Analyst/Sr. Analyst, Alternatives – Client Solutions & Research
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Analyst/Sr. Analyst, Alternatives – Client Solutions & Research
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$65k–$82k/yr
Full-time
bachelor degree
Collaborative Work Environment, Generous PTO, 401(k) Match, Medical Insurance, Dental Insurance, Vision Insurance
Posted 52d ago
~40 hrs/week
Responsibilities
The role balances client solutions and alternatives research, focusing on monitoring portfolios and creating client presentation materials. It also involves evaluating private market investment opportunities across private equity, private credit, and real assets.
Requirements
Candidates must hold a bachelor's degree and possess a foundational understanding of the private markets industry. Strong analytical skills and high proficiency in Microsoft Office are required.
Full job description
Company 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
The Alternatives team is comprised of the research group and client solutions group. We are seeking an Analyst/Sr. Analyst for the client solutions group; however, this is a dual-focused role that will spend time on both client solutions as well as alternatives research. The role will be approximately 60% focused on client solutions and approximately 40% focused on alternatives research; however, this time allocation is dynamic and will change from quarter to quarter.
What you’ll do:
Support the Alternatives team with client-related initiatives across both discretionary and advisory clients
Assist with monitoring existing client portfolios
Create presentation materials for clients
Perform quantitative analyses, such as portfolio pacing
Support new client solution ideas and handle ad hoc client-related requests
Contribute as an active member of the alternatives research team
Evaluate private markets investment opportunities, including private equity, private credit, and real assets, primarily in North America
Bring familiarity with marketable alternatives, such as liquid alternatives and hedge funds, as a plus but not a requirement
Participate in 3–4 person deal teams evaluating each investment opportunity
Assess both fund investments (primaries) and transactions, including co-investments and secondaries
Qualifications
Bachelor’s degree
Foundational understanding of the private markets industry
Excellent analytical skills (both quantitative and qualitative)
Strong business and investment acumen
High proficiency in Microsoft Office (particularly Excel, PowerPoint, and Copilot)
Interest in both client service and investments
A self-starter who is independent, hardworking and results oriented
Strong verbal and written communication skills - the ability to present ideas with precision and conviction
A passion for excellence
An entrepreneurial bent and a “roll-up-the-sleeves” orientation
Organized, thorough and detail-oriented
Willingness to be mentored, ask questions and receive constructive feedback
Works effectively with colleagues at all levels, across functions, and across global teams
A high degree of integrity and professionalism
Additional Information
This position will work on a hybrid model out of our Santa Monica or Pittsburgh offices
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 $65,000-$82,000. 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 or 310-584-6011.
Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 500 leading institutional investors and financial intermediaries. Our clients rely on us to improve investment outcomes for a better future. Wilshire is headquartered in the United States with offices worldwide.
Investing involves risk, including the possible loss of entire principal. Past performance is not indicative of future results. There is no guarantee that investment objectives will be achieved. Diversification neither guarantees a gain nor protects against a loss. Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy. Carefully consider the Wilshire Private Assets Fund's investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund's prospectus, which may be obtained by calling +1 855 520 7711. Investors should read the prospectus carefully before investing. Wilshire Private Assets Fund is distributed by SEI Investments Distribution Co, One Freedom Valley Dr, Oaks, PA 19456, which is not affiliated with Wilshire or any of its affiliates. Click here for important disclosures: https://www.wilshire.com/solutions/wilshire-private-assets-fund
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