Client Solutions Analyst – Hybrid Investment Reporting

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

Benefits offered by this job

Hybrid work model

401(k) match

Medical/dental/vision insurance

CFA reimbursement

Professional membership reimbursement

Job summary

Wilshire Advisors LLC in Santa Monica is seeking a qualified Client Solutions Analyst to work with intermediary clients and cross‑functional teams on investment topics and client deliverables.

You will review quarterly fund data, understand client mandates, and liaise between clients, external partners, and internal stakeholders, in a hybrid Santa Monica office with opportunities for CFA-related development.

Qualifications

• 0-3 years of client relationship experience.
• Thorough knowledge of investments and financial markets.
• Strong communication and interpersonal skills.
• Ability to work with limited supervision.
• Ability to manage multiple projects concurrently.
• Attention to detail and ability to meet deadlines.
• Proficiency in Word, PowerPoint, Excel.
• Commitment to continuous professional development.
• Interest in AI-enabled tools to streamline work.

Responsibilities

• Collaborate with intermediary clients and Wilshire teams on topics and materials.
• Prepare client deliverables: investment reports, decks, questionnaires.
• Review quarterly fund data for accuracy.
• Understand client mandates, objectives, and reporting needs.
• Interface between clients, external partners, and internal stakeholders.

Skills

Client relationships

Communication

Multi-tasking

Attention to detail

Time management

Education

CFA materials exposure

Tools

Microsoft Office

Job description

Wilshire Advisors LLC in Santa Monica is seeking a qualified Client Solutions Analyst to work with intermediary clients and cross‑functional teams on investment topics and client deliverables.

You will review quarterly fund data, understand client mandates, and liaise between clients, external partners, and internal stakeholders, in a hybrid Santa Monica office with opportunities for CFA-related development.