Position: Manager Research Associate/Senior Associate – Alternative Investments

Location: Chicago, IL
Department: Funds Management Group

As part of the Wilshire family you can rest assured that every day you are contributing to an organization that is helping
millions of people around the world make better investment decisions for a more secure future. We are known for
creating a global brand with market defining products such as the Wilshire 5000 Total Market Index. Our solutions-based
approach supported by a strong commitment to research remains the cornerstone of what keeps us at the leading edge
of modern quantitative finance. For nearly 50 years, our clients have trusted Wilshire to transform complex theory into
practical investment applications.

You will ultimately serve as an asset class specialist, conducting research of investment managers in their assigned space
to identify best in breed investment options for our clients’ portfolios. You will also serve as a subject matter expert in
your area of coverage, contributing to research papers, client interactions, and serving as a resource to the entire firm.
You will be tasked with understanding your assigned investment managers thoroughly, as well as providing valuable
insights to internal and external clients in regards to these investment managers. Additionally, you will be asked to lead
the work of others to achieve team and business goals. In this role you will also be required to effectively articulate
Wilshire’s manager process and competitive advantage to prospects and clients.

Wilshire Funds Management, with approximately $165 billion under advisement, is dedicated to providing customized
investment solutions in the areas of manager research, asset allocation, portfolio construction, and risk management to
financial intermediary clients.

Wilshire's Consulting division, established in 1981, is well known and respected for providing investment consulting
services to large pension funds, endowments, foundations and insurance companies. Wilshire's Consulting clients
include some of the world's largest fund sponsors with combined assets totaling close to $1 trillion.

Primary Responsibilities:
• Conduct asset class specific research on investment strategies. Provide ongoing qualitative and quantitative analysis
of hedge fund managers and their commingled fund offerings, as well as mutual funds where applicable.
• Source new ideas, meet with portfolio managers and other investment professionals, document meetings, provide
written research opinions and evaluations, and delivering recommendations and analysis to consultants, portfolios
managers, and clients.
• Production of all collateral and deliverables associated with assigned investment managers, including, but not
limited to, manager meeting notes, evaluations, and ad hoc analysis.
• Represent the firm to the external investment community in a professional manner during conference calls, in-
person meetings, and on-site visits.
• Interact with Wilshire colleagues firm-wide in servicing clients’ needs. Participate and contribute in client and
prospect meetings as needed.
• Support Wilshire’s quarterly reporting and monitoring process.
• Serve as subject matter expert in assigned asset class.
• Lead and execute ad hoc manager research related projects.
• Collaborate with other members of the investment team and contribute to investment decisions made in client
portfolios.
• Mentor junior team members.

Qualifications:
• Bachelor’s Degree is required, finance and related majors preferred
• Strong verbal and written communication skills required. A writing sample may be requested.
• Strong quantitative and analytical ability required
• 3+ years of investment manager research, institutional or HNW consulting experience in hedge fund/alternative
asset classes is preferred
• 5+ years of overall investment industry experience is preferred
• CFA Charter, CAIA designation, or advanced degree (MBA, MA/MS) in Accounting, Finance, Mathematics, or
Economics preferred
• Client presentation experience preferred
• Experience in a multi-asset class, multi-manager environment is a plus
• Team player and client centric
• Submitting a cover letter and writing sample is encouraged
• Familiarity with AlternativeSoft, Bloomberg, Microsoft Access, and EVestment preferred
• Experience with factor modeling desired

Our Offer:
• Competitive compensation
• Annual bonus opportunity
• Work/Life Balance: 15 days of PTO, 13 paid holidays per year (includes the week between Christmas
and New Year's)
• Wellness: affordable comprehensive medical/dental/vision plans, FSA/life insurance/STD/LTD/EAP,
Rideshare incentives
• CFA/CIPM/CAIA Incentive Program and Professional Membership support
• Lifestyle Support: Annual health fair, on-site biometrics screening and flu shots, weekly lunches,
snacks, discounted movie tickets/theme park passes

Apply: https://wilshire-hr.silkroad.com/epostings/index.cfm?version=1

Visit www.wilshire.com for additional company information.

We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals
regardless of race, 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 (defined as having a preference for heterosexuality, homosexuality or bisexuality,
having a history of such a preference or being identified with such a preference). 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 Associates 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.

Wilshire Associates Incorporated 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.

No phone calls.