Client Solutions Analyst

Wilshire-Advisors-LLC; Santa Monica (CA); Hybrid; USD 70,000 - 77,000; Full time

Benefits offered by this job

401(k) match

Health/dental/vision insurance

CFA reimbursement

PTO

Job summary

Wilshire is seeking a qualified and passionate Client Solutions Analyst in Santa Monica, CA, with a hybrid work model. The role focuses on servicing intermediary clients, producing investment reports and decks, and ensuring data accuracy across client deliverables.

The position requires up to 3 years in client relations, solid knowledge of investments, strong communication, and the ability to manage multiple projects with deadlines.

Qualifications

• 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

Responsibilities

• 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

Skills

Client relationships

Communication

Interpersonal skills

Attention to detail

Multitasking

AI tools awareness

Collaboration

Tools

Microsoft Office

Job description

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.

Job Description

Wilshire is seeking a qualified and passionate Client Solutions Analyst.

What you’ll do:

• 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

Qualifications

• 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

Additional Information

• 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 [e-mail] or 310-584-6011.