Senior Analyst, Alternatives & Client Solutions (Hybrid)

Wilshire Advisors, LLC; Northern (KY); Hybrid; USD 65,000 - 82,000; Full time

Benefits offered by this job

Generous PTO

401(k) match

Medical/dental/vision insurance

CFA reimbursement

Professional membership reimbursement

Hybrid work model

Job summary

Wilshire Advisors, LLC seeks an Analyst/Sr. Analyst for the Client Solutions & Research group. The role is 60% client solutions and 40% alternatives research, with a hybrid work model out of Santa Monica or Pittsburgh.

You will support discretionary and advisory clients, monitor portfolios, and prepare client presentations while actively contributing to the alternatives research team. The candidate will evaluate private markets opportunities (private equity, private credit, real assets) and be

Qualifications

• Excellent analytical abilities spanning quantitative and qualitative analysis.
• Strong business and investment acumen with portfolio awareness.
• Outstanding written and verbal communication for client interactions.
• Self-starter, independent, hardworking and results oriented.
• Willing to be mentored and receptive to feedback.

Responsibilities

• Support the Alternatives team with client-related initiatives for discretionary and advisory clients.
• Assist with monitoring existing client portfolios.
• Create presentation materials for clients.
• Support new client solution ideas and handle ad hoc requests.
• Contribute to the alternatives research team and evaluate private markets opportunities in North America.

Skills

Analytical skills

Written communication

Verbal communication

Self-starter

Detail-oriented

Integrity & professionalism

Team collaboration

Portfolio/financial acumen

Microsoft Excel

PowerPoint

Copilot

Tools

Microsoft Excel

PowerPoint

Copilot

Job description

Wilshire Advisors, LLC seeks an Analyst/Sr. Analyst for the Client Solutions & Research group. The role is 60% client solutions and 40% alternatives research, with a hybrid work model out of Santa Monica or Pittsburgh.

You will support discretionary and advisory clients, monitor portfolios, and prepare client presentations while actively contributing to the alternatives research team. The candidate will evaluate private markets opportunities (private equity, private credit, real assets) and be