Investment Client Solutions Analyst | Data-Driven & AI-Ready

Wilshire; Santa Monica (CA); Híbrido; USD 70.000 - 77.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO

401(k) match

Health insurance

CFA reimbursement

Membership reimbursement

Descripción de la vacante

Wilshire is seeking a qualified Client Solutions Analyst to join our Santa Monica team on a hybrid basis. You will work with intermediary clients and cross-functional Wilshire teams on investment topics, producing reports, decks, and questionnaires while ensuring data accuracy for client deliverables.

You will develop a deep understanding of client mandates and reporting requirements, liaising between clients, external partners, and internal stakeholders to deliver high-quality outputs with

Formación

• Bachelor’s degree or equivalent required.
• Strong communication and relationship-building skills.
• Solid understanding of investments and financial markets.

Responsabilidades

• Collaborate with intermediary clients and Wilshire teams on investment topics and materials.
• Prepare client deliverables including reports, decks, and questionnaires.
• Review and validate quarterly fund data for client deliverables.
• Develop understanding of client mandates, objectives, and reporting requirements.
• Liaise between clients, external partners, and internal stakeholders.

Conocimientos

Communication

Interpersonal skills

Client relationships

Attention to detail

Multitasking

Investments knowledge

Educación

Undergraduate degree in quantitative field

Herramientas

Microsoft Office

Descripción del empleo

Wilshire is seeking a qualified Client Solutions Analyst to join our Santa Monica team on a hybrid basis. You will work with intermediary clients and cross-functional Wilshire teams on investment topics, producing reports, decks, and questionnaires while ensuring data accuracy for client deliverables.

You will develop a deep understanding of client mandates and reporting requirements, liaising between clients, external partners, and internal stakeholders to deliver high-quality outputs with