Investment Strategy Analyst - Client-Focused & Hybrid

SmartRecruiters, Inc.; Denver (CO); Hybrid; 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

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.