Client Solutions Analyst

Wilshire is seeking a qualified and passionate Client Solutions Analyst.
What you’ll do:
Work with intermediary clients and collaborate across Wilshire teams on on-going investment topics and materials
Work on client deliverables, including investment reports, presentation decks, questionnaires, and other client-specific requests
Review and validate quarterly fund data to be used in client deliverables for accuracy
Develop a deep understanding of client mandates, objectives, and reporting requirements
Liaise between clients, external partners, and internal stakeholders
Undergraduate degree (preferably in a quantitative field)
0-3 years of client relationship experience
Thorough knowledge of investments and financial markets through past experience, personal investing, coursework, or CFA materials
Strong communication and interpersonal skills, with the ability to build relationships internally across teams and externally with clients
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 (Word, PowerPoint, Excel)
Passionate commitment to continuous professional development
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

Employment type
Full-time

Work arrangement
Hybrid