice on ERISA compliance, oversee legal aspects of asset management services, negotiate contracts, advise on fiduciary matters, and participate in client onboarding. The role includes ensuring adherence to regulatory standards and managing compliance programs.
The Assistant Vice President will focus on sourcing and supporting the Business Development team in selling alternative investment offerings. Responsibilities include generating leads, building relationships with institutional investors, creating pitch decks, conducting market analysis, assisting in contract negotiations, and managing a European team.