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Senior Analyst, Client Solutions

Wilshire Advisors LLC

Senior Analyst, Client Solutions

Pittsburgh, PA +1 location
Full Time
Paid
  • Responsibilities

    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. For 50 years, our clients have trusted Wilshire to transform complex theory into practical investment solutions and products.

    Founded in 1972, Wilshire advises on over $1.3 trillion in assets and manages $93 billion in assets. Wilshire underwent a corporate transformation in 2021 and is on an exciting journey to deliver best-in-class Investment Solutions, Indices and Benchmarks and Innovative Analytics to a wide range of investors across the world.

    Wilshire is looking for a curious and creative team member for a Senior Analyst position based out of one of our US offices.

    WHAT YOU’LL DO:

    • Work with institutional investors and Wilshire’s Senior team members on on-going investment topics and materials
    • Investment materials include asset allocation, investment structure, asset class education, manager research and evaluation, and investment manager monitoring
    • Work with internal groups on traditional and alternative manager evaluation, investment research, and white papers
    • Audit performance measurement work and assist with the creation of client materials
    • Frequent communication with clients and Client Board/Committee presentation development and delivery

    WHAT YOU HAVE:

    • ­­­­­ Undergraduate degree (preferably in a quantitative field)
    • 1-3 years of client relationship experience
    • Knowledge of investments and financial markets through past experience, personal investing, coursework, or CFA materials
    • Ability to work self-guided with limited supervision as well as in a team environment
    • Ability to contribute to multiple projects concurrently
    • Attention to detail and ability to work with deadlines
    • Proficiency in Microsoft Office (Access, Word, PowerPoint, Excel)
    • Desire to participate in the Chartered Financial Analyst (CFA) program is preferred

    WHAT YOU GET:

    • 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.

    Effective November 1, 2021, Wilshire requires that all successful applicants for positions located in the United States be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement 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 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 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.

    Required Skills Required Experience

  • Locations
    Broomfield, CO • Pittsburgh, PA