Wilshire
From Wilshire's careers page
Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.
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.
Wilshire is seeking a qualified and passionate Client Solutions Analyst.
Work with intermediary clients and collaborate across Wilshire teams on on-going investment topics and materials
Work on client deliverables, including investment reports, presentation decks, questionnaires, and other client-specific requests
Review and validate quarterly fund data to be used in client deliverables for accuracy
Develop a deep understanding of client mandates, objectives, and reporting requirements
Liaise between clients, external partners, and internal stakeholders
Undergraduate degree (preferably in a quantitative field)
0-3 years of client relationship experience
Thorough knowledge of investments and financial markets through past experience, personal investing, coursework, or CFA materials
Strong communication and interpersonal skills, with the ability to build relationships internally across teams and externally with clients
Excellent ability to work on tasks both with limited supervision as well as in a highly collaborative environment
Excellent ability to work on multiple projects concurrently
Excellent attention to detail and ability to work with deadlines
Proficiency in Microsoft Office (Word, PowerPoint, Excel)
Passionate commitment to continuous professional development
Interest in leveraging approved AI-enabled tools to streamline work processes, enhance productivity, and support high-quality outputs, while applying sound judgment, attention to detail, and adherence to firm policies
This position will work on a hybrid model out of our Santa Monica 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 $70,000-$77,000. 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 ApplicantAccessibility@wilshire.com or 310-584-6011.
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