Investment Consulting Analyst

SmartRecruiters, Inc.; Denver (CO); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Medical/dental/vision insurance

PTO

Job summary

Wilshire is seeking a qualified Investment Consulting Analyst to support institutional investors and senior leadership on ongoing investment topics and materials.

You will work with asset allocation, investment structure, manager research, and performance analysis while collaborating with internal teams. The role emphasizes client communication, presentation development, and rigorous attention to deadlines in a hybrid Denver office setting.

Qualifications

• Thorough knowledge of investments and financial markets through past experience, coursework, or CFA materials.
• 0-2 years of client relationship experience.
• Excellent ability to work independently and in a collaborative environment.
• Proficiency with Microsoft Office (Access, Word, PowerPoint, Excel).

Responsibilities

• Work with institutional investors and Wilshire's Senior Leadership on ongoing investment topics and materials.
• Develop investment materials including asset allocation, investment structure, and manager research.
• Collaborate with internal groups on manager evaluation, investment research, and white papers.
• Audit performance measurement work and assist with client materials.
• Communicate with clients and contribute to Client Board/Committee presentations.

Skills

Investments knowledge

Client relationship

Microsoft Office

CFA interest

Attention to detail

Tools

Access

Word

PowerPoint

Excel

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 Investment Consulting Analyst.

What you'll do:

• Work with institutional investors and Wilshire's Senior Leadership on on-going investment topics and materials
• Work with investment materials, including asset allocation, investment structure, asset class education, manager research and evaluation, and investment manager monitoring
• Work with internal groups on traditional and alternative manager evaluation, investment research, and white papers
• Audit performance measurement work and assist with the creation of client materials
• Frequent communication with clients and Client Board/Committee presentation development and delivery

Qualifications

• 0-2 years of client relationship experience
• Thorough knowledge of investments and financial markets through past experience, personal investing, coursework, or CFA materials
• 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 (Access, Word, PowerPoint, Excel)
• Passionate commitment to continuous professional development
• Desire to participate in the Chartered Financial Analyst (CFA) program is preferred
• 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 Denver 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-$75,000. 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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