Portfolio Analytics Associate - Hybrid

Wilshire; Santa Monica (CA); Hybrid; USD 70,350 - 78,000; Full time

Benefits offered by this job

Comprehensive benefits package

Generous PTO

401(k) match

Medical/dental/vision insurance

Job summary

Wilshire is seeking a Portfolio Management Analyst to join its Santa Monica team. This role offers a chance to support senior portfolio managers with investment allocation models and analytical analyses. Candidates should possess a BA/BS in finance or economics, have a keen attention to detail, and excellent communication skills. This position operates in a hybrid model, providing a comprehensive benefits package including generous PTO and 401(k) match.

Qualifications

• Strong academic credentials desired.
• 0 to 1 years of work experience in financial, accounting or investment industries.
• Interest in becoming a CFA charter holder.

Responsibilities

• Assist with the construction of investment allocation models.
• Generate investment analysis of risk and performance attribution.
• Produce monthly and quarterly fund and portfolio level reports.
• Schedule and participate in due diligence meetings.

Skills

Attention to detail

Interpersonal communication

Microsoft Excel

Team collaboration

Education

BA/BS in finance, economics, or related studies

Job description

Wilshire is seeking a Portfolio Management Analyst to join its Santa Monica team. This role offers a chance to support senior portfolio managers with investment allocation models and analytical analyses. Candidates should possess a BA/BS in finance or economics, have a keen attention to detail, and excellent communication skills. This position operates in a hybrid model, providing a comprehensive benefits package including generous PTO and 401(k) match.