William Beck
- Role
- Senior Vice President at Wilshire
- Location
- Santa Monica, CA, US
- LinkedIn followers
- 500 followers
About William Beck
Objective: To use my strong analytic and communications abilities to work for a…
Experience
Senior Vice President
Feb 2010 — Present
Senior Vice President – Fixed Income Manager Research - Manage Wilshire\'s Traditional Fixed Income Manager Research Team - Primary analyst responsible for coverage of domestic core, global, emerging market and muni fixed income asset managers, covering more than 100 unique strategies and representing more than $50 billion of client assets - Secondary coverage on high yield and bank loans - Portfolio Manager for Active Income funds - Voting member of Investment Strategy Committee and Investment Committee - Mentor analysts in the fixed income stage of a rotational analyst development program - Subject matter expert on domestic, global, emerging market and ESG fixed income, responsible for educating clients on the asset class and recommending investments - Developed a model that calculates a proprietary fiduciary score for each fund within an asset class universe
Education
University of Notre Dame - Mendoza College of Business
Master of Science (MS), Finance
2015 — 2016
University of Colorado Boulder - Leeds School of Business
BS, Finance
2002 — 2006
Skills
- Frontier Markets
- Portfolio Management
- Emerging Markets
- Investment Advisory
- Bonds
- Municipal Bonds
- Inter-Personal
- Loans
- Fixed Income
- Leveraged Finance
- Asset Management
- M&a Due Diligence
- Investment Strategies
- Mutual Funds
- Financial Modeling
- Fixed Asset Management
- Research
- High Yield
- Asset Allocation
- Microsoft Excel
- White Papers
- Equities
- Securities
- Due Diligence
- Credit
- Alternative Investments
- Investments
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