Analyst/Sr. Analyst, Alternatives – Client Solutions & Research

Wilshire Advisors, LLC; Northern (KY); On-site; USD 65,000 - 82,000; Full time

Benefits offered by this job

Generous PTO

401(k) match

Medical/dental/vision insurance

CFA reimbursement

Professional membership reimbursement

Hybrid work model

Job summary

Wilshire Advisors, LLC seeks an Analyst/Sr. Analyst for the Client Solutions & Research group. The role is 60% client solutions and 40% alternatives research, with a hybrid work model out of Santa Monica or Pittsburgh.

You will support discretionary and advisory clients, monitor portfolios, and prepare client presentations while actively contributing to the alternatives research team. The candidate will evaluate private markets opportunities (private equity, private credit, real assets) and be

Qualifications

• Excellent analytical abilities spanning quantitative and qualitative analysis.
• Strong business and investment acumen with portfolio awareness.
• Outstanding written and verbal communication for client interactions.
• Self-starter, independent, hardworking and results oriented.
• Willing to be mentored and receptive to feedback.

Responsibilities

• Support the Alternatives team with client-related initiatives for discretionary and advisory clients.
• Assist with monitoring existing client portfolios.
• Create presentation materials for clients.
• Support new client solution ideas and handle ad hoc requests.
• Contribute to the alternatives research team and evaluate private markets opportunities in North America.

Skills

Analytical skills

Written communication

Verbal communication

Self-starter

Detail-oriented

Integrity & professionalism

Team collaboration

Portfolio/financial acumen

Microsoft Excel

PowerPoint

Copilot

Tools

Microsoft Excel

PowerPoint

Copilot

Job description

Analyst/Sr. Analyst, Alternatives – Client Solutions & Research

• Full-time
• Department: Client Solutions

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.

The Alternatives team iscomprisedof the research group and client solutions group. We are seeking an Analyst/Sr. Analyst for the client solutions group; however, this is a dual-focused role that will spend time on both client solutions as well asalternativesresearch. The role will be approximately 60% focused on client solutions and approximately 40% focused onalternativesresearch; however, this time allocation is dynamic and will change from quarter to quarter.

Whatyou’lldo:

• Support the Alternatives team with client-related initiatives across both discretionary and advisory clients
• Assistwith monitoring existing client portfolios
• Create presentation materials for clients
• Support new client solution ideas and handle ad hoc client-related requests
• Contribute as an active member of the alternatives research team
• Evaluate private markets investment opportunities, including private equity, private credit, and real assets, primarily in North America
• Bring familiarity with marketable alternatives, such as liquid alternatives and hedge funds, as a plus but not a requirement
• Participate in 3–4 persondealteams evaluating each investment opportunity
• Assess both fund investments (primaries) and transactions, including co-investments and secondaries
• Foundational understanding of the private markets industry
• Excellent analytical skills (both quantitative and qualitative)
• Strong business and investment acumen
• Highproficiencyin Microsoft Office (particularly Excel, PowerPoint, and Copilot)
• Interest in both client service and investments
• A self-starter who is independent,hardworkingand results oriented
• Strong verbal and written communication skills - the ability to present ideas with precision and conviction
• A passion for excellence
• An entrepreneurial bent and a “roll-up-the-sleeves” orientation
• Organized,thoroughanddetail-oriented
• Willingness to be mentored, ask questions and receive constructive feedback
• Works effectively with colleagues at all levels, across functions, and across global teams
• A high degree of integrity and professionalism
• This position will work on a hybrid model out of our Santa Monica or Pittsburgh offices
• 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 $65,000-$82,000. 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 [e-mail] or 310-584-6011.

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