Client Solutions Analyst - Hybrid, Growth & Insights

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

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.